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Helen of Troy
HELE

Overview Fund Activity

247 hedge funds and large institutions have $2.68B invested in Helen of Troy in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 100 increasing their positions, 74 reducing their positions, and 31 closing their positions.

Holders
247
Holders Change
+2
Holders Change %
+0.82%
% of All Funds
3.95%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
35
Increased
100
Reduced
74
Closed
31
Calls
$84.8M
Puts
$503M
Net Calls
-$419M
Net Calls Change
-$354M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$323M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$143M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$84.7M
4
Capital International Investors
4
Capital International Investors
California
$30M
5
EARNEST Partners
5
EARNEST Partners
Georgia
$74.6M

Top Sellers

1
Brown Advisory
1
Brown Advisory
Maryland
$0
2
BTW
2
Boston Trust Walden
Massachusetts
$0
3
LCM
3
Landscape Capital Management
New Jersey
$0
4
Two Sigma Investments
4
Two Sigma Investments
New York
$723K
5
RCMC
5
RK Capital Management (Colorado)
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$20.6M 216,457 +62,780 +41%
Norges Bank
27
Norges Bank
Norway
$20.4M 214,416 +8,555 +4%
GKIM
28
GW&K Investment Management
Massachusetts
$20M 209,807 +6,067 +3%
Citadel Advisors
29
Citadel Advisors
Florida
$19.6M 206,085 +72,251 +54%
CCMLC
30
Cardinal Capital Management LLC (Connecticut)
Connecticut
$16.3M 171,100 -14,635 -8%
Morgan Stanley
31
Morgan Stanley
New York
$16.1M 169,205 +21,320 +14%
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$15.3M 160,499 +43,466 +37%
Balyasny Asset Management
33
Balyasny Asset Management
Illinois
$14M 146,926 +81,281 +124%
Renaissance Technologies
34
Renaissance Technologies
New York
$13.2M 138,810 +138,810 New
SFM
35
Systematic Financial Management
New Jersey
$12.9M 136,061 +17,315 +15%
NIG
36
NFJ Investment Group
Texas
$11.7M 122,821 -1,031 -0.8%
Goldman Sachs
37
Goldman Sachs
New York
$11M 115,381 +62,907 +120%
BA
38
Bridgewater Associates
Connecticut
$9.69M 101,850 -1,531 -1%
Principal Financial Group
39
Principal Financial Group
Iowa
$9.47M 99,457 -266 -0.3%
Barclays
40
Barclays
United Kingdom
$8.99M 94,476 +86,366 +1,065%
Public Employees Retirement Association of Colorado
41
Public Employees Retirement Association of Colorado
Colorado
$8.56M 89,921 +886 +1%
Nuveen Asset Management
42
Nuveen Asset Management
Illinois
$8.44M 88,650 -7,230 -8%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$8.05M 84,558 +23 +0%
Creative Planning
44
Creative Planning
Kansas
$7.79M 81,884 +1,968 +2%
AQR Capital Management
45
AQR Capital Management
Connecticut
$7.46M 78,335 +78,335 New
KCM
46
Kennedy Capital Management
Missouri
$7.14M 74,995 -70,313 -48%
PCM
47
Peregrine Capital Management
Minnesota
$6.89M 72,377 +72,377 New
Invesco
48
Invesco
Georgia
$6.45M 67,792 +14,413 +27%
SEI Investments
49
SEI Investments
Pennsylvania
$6.33M 66,452 +40,945 +161%
Wellington Management Group
50
Wellington Management Group
Massachusetts
$6.28M 65,960 +17,645 +37%
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