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Helen of Troy
HELE

Overview Fund Activity

247 hedge funds and large institutions have $2.68B invested in Helen of Troy in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 100 increasing their positions, 74 reducing their positions, and 31 closing their positions.

Holders
247
Holders Change
+2
Holders Change %
+0.82%
% of All Funds
3.95%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
35
Increased
100
Reduced
74
Closed
31
Calls
$84.8M
Puts
$503M
Net Calls
-$419M
Net Calls Change
-$354M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$323M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$143M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$84.7M
4
Capital International Investors
4
Capital International Investors
California
$30M
5
EARNEST Partners
5
EARNEST Partners
Georgia
$74.6M

Top Sellers

1
Brown Advisory
1
Brown Advisory
Maryland
$0
2
BTW
2
Boston Trust Walden
Massachusetts
$0
3
LCM
3
Landscape Capital Management
New Jersey
$0
4
Two Sigma Investments
4
Two Sigma Investments
New York
$723K
5
RCMC
5
RK Capital Management (Colorado)
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Lazard Asset Management
51
Lazard Asset Management
New York
$5.66M 59,488 +59,488 New
Deutsche Bank
52
Deutsche Bank
Germany
$5.62M 59,075 +22,601 +62%
Legal & General Group
53
Legal & General Group
United Kingdom
$5.6M 58,800 +2,144 +4%
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$5.54M 58,254 +52,091 +845%
Ameriprise
55
Ameriprise
Minnesota
$5.3M 55,672 +7,992 +17%
Voloridge Investment Management
56
Voloridge Investment Management
Florida
$5.29M 55,549 +759 +1%
AllianceBernstein
57
AllianceBernstein
Tennessee
$4.99M 52,386 -542 -1%
Swiss National Bank
58
Swiss National Bank
Switzerland
$4.93M 51,800 -6,100 -11%
T. Rowe Price Associates
59
T. Rowe Price Associates
Maryland
$4.91M 51,586 +6,691 +15%
MAP
60
Moody Aldrich Partners
Massachusetts
$4.61M 48,407 -21,301 -31%
AIG
61
American International Group
New York
$4.59M 48,252 -111 -0.2%
Fuller & Thaler Asset Management
62
Fuller & Thaler Asset Management
California
$4.08M 42,831 +20 +0%
Marshall Wace
63
Marshall Wace
United Kingdom
$3.87M 40,700 -44,047 -52%
Wells Fargo
64
Wells Fargo
California
$3.78M 39,677 +26,719 +206%
Man Group
65
Man Group
United Kingdom
– – -4,494 Closed
California Public Employees Retirement System
66
California Public Employees Retirement System
California
$3.46M 36,313 -17,747 -33%
Qube Research & Technologies (QRT)
67
Qube Research & Technologies (QRT)
United Kingdom
$3.39M 35,631 +9,810 +38%
AACP
68
Advantage Alpha Capital Partners
California
$3.29M 34,519 +34,519 New
Tudor Investment Corp
69
Tudor Investment Corp
Connecticut
$3.18M 33,457 +11,407 +52%
FA
70
Faithward Advisors
Pennsylvania
$3.17M 32,885 +32,885 New
Russell Investments Group
71
Russell Investments Group
United Kingdom
$3.07M 32,283 -23,571 -42%
TI
72
Trexquant Investment
Connecticut
$3.05M 32,052 +14,619 +84%
Retirement Systems of Alabama
73
Retirement Systems of Alabama
Alabama
$2.98M 31,348 -273 -0.9%
AM
74
AGF Management
Ontario, Canada
$2.92M 30,670 -5,275 -15%
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$2.85M 29,921 -425 -1%
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3
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