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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.

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
1
Capital International Investors
California
$276M
2
Morgan Stanley
2
Morgan Stanley
New York
$24.4M
3
CB
3
Cooke & Bieler
Pennsylvania
$254M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$42.3M
5
Bessemer Group
5
Bessemer Group
New Jersey
$10M

Top Sellers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$3.43M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$177M
3
ACA
3
Anchor Capital Advisors
Massachusetts
$576K
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$62.7M
5
GT
5
Glenmede Trust
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Loomis, Sayles & Company
26
Loomis, Sayles & Company
Massachusetts
$27.2M -$203K -1,247 -0.7%
Brown Advisory
27
Brown Advisory
Maryland
$26M +$3.82M +23,492 +17%
Fidelity International
28
Fidelity International
Bermuda
$24.9M – – –
Morgan Stanley
29
Morgan Stanley
New York
$24.4M +$17.8M +109,485 +270%
Bank of America
30
Bank of America
North Carolina
$23.2M -$3.81M -23,429 -14%
BTW
31
Boston Trust Walden
Massachusetts
$22.7M +$329K +2,023 +1%
GKIM
32
GW&K Investment Management
Massachusetts
$19.8M +$1.16M +7,169 +6%
Public Employees Retirement Association of Colorado
33
Public Employees Retirement Association of Colorado
Colorado
$19.2M – – –
Balyasny Asset Management
34
Balyasny Asset Management
Illinois
$17.2M +$1.91M +11,739 +12%
T. Rowe Price Associates
35
T. Rowe Price Associates
Maryland
$17.1M -$3.24M -19,938 -16%
KCM
36
Kennedy Capital Management
Missouri
$16.1M +$4.89M +30,092 +44%
Nuveen Asset Management
37
Nuveen Asset Management
Illinois
$15.9M +$1.34M +8,226 +9%
Principal Financial Group
38
Principal Financial Group
Iowa
$15.4M +$1.78M +10,988 +13%
Lazard Asset Management
39
Lazard Asset Management
New York
$15.3M +$1.04M +6,406 +7%
SFM
40
Systematic Financial Management
New Jersey
$13.8M +$209K +1,289 +2%
Creative Planning
41
Creative Planning
Kansas
$12.9M – – –
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$12.5M +$629K +3,876 +5%
BCIM
43
British Columbia Investment Management
British Columbia, Canada
$11.9M – – –
WCM
44
Wedge Capital Management
North Carolina
$11.3M -$1.92M -11,814 -14%
BA
45
Bridgewater Associates
Connecticut
$11.1M +$558K +3,435 +5%
EAM
46
Eagle Asset Management
Florida
$10.8M +$177K +1,088 +2%
Russell Investments Group
47
Russell Investments Group
United Kingdom
$10.7M +$1.81M +11,141 +20%
Squarepoint
48
Squarepoint
New York
$10.4M +$8.85M +54,517 +563%
Bessemer Group
49
Bessemer Group
New Jersey
$10M +$9.98M +61,481 +31,051%
AllianceBernstein
50
AllianceBernstein
Tennessee
$9.3M +$4.55K +28 +0%
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