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Helen of Troy
HELE

Overview Fund Activity

245 hedge funds and large institutions have $2.78B invested in Helen of Troy in 2022 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 94 increasing their positions, 72 reducing their positions, and 46 closing their positions.

Holders
245
Holders Change
-11
Holders Change %
-4.3%
% of All Funds
3.95%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
40
Increased
94
Reduced
72
Closed
46
Calls
$52.2M
Puts
$117M
Net Calls
-$64.3M
Net Calls Change
-$73.7M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$323M
2
EARNEST Partners
2
EARNEST Partners
Georgia
$55.9M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$182M
4
RA
4
Royce & Associates
New York
$30.9M
5
CB
5
Cooke & Bieler
Pennsylvania
$201M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$0
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$26.1M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$7.28M
4
NPIC
4
Neumeier Poma Investment Counsel
California
$0
5
Loomis, Sayles & Company
5
Loomis, Sayles & Company
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Legal & General Group
51
Legal & General Group
United Kingdom
$6.28M +$125K +1,124 +2%
Russell Investments Group
52
Russell Investments Group
United Kingdom
$6.19M +$1.04M +9,333 +20%
Voloridge Investment Management
53
Voloridge Investment Management
Florida
$6.08M -$227K -2,043 -4%
California Public Employees Retirement System
54
California Public Employees Retirement System
California
$6M -$190K -1,710 -3%
Invesco
55
Invesco
Georgia
$5.92M +$229K +2,061 +4%
WCM
56
Wedge Capital Management
North Carolina
$5.88M -$1.72M -15,498 -23%
AllianceBernstein
57
AllianceBernstein
Tennessee
$5.87M -$455K -4,100 -7%
Goldman Sachs
58
Goldman Sachs
New York
$5.82M -$2.49M -22,449 -30%
HF
59
HRT Financial
New York
$5.64M +$5.64M +50,826 New
AIG
60
American International Group
New York
$5.36M -$54.9K -495 -1%
Wellington Management Group
61
Wellington Management Group
Massachusetts
$5.36M +$5.36M +48,315 New
Ameriprise
62
Ameriprise
Minnesota
$5.29M -$80K -721 -1%
T. Rowe Price Associates
63
T. Rowe Price Associates
Maryland
$4.98M -$6.15M -55,439 -55%
Fuller & Thaler Asset Management
64
Fuller & Thaler Asset Management
California
$4.75M +$14.2K +128 +0.3%
Deutsche Bank
65
Deutsche Bank
Germany
$4.05M +$143K +1,286 +4%
AM
66
AGF Management
Ontario, Canada
$3.99M +$3.99M +35,945 New
Retirement Systems of Alabama
67
Retirement Systems of Alabama
Alabama
$3.51M +$26.8K +242 +0.8%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$3.37M +$49K +442 +1%
Two Sigma Advisers
69
Two Sigma Advisers
New York
$3.26M +$1.18M +10,600 +56%
Comerica Bank
70
Comerica Bank
Texas
$3.18M -$402K -3,460 -11%
QT
71
Quantbot Technologies
New York
$3.13M +$1.95M +17,549 +164%
Manulife (Manufacturers Life Insurance)
72
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.1M -$4.22K -38 -0.1%
BNP Paribas Financial Markets
73
BNP Paribas Financial Markets
France
$3.07M -$675K -6,088 -18%
GIA
74
Gladstone Institutional Advisory
Florida
$3.05M -$305K -2,753 -9%
CS
75
Credit Suisse
Switzerland
$3.02M +$691K +6,234 +30%
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