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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 %
Norges Bank
26
Norges Bank
Norway
$42M +$10.5M +42,854 +33%
T. Rowe Price Associates
27
T. Rowe Price Associates
Maryland
$40.3M -$23.5M -96,018 -37%
Loomis, Sayles & Company
28
Loomis, Sayles & Company
Massachusetts
$39.9M -$13.6M -55,731 -25%
Goldman Sachs
29
Goldman Sachs
New York
$37.3M +$7.45M +30,465 +25%
ACA
30
Anchor Capital Advisors
Massachusetts
$36.9M -$455K -1,861 -1%
Fidelity International
31
Fidelity International
Bermuda
$36.3M – – –
BTW
32
Boston Trust Walden
Massachusetts
$33.1M -$3.91K -16 -0%
Public Employees Retirement Association of Colorado
33
Public Employees Retirement Association of Colorado
Colorado
$29M – – –
GKIM
34
GW&K Investment Management
Massachusetts
$28.2M -$53.1K -217 -0.2%
CCMLC
35
Cardinal Capital Management LLC (Connecticut)
Connecticut
$26.9M -$90.2K -369 -0.3%
Brown Advisory
36
Brown Advisory
Maryland
$25.5M -$5.22M -21,344 -17%
Nuveen Asset Management
37
Nuveen Asset Management
Illinois
$23.1M -$1.41M -5,784 -6%
Point72 Asset Management
38
Point72 Asset Management
Connecticut
$22.1M +$6.14M +25,100 +38%
Wells Fargo
39
Wells Fargo
California
$21.8M -$261M -1,066,591 -92%
Morgan Stanley
40
Morgan Stanley
New York
$20.8M -$3.47M -14,175 -14%
Principal Financial Group
41
Principal Financial Group
Iowa
$20.7M -$494K -2,019 -2%
SFM
42
Systematic Financial Management
New Jersey
$20.6M -$1.45M -5,925 -7%
WCM
43
Wedge Capital Management
North Carolina
$19.9M -$1.58M -6,481 -7%
Creative Planning
44
Creative Planning
Kansas
$19.3M +$4.16K +17 +0%
BCIM
45
British Columbia Investment Management
British Columbia, Canada
$18M – – –
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$17.7M +$122K +501 +0.7%
WCM Investment Management
47
WCM Investment Management
California
$17.4M +$1.64M +6,699 +10%
Lazard Asset Management
48
Lazard Asset Management
New York
$15.9M -$5.44M -22,239 -25%
EAM
49
Eagle Asset Management
Florida
$15.8M -$1.32M -5,429 -8%
UBS AM
50
UBS AM
Illinois
$14.5M -$161K -657 -1%
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