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Helen of Troy
HELE

Overview Fund Activity

276 hedge funds and large institutions have $4.88B invested in Helen of Troy in 2022 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 91 increasing their positions, 107 reducing their positions, and 41 closing their positions.

Holders
276
Holders Change
-13
Holders Change %
-4.5%
% of All Funds
4.37%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
31
Increased
91
Reduced
107
Closed
41
Calls
$21.2M
Puts
$6.53M
Net Calls
+$14.6M
Net Calls Change
-$4.4M

Top Buyers

1
CB
1
Cooke & Bieler
Pennsylvania
$287M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$399M
3
Capital World Investors
3
Capital World Investors
California
$173M
4
CCMLC
4
Cardinal Capital Management LLC (Connecticut)
Connecticut
$35.6M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$18.4M

Top Sellers

1
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$0
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$292M
3
Goldman Sachs
3
Goldman Sachs
New York
$8.95M
4
Victory Capital Management
4
Victory Capital Management
Texas
$56.2M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$95.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Legal & General Group
51
Legal & General Group
United Kingdom
$11.2M -$247K -1,259 -2%
Swiss National Bank
52
Swiss National Bank
Switzerland
$11.2M +$803K +4,100 +8%
Ameriprise
53
Ameriprise
Minnesota
$11M +$245K +1,250 +2%
GT
54
Glenmede Trust
Pennsylvania
$10.8M -$811K -4,144 -7%
Russell Investments Group
55
Russell Investments Group
United Kingdom
$10.8M +$87.9K +449 +0.8%
California Public Employees Retirement System
56
California Public Employees Retirement System
California
$10.6M +$54.1K +276 +0.5%
AIG
57
American International Group
New York
$10.3M -$147K -749 -1%
Invesco
58
Invesco
Georgia
$10.1M -$666K -3,402 -6%
Goldman Sachs
59
Goldman Sachs
New York
$8.95M -$20.9M -106,724 -70%
ZCM
60
Ziegler Capital Management
Illinois
$8.32M -$99.3K -507 -1%
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$8.11M -$1M -5,127 -11%
Morgan Stanley
62
Morgan Stanley
New York
$7.95M -$8.71M -44,472 -52%
Deutsche Bank
63
Deutsche Bank
Germany
$7.79M -$646K -3,300 -8%
Man Group
64
Man Group
United Kingdom
$7.71M -$311K -1,586 -4%
Comerica Bank
65
Comerica Bank
Texas
$7.59M -$4.27K -20 -0.1%
Retirement Systems of Alabama
66
Retirement Systems of Alabama
Alabama
$6.2M +$15.1K +77 +0.2%
UBS AM
67
UBS AM
Illinois
$6.18M -$5.42M -27,668 -47%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$6.04M -$520K -2,656 -8%
Polen Capital Management
69
Polen Capital Management
Florida
$5.97M -$5.31M -27,094 -47%
Manulife (Manufacturers Life Insurance)
70
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.76M -$1.85M -9,423 -24%
MIM
71
MetLife Investment Management
New Jersey
$5.49M +$1.56M +7,982 +40%
New York State Teachers Retirement System (NYSTRS)
72
New York State Teachers Retirement System (NYSTRS)
New York
$5.25M – – –
Neuberger Berman Group
73
Neuberger Berman Group
New York
$5.22M +$316K +1,615 +6%
CM
74
Castleark Management
Illinois
$5.15M +$1.5M +7,650 +41%
LPL Financial
75
LPL Financial
California
$4.87M +$60.5K +309 +1%
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