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Helen of Troy
HELE

Overview Fund Activity

289 hedge funds and large institutions have $6.17B invested in Helen of Troy in 2021 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 105 increasing their positions, 98 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
+10
Holders Change %
+3.58%
% of All Funds
4.46%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
28
Increased
105
Reduced
98
Closed
17
Calls
$28.9M
Puts
$9.9M
Net Calls
+$19M
Net Calls Change
+$14.6M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$346M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$337M
3
Capital World Investors
3
Capital World Investors
California
$191M
4
Norges Bank
4
Norges Bank
Norway
$42M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$11.9M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$21.8M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$111M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$474M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$391M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$40.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPA
51
Parametric Portfolio Associates
Washington
$14.5M +$115K +470 +0.8%
GT
52
Glenmede Trust
Pennsylvania
$14.5M -$17.4K -71 -0.1%
AllianceBernstein
53
AllianceBernstein
Tennessee
$14.4M +$32.3K +132 +0.2%
Legal & General Group
54
Legal & General Group
United Kingdom
$14.3M -$56.7K -232 -0.4%
Polen Capital Management
55
Polen Capital Management
Florida
$14.1M +$2.77M +11,347 +25%
Invesco
56
Invesco
Georgia
$13.4M -$3.42M -14,007 -20%
Ameriprise
57
Ameriprise
Minnesota
$13.4M -$256K -1,049 -2%
KCM
58
Kennedy Capital Management
Missouri
$13.3M +$2.36M +9,664 +22%
Russell Investments Group
59
Russell Investments Group
United Kingdom
$13.3M -$22.2K -91 -0.2%
California Public Employees Retirement System
60
California Public Employees Retirement System
California
$13.1M -$341K -1,393 -3%
AIG
61
American International Group
New York
$13M -$263K -1,075 -2%
Swiss National Bank
62
Swiss National Bank
Switzerland
$13M -$244K -1,000 -2%
BA
63
Bridgewater Associates
Connecticut
$12.2M +$861K +3,521 +8%
VOYA Investment Management
64
VOYA Investment Management
Georgia
$11.9M +$9.6M +39,256 +416%
Balyasny Asset Management
65
Balyasny Asset Management
Illinois
$11.6M -$5.24M -21,441 -31%
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$11.4M -$2.14M -8,766 -16%
Deutsche Bank
67
Deutsche Bank
Germany
$10.5M +$134K +548 +1%
ZCM
68
Ziegler Capital Management
Illinois
$10.5M +$2.1M +8,604 +25%
Man Group
69
Man Group
United Kingdom
$10M +$3M +12,257 +43%
Barclays
70
Barclays
United Kingdom
$8.3M +$885K +3,619 +12%
California State Teachers Retirement System (CalSTRS)
71
California State Teachers Retirement System (CalSTRS)
California
$8.19M +$102K +418 +1%
MFIMFI
72
Mesirow Financial Investment Management - Fixed Income
Illinois
$7.83M -$1.66M -6,810 -18%
Retirement Systems of Alabama
73
Retirement Systems of Alabama
Alabama
$7.72M -$10.2M -41,809 -57%
Comerica Bank
74
Comerica Bank
Texas
$7.61M -$3.42K -16 -0%
New York State Teachers Retirement System (NYSTRS)
75
New York State Teachers Retirement System (NYSTRS)
New York
$6.55M +$597K +2,442 +10%
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