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Helen of Troy
HELE

Overview Fund Activity

276 hedge funds and large institutions have $4.88B invested in Helen of Troy in 2022 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 91 increasing their positions, 107 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
276
Holders Change
-13
Holders Change %
-4.5%
% of All Funds
4.37%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
31
Increased
91
Reduced
107
Closed
41
Calls
$21.2M
Puts
$6.53M
Net Calls
+$14.6M
Net Calls Change
-$4.4M

Top Buyers

1
CB
Cooke & Bieler
Pennsylvania
$287M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$399M
3
Capital World Investors
Capital World Investors
California
$173M
4
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
$35.6M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$18.4M

Top Sellers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
2
Capital Research Global Investors
Capital Research Global Investors
California
$292M
3
Goldman Sachs
Goldman Sachs
New York
$8.95M
4
Victory Capital Management
Victory Capital Management
Texas
$56.2M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$95.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
American Century Companies
276
American Century Companies
Missouri
– -$1.17M -4,795 Closed
Voloridge Investment Management
277
Voloridge Investment Management
Florida
– -$1.02M -4,151 Closed
Bank of Nova Scotia
278
Bank of Nova Scotia
Ontario, Canada
– -$982K -4,018 Closed
GCP
279
GSA Capital Partners
United Kingdom
– -$922K -3,770 Closed
AIL
280
AGF Investments LLC
Ontario, Canada
– -$839K -3,432 Closed
VF
281
Virtu Financial
New York
– -$726K -2,970 Closed
MCIA
282
Mountain Capital Investment Advisors
Colorado
– -$600K -2,631 Closed
PP
283
Paloma Partners
Connecticut
– -$638K -2,610 Closed
Pacer Advisors
284
Pacer Advisors
Pennsylvania
– -$620K -2,538 Closed
Canada Pension Plan Investment Board
285
Canada Pension Plan Investment Board
Ontario, Canada
– -$496K -2,028 Closed
Wolverine Trading
286
Wolverine Trading
Illinois
– -$407K -1,674 Closed
CCIA
287
Campbell & Co Investment Adviser
Maryland
– -$400K -1,636 Closed
Simplex Trading
288
Simplex Trading
Illinois
– -$367K -1,504 Closed
AII
289
AGF Investments Inc
Ontario, Canada
– -$366K -1,496 Closed
CC
290
Centiva Capital
New York
– -$316K -1,294 Closed
Mercer Global Advisors
291
Mercer Global Advisors
Colorado
– -$290K -1,188 Closed
NA
292
NewEdge Advisors
Louisiana
– -$288K -1,181 Closed
CIM
293
CIM Investment Management
Pennsylvania
– -$276K -1,129 Closed
MF
294
Magnetar Financial
Illinois
– -$267K -1,092 Closed
CCM
295
Coldstream Capital Management
Washington
– -$266K -1,088 Closed
AAS
296
Avantax Advisory Services
Texas
– -$259K -1,059 Closed
HighTower Advisors
297
HighTower Advisors
Illinois
– -$256K -1,049 Closed
LNWWM
298
Laird Norton Wetherby Wealth Management
California
– -$248K -1,015 Closed
OWP
299
Obermeyer Wealth Partners
Colorado
– -$244K -1,000 Closed
YIH
300
Y-Intercept (HK)
Hong Kong
– -$239K -979 Closed
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