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Helen of Troy
HELE

Overview Fund Activity

295 hedge funds and large institutions have $4.06B invested in Helen of Troy in 2022 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 95 increasing their positions, 110 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
295
Holders Change
+19
Holders Change %
+6.88%
% of All Funds
4.99%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
48
Increased
95
Reduced
110
Closed
24
Calls
$29.9M
Puts
$14.7M
Net Calls
+$15.2M
Net Calls Change
+$583K

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$46M
2
Morgan Stanley
Morgan Stanley
New York
+$17.8M
3
CB
Cooke & Bieler
Pennsylvania
+$16.5M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$14.3M
5
Bessemer Group
Bessemer Group
New Jersey
+$9.98M

Top Sellers

1
William Blair Investment Management
William Blair Investment Management
Illinois
-$67.8M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$54M
3
ACA
Anchor Capital Advisors
Massachusetts
-$23.9M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$16.7M
5
GT
Glenmede Trust
Pennsylvania
-$10.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FF
276
FourThought Financial
Florida
$2K – – –
ADL
277
Asset Dedication LLC
California
$2K – – –
VCM
278
Versant Capital Management
Arizona
$2K +$364 +2 +22%
HCP
279
Hexagon Capital Partners
Arkansas
$2K +$2K +11 New
Bank of Montreal
280
Bank of Montreal
Ontario, Canada
$1.99K +$1.59K +7,625 +404%
MF
281
Magnetar Financial
Illinois
$1.44K +$1.44K +8,833 New
FPS
282
Fieldpoint Private Securities
Connecticut
$1K -$4K -20 -80%
SC
283
Schubert & Co
Texas
$1K +$375 +3 +60%
QCG
284
Quadrant Capital Group
Ohio
$1K +$1K +5 New
DFCM
285
Dark Forest Capital Management
Puerto Rico
$1K +$1K +6 New
BIA
286
Bell Investment Advisors
California
$1K +$1K +6 New
MPWT
287
MassMutual Private Wealth & Trust
Connecticut
$1K +$1K +8 New
SBL
288
Sargent Bickham Lagudis
Colorado
$1K +$1K +9 New
SWA
289
Sutton Wealth Advisors
Florida
$812 +$812 +5 New
APA
290
American Portfolios Advisors
New York
$650 – – –
WIM
291
Westside Investment Management
California
$9 – – –
GT
292
Glenmede Trust
Pennsylvania
– -$10.8M -54,972 Closed
IECM
293
Intrinsic Edge Capital Management
Illinois
– -$3.92M -20,000 Closed
RCMC
294
RK Capital Management (Colorado)
Colorado
– -$3.83M -19,555 Closed
CRC
295
Curi RMB Capital
Illinois
– -$2.68M -13,663 Closed
N
296
Natixis
France
– -$1.63M -8,303 Closed
BHCM
297
Boulder Hill Capital Management
New York
– -$1.04M -5,300 Closed
Janney Montgomery Scott
298
Janney Montgomery Scott
Pennsylvania
– -$800K -4,083 Closed
BAM
299
Blueshift Asset Management
New Jersey
– -$529K -2,703 Closed
William Blair & Company
300
William Blair & Company
Illinois
– -$514K -2,625 Closed
9 10 11
12
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