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Helen of Troy
HELE

Overview Fund Activity

256 hedge funds and large institutions have $2.34B invested in Helen of Troy in 2022 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 103 increasing their positions, 90 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
-39
Holders Change %
-13.22%
% of All Funds
4.43%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
28
Increased
103
Reduced
90
Closed
65
Calls
$15.3M
Puts
$5.89M
Net Calls
+$9.38M
Net Calls Change
-$5.85M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$230M
2
NIG
2
NFJ Investment Group
Texas
$18.1M
3
Victory Capital Management
3
Victory Capital Management
Texas
$41.7M
4
SCM
4
Snyder Capital Management
California
$52.1M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$20.1M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$51.7M
2
Fidelity International
2
Fidelity International
Bermuda
$0
3
Lazard Asset Management
3
Lazard Asset Management
New York
$0
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$129M
5
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$4.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lord, Abbett & Co
26
Lord, Abbett & Co
New Jersey
$16.7M -$8.38M -86,840 -33%
Brown Advisory
27
Brown Advisory
Maryland
$15.2M -$272K -2,821 -2%
Bank of America
28
Bank of America
North Carolina
$15.1M +$1.28M +13,247 +9%
BTW
29
Boston Trust Walden
Massachusetts
$13.9M +$407K +4,223 +3%
Morgan Stanley
30
Morgan Stanley
New York
$13.8M -$674K -6,987 -5%
BA
31
Bridgewater Associates
Connecticut
$12.7M +$6.08M +62,992 +92%
KCM
32
Kennedy Capital Management
Missouri
$12.4M +$2.87M +29,734 +30%
T. Rowe Price Associates
33
T. Rowe Price Associates
Maryland
$9.68M -$458K -4,750 -5%
NPIC
34
Neumeier Poma Investment Counsel
California
$9.28M -$8.24M -85,470 -47%
Nuveen Asset Management
35
Nuveen Asset Management
Illinois
$9.23M -$229K -2,378 -2%
Principal Financial Group
36
Principal Financial Group
Iowa
$9.09M -$81.2K -842 -0.9%
Public Employees Retirement Association of Colorado
37
Public Employees Retirement Association of Colorado
Colorado
$8.54M -$2.85M -29,600 -25%
SFM
38
Systematic Financial Management
New Jersey
$8.39M +$177K +1,835 +2%
Loomis, Sayles & Company
39
Loomis, Sayles & Company
Massachusetts
$8.27M -$7.85M -81,441 -49%
Two Sigma Investments
40
Two Sigma Investments
New York
$8.12M +$6.58M +68,272 +429%
Squarepoint
41
Squarepoint
New York
$7.76M +$1.57M +16,287 +25%
Creative Planning
42
Creative Planning
Kansas
$7.69M +$43.3K +449 +0.6%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$7.68M +$268K +2,780 +4%
Goldman Sachs
44
Goldman Sachs
New York
$7.23M +$2.68M +27,770 +59%
BCIM
45
British Columbia Investment Management
British Columbia, Canada
$7.09M – – –
EIP
46
Epoch Investment Partners
New York
$7.07M +$1.66M +17,230 +31%
WCM
47
Wedge Capital Management
North Carolina
$6.61M -$117K -1,209 -2%
CSS
48
Cubist Systematic Strategies
Connecticut
$5.91M +$3.01M +31,187 +104%
Tudor Investment Corp
49
Tudor Investment Corp
Connecticut
$5.78M +$2.88M +29,842 +99%
EP
50
Edgestream Partners
New Jersey
$5.76M +$5.41M +56,131 +1,580%
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