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Helen of Troy
HELE

Overview Fund Activity

246 hedge funds and large institutions have $3.07B invested in Helen of Troy in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 82 increasing their positions, 90 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
-1
Holders Change %
-0.4%
% of All Funds
3.88%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
29
Increased
82
Reduced
90
Closed
30
Calls
$119M
Puts
$159M
Net Calls
-$40M
Net Calls Change
+$379M

Top Buyers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$119M
2
Lazard Asset Management
2
Lazard Asset Management
New York
$27.1M
3
Goldman Sachs
3
Goldman Sachs
New York
$29.8M
4
CB
4
Cooke & Bieler
Pennsylvania
$221M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$30.5M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$119M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$109M
3
New York State Common Retirement Fund
3
New York State Common Retirement Fund
New York
$1.05M
4
EARNEST Partners
4
EARNEST Partners
Georgia
$68.7M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
26
Royce & Associates
New York
$26.8M -$4.83M -44,710 -15%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$26.1M +$615K +5,694 +2%
GKIM
28
GW&K Investment Management
Massachusetts
$22.4M -$223K -2,060 -1%
Millennium Management
29
Millennium Management
New York
$22M -$11.4M -105,943 -34%
Bank of America
30
Bank of America
North Carolina
$21.9M -$1.44M -13,376 -6%
Norges Bank
31
Norges Bank
Norway
$21.7M -$1.43M -13,278 -6%
Marshall Wace
32
Marshall Wace
United Kingdom
$19.2M +$14.8M +137,241 +337%
Voloridge Investment Management
33
Voloridge Investment Management
Florida
$18.4M +$12.4M +114,479 +206%
Fuller & Thaler Asset Management
34
Fuller & Thaler Asset Management
California
$18.4M +$13.7M +127,083 +297%
CCMLC
35
Cardinal Capital Management LLC (Connecticut)
Connecticut
$17.9M -$621K -5,748 -3%
Morgan Stanley
36
Morgan Stanley
New York
$16.3M -$2M -18,561 -11%
D.E. Shaw & Co
37
D.E. Shaw & Co
New York
$15.6M +$14.3M +132,250 +1,084%
SFM
38
Systematic Financial Management
New Jersey
$14.9M +$154K +1,430 +1%
NIG
39
NFJ Investment Group
Texas
$13.9M +$597K +5,529 +5%
Man Group
40
Man Group
United Kingdom
$13.7M +$13.7M +126,814 New
AQR Capital Management
41
AQR Capital Management
Connecticut
$11.5M +$3.1M +28,826 +37%
Principal Financial Group
42
Principal Financial Group
Iowa
$10.4M -$309K -2,858 -3%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$9.71M +$579K +5,363 +6%
Public Employees Retirement Association of Colorado
44
Public Employees Retirement Association of Colorado
Colorado
$9.71M – – –
Nuveen Asset Management
45
Nuveen Asset Management
Illinois
$9.68M +$109K +1,006 +1%
Citadel Advisors
46
Citadel Advisors
Florida
$9.48M -$12.8M -118,300 -57%
KCM
47
Kennedy Capital Management
Missouri
$9M +$903K +8,358 +11%
Creative Planning
48
Creative Planning
Kansas
$8.85M +$2.7K +25 +0%
Wellington Management Group
49
Wellington Management Group
Massachusetts
$8.1M +$977K +9,049 +14%
PCM
50
Peregrine Capital Management
Minnesota
$7.51M -$311K -2,875 -4%
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