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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.

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

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$0
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$26.1M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$7.28M
4
NPIC
4
Neumeier Poma Investment Counsel
California
$0
5
Loomis, Sayles & Company
5
Loomis, Sayles & Company
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Brown Advisory
26
Brown Advisory
Maryland
$16.5M -$945K -8,520 -5%
Morgan Stanley
27
Morgan Stanley
New York
$16.4M +$533K +4,807 +3%
KCM
28
Kennedy Capital Management
Missouri
$16.1M +$1.81M +16,347 +13%
BTW
29
Boston Trust Walden
Massachusetts
$15.5M -$418K -3,773 -3%
Citadel Advisors
30
Citadel Advisors
Florida
$14.8M +$10.7M +96,219 +256%
NIG
31
NFJ Investment Group
Texas
$13.7M -$1.33M -12,002 -9%
SFM
32
Systematic Financial Management
New Jersey
$13.2M +$3.52M +31,705 +36%
New York State Common Retirement Fund
33
New York State Common Retirement Fund
New York
$13M +$11.1M +99,733 +576%
BA
34
Bridgewater Associates
Connecticut
$11.5M -$3.12M -28,140 -21%
Principal Financial Group
35
Principal Financial Group
Iowa
$11.1M +$606K +5,465 +6%
Two Sigma Investments
36
Two Sigma Investments
New York
$10.8M +$1.47M +13,268 +16%
Nuveen Asset Management
37
Nuveen Asset Management
Illinois
$10.6M +$22.1K +199 +0.2%
Public Employees Retirement Association of Colorado
38
Public Employees Retirement Association of Colorado
Colorado
$9.88M +$52.8K +476 +0.5%
Marshall Wace
39
Marshall Wace
United Kingdom
$9.4M +$8.16M +73,547 +657%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$9.38M +$549K +4,953 +6%
LCM
41
Landscape Capital Management
New Jersey
$9.1M +$9.1M +82,062 New
Creative Planning
42
Creative Planning
Kansas
$8.86M +$22.2K +200 +0.3%
Squarepoint
43
Squarepoint
New York
$8.5M -$431K -3,884 -5%
MAP
44
Moody Aldrich Partners
Massachusetts
$7.73M +$7.73M +69,708 New
RCMC
45
RK Capital Management (Colorado)
Colorado
$7.31M +$7.31M +65,900 New
Balyasny Asset Management
46
Balyasny Asset Management
Illinois
$7.28M -$15.8M -142,836 -69%
Point72 Asset Management
47
Point72 Asset Management
Connecticut
$7.21M +$6.79M +61,195 +1,610%
D.E. Shaw & Co
48
D.E. Shaw & Co
New York
$6.92M +$5.16M +46,534 +293%
Swiss National Bank
49
Swiss National Bank
Switzerland
$6.42M +$155K +1,400 +2%
Millennium Management
50
Millennium Management
New York
$6.37M +$1.69M +15,256 +36%
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