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Helen of Troy
HELE

Overview Fund Activity

289 hedge funds and large institutions have $6.17B invested in Helen of Troy in 2021 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 105 increasing their positions, 98 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
+10
Holders Change %
+3.58%
% of All Funds
4.46%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
28
Increased
105
Reduced
98
Closed
17
Calls
$28.9M
Puts
$9.9M
Net Calls
+$19M
Net Calls Change
+$14.6M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$346M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$337M
3
Capital World Investors
3
Capital World Investors
California
$191M
4
Norges Bank
4
Norges Bank
Norway
$42M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$11.9M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$21.8M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$111M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$474M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$391M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$40.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
276
AUA Capital Management
Pennsylvania
$3K – – –
EW
277
Evoke Wealth
California
$3K – – –
VCM
278
Versant Capital Management
Arizona
$2K – – –
VRS
279
Virginia Retirement Systems
Virginia
$1.27K +$953 +3,900 +300%
FMP
280
Financial Management Professionals
Texas
$1K – – –
AF
281
Allworth Financial
California
$1K – – –
AAP
282
Arax Advisory Partners
Colorado
$1K +$1K +3 New
SC
283
Schubert & Co
Texas
$1K +$1K +5 New
JWA
284
JFS Wealth Advisors
Pennsylvania
$1K +$1K +6 New
APA
285
American Portfolios Advisors
New York
$978 – – –
SWA
286
Sutton Wealth Advisors
Florida
$733 +$733 +3 New
WIM
287
Westside Investment Management
California
$14 – – –
LCM
288
Landscape Capital Management
New Jersey
– -$9.75M -43,393 Closed
NIG
289
NFJ Investment Group
Texas
– -$2.37M -10,557 Closed
Chevy Chase Trust
290
Chevy Chase Trust
Maryland
– -$2.2M -9,784 Closed
E
291
Ergoteles
New York
– -$1.45M -6,462 Closed
CA
292
CastleArk Alternatives
Illinois
– -$1.15M -5,110 Closed
Marshall Wace
293
Marshall Wace
United Kingdom
– -$939K -4,180 Closed
QC
294
Quadrature Capital
United Kingdom
– -$625K -2,776 Closed
FL
295
Fort LP
Maryland
– -$450K -2,001 Closed
Qube Research & Technologies (QRT)
296
Qube Research & Technologies (QRT)
United Kingdom
– -$288K -1,283 Closed
MPM
297
Meritage Portfolio Management
Kansas
– -$218K -969 Closed
OSAM
298
O'Shaughnessy Asset Management
Connecticut
– -$48K -212 Closed
HI
299
Harbour Investments
Wisconsin
– -$42K -185 Closed
CA
300
Clearstead Advisors
Ohio
– -$13K -60 Closed
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