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Helen of Troy
HELE

Overview Fund Activity

256 hedge funds and large institutions have $2.34B invested in Helen of Troy in 2022 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 103 increasing their positions, 90 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
-39
Holders Change %
-13.22%
% of All Funds
4.43%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
28
Increased
103
Reduced
90
Closed
65
Calls
$15.3M
Puts
$5.89M
Net Calls
+$9.38M
Net Calls Change
-$5.85M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$230M
2
NIG
2
NFJ Investment Group
Texas
$18.1M
3
Victory Capital Management
3
Victory Capital Management
Texas
$41.7M
4
SCM
4
Snyder Capital Management
California
$52.1M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$20.1M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$51.7M
2
Fidelity International
2
Fidelity International
Bermuda
$0
3
Lazard Asset Management
3
Lazard Asset Management
New York
$0
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$129M
5
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$4.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
51
Eagle Asset Management
Florida
$5.71M -$685K -7,100 -11%
AllianceBernstein
52
AllianceBernstein
Tennessee
$5.5M -$24.7K -256 -0.4%
Voloridge Investment Management
53
Voloridge Investment Management
Florida
$5.48M +$3.59M +37,241 +190%
Swiss National Bank
54
Swiss National Bank
Switzerland
$5.45M -$28.9K -300 -0.5%
California Public Employees Retirement System
55
California Public Employees Retirement System
California
$5.38M +$340K +3,522 +7%
Legal & General Group
56
Legal & General Group
United Kingdom
$5.36M -$42.2K -438 -0.8%
Invesco
57
Invesco
Georgia
$4.95M -$37K -384 -0.7%
AIG
58
American International Group
New York
$4.71M -$136K -1,411 -3%
Ameriprise
59
Ameriprise
Minnesota
$4.67M -$185K -1,914 -4%
Russell Investments Group
60
Russell Investments Group
United Kingdom
$4.49M -$1.89M -19,578 -30%
Fuller & Thaler Asset Management
61
Fuller & Thaler Asset Management
California
$4.12M -$13.8M -142,603 -77%
Millennium Management
62
Millennium Management
New York
$4.07M +$2.21M +22,927 +119%
Citadel Advisors
63
Citadel Advisors
Florida
$3.63M +$2.35M +24,406 +185%
Deutsche Bank
64
Deutsche Bank
Germany
$3.39M -$219K -2,267 -6%
SEI Investments
65
SEI Investments
Pennsylvania
$3.35M -$65.4K -678 -2%
BNP Paribas Financial Markets
66
BNP Paribas Financial Markets
France
$3.26M +$1.26M +13,068 +63%
Holocene Advisors
67
Holocene Advisors
New York
$3.1M +$808K +8,380 +35%
Retirement Systems of Alabama
68
Retirement Systems of Alabama
Alabama
$3.03M -$2.8K -29 -0.1%
ECM
69
ExodusPoint Capital Management
New York
$2.96M +$1.48M +15,331 +100%
GIA
70
Gladstone Institutional Advisory
Florida
$2.92M +$970K +10,064 +50%
California State Teachers Retirement System (CalSTRS)
71
California State Teachers Retirement System (CalSTRS)
California
$2.88M -$83.9K -870 -3%
Manulife (Manufacturers Life Insurance)
72
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.7M -$67.7K -702 -2%
MIM
73
MetLife Investment Management
New Jersey
$2.69M +$50.1K +519 +2%
Polen Capital Management
74
Polen Capital Management
Florida
$2.68M +$261K +2,711 +11%
Comerica Bank
75
Comerica Bank
Texas
$2.67M -$12.5K -145 -0.5%
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