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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.

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

Top Sellers

1
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$0
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$292M
3
Goldman Sachs
3
Goldman Sachs
New York
$8.95M
4
Victory Capital Management
4
Victory Capital Management
Texas
$56.2M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$95.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Loomis, Sayles & Company
26
Loomis, Sayles & Company
Massachusetts
$33M +$1.05M +5,345 +3%
Bank of America
27
Bank of America
North Carolina
$32.6M -$2.14M -10,906 -6%
Fidelity International
28
Fidelity International
Bermuda
$30.1M +$979K +5,000 +3%
ACA
29
Anchor Capital Advisors
Massachusetts
$29.6M +$31.3K +160 +0.1%
BTW
30
Boston Trust Walden
Massachusetts
$26.9M +$421K +2,148 +2%
Brown Advisory
31
Brown Advisory
Maryland
$26.8M +$6.4M +32,677 +31%
T. Rowe Price Associates
32
T. Rowe Price Associates
Maryland
$24.5M -$7.8M -39,808 -24%
Public Employees Retirement Association of Colorado
33
Public Employees Retirement Association of Colorado
Colorado
$23.1M -$60.5K -309 -0.3%
GKIM
34
GW&K Investment Management
Massachusetts
$22.5M -$67.4K -344 -0.3%
Nuveen Asset Management
35
Nuveen Asset Management
Illinois
$18.6M -$953K -4,610 -5%
Balyasny Asset Management
36
Balyasny Asset Management
Illinois
$18.4M +$9.19M +46,905 +99%
Lazard Asset Management
37
Lazard Asset Management
New York
$17.1M +$4.4M +22,444 +34%
Principal Financial Group
38
Principal Financial Group
Iowa
$16.5M -$70.7K -361 -0.4%
SFM
39
Systematic Financial Management
New Jersey
$16.4M -$40.7K -208 -0.2%
WCM
40
Wedge Capital Management
North Carolina
$16M +$28.2K +144 +0.2%
Creative Planning
41
Creative Planning
Kansas
$15.5M +$33.9K +173 +0.2%
WCM Investment Management
42
WCM Investment Management
California
$15.3M +$1.4M +7,156 +10%
BCIM
43
British Columbia Investment Management
British Columbia, Canada
$14.4M – – –
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$14.3M +$114K +581 +0.8%
KCM
45
Kennedy Capital Management
Missouri
$13.5M +$2.86M +14,623 +27%
PPA
46
Parametric Portfolio Associates
Washington
$12.8M +$1.22M +6,217 +11%
EAM
47
Eagle Asset Management
Florida
$12.8M +$65K +332 +0.5%
BA
48
Bridgewater Associates
Connecticut
$12.7M +$2.95M +15,062 +30%
Wells Fargo
49
Wells Fargo
California
$12.3M -$5.14M -26,259 -29%
AllianceBernstein
50
AllianceBernstein
Tennessee
$11.2M -$301K -1,538 -3%
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