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Helen of Troy
HELE

Overview Fund Activity

246 hedge funds and large institutions have $3.07B invested in Helen of Troy in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 82 increasing their positions, 90 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
-1
Holders Change %
-0.4%
% of All Funds
3.88%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
29
Increased
82
Reduced
90
Closed
30
Calls
$119M
Puts
$159M
Net Calls
-$40M
Net Calls Change
+$379M

Top Buyers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$119M
2
Lazard Asset Management
2
Lazard Asset Management
New York
$27.1M
3
Goldman Sachs
3
Goldman Sachs
New York
$29.8M
4
CB
4
Cooke & Bieler
Pennsylvania
$221M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$30.5M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$119M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$109M
3
New York State Common Retirement Fund
3
New York State Common Retirement Fund
New York
$1.05M
4
EARNEST Partners
4
EARNEST Partners
Georgia
$68.7M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Nomura Holdings
251
Nomura Holdings
Japan
– -$1.61M -16,895 Closed
ACM
252
Aquatic Capital Management
Illinois
– -$1.03M -10,800 Closed
GCP
253
GSA Capital Partners
United Kingdom
– -$985K -10,353 Closed
CAM
254
ClariVest Asset Management
California
– -$821K -8,628 Closed
CCM
255
Cinctive Capital Management
New York
– -$771K -8,100 Closed
Bank of Nova Scotia
256
Bank of Nova Scotia
Ontario, Canada
– -$383K -4,030 Closed
DTL
257
Dynamic Technology Lab
Singapore
– -$370K -3,884 Closed
NRD
258
Nebula Research & Development
New York
– -$315K -3,310 Closed
VPIM
259
Vanguard Personalized Indexing Management
California
– -$290K -3,045 Closed
EGM
260
Engineers Gate Manager
New York
– -$256K -2,690 Closed
Teacher Retirement System of Texas
261
Teacher Retirement System of Texas
Texas
– -$254K -2,668 Closed
KeyBank National Association
262
KeyBank National Association
Ohio
– -$231K -2,425 Closed
SOS
263
Silver Oak Securities
Tennessee
– -$230K -2,389 Closed
JPMPWA
264
J.P. Morgan Private Wealth Advisors
California
– -$203K -2,132 Closed
ASN
265
Advisory Services Network
Georgia
– -$168K -1,769 Closed
BAM
266
Belpointe Asset Management
Nevada
– -$47.8K -502 Closed
TWA
267
TCI Wealth Advisors
Arizona
– -$13.3K -140 Closed
RTC
268
Riverview Trust Company
Washington
– -$11.6K -122 Closed
QL
269
Quarry LP
New York
– -$6K -63 Closed
GFWA
270
Grey Fox Wealth Advisors
Delaware
– -$4K -42 Closed
Parallax Volatility Advisers
271
Parallax Volatility Advisers
California
– -$2.28K -24 Closed
SC
272
Schubert & Co
Texas
– -$857 -9 Closed
NA
273
NewEdge Advisors
Louisiana
– -$857 -9 Closed
7 8 9 10
11