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Helen of Troy
HELE

Overview Fund Activity

245 hedge funds and large institutions have $2.78B invested in Helen of Troy in 2022 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 94 increasing their positions, 72 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
-11
Holders Change %
-4.3%
% of All Funds
3.95%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
40
Increased
94
Reduced
72
Closed
46
Calls
$52.2M
Puts
$117M
Net Calls
-$64.3M
Net Calls Change
-$73.7M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$323M
2
EARNEST Partners
EARNEST Partners
Georgia
$55.9M
3
Capital Research Global Investors
Capital Research Global Investors
California
$182M
4
RA
Royce & Associates
New York
$30.9M
5
CB
Cooke & Bieler
Pennsylvania
$201M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$0
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$26.1M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$7.28M
4
NPIC
Neumeier Poma Investment Counsel
California
$0
5
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PHK
276
Point72 Hong Kong
Hong Kong
– -$131K -1,359 Closed
VanEck Associates
277
VanEck Associates
New York
– -$69K -715 Closed
SO
278
STRS Ohio
Ohio
– -$57K -600 Closed
DSC
279
Duncker Streett & Co
Missouri
– -$39K -400 Closed
CWM
280
Castle Wealth Management
Florida
– -$20K -206 Closed
Simplex Trading
281
Simplex Trading
Illinois
– -$17K -182 Closed
BWA
282
BDO Wealth Advisors
Florida
– -$3K -35 Closed
QC
283
Quent Capital
New York
– -$2K -24 Closed
AIP
284
Almanack Investment Partners
Pennsylvania
– -$2K -16 Closed
PAI
285
Pittenger & Anderson Inc
Nebraska
– -$1K -9 Closed
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