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Helen of Troy
HELE

Overview Fund Activity

246 hedge funds and large institutions have $3.07B invested in Helen of Troy in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 82 increasing their positions, 90 reducing their positions, and 30 closing their positions.

Holders
246
Holders Change
-1
Holders Change %
-0.4%
% of All Funds
3.88%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
29
Increased
82
Reduced
90
Closed
30
Calls
$119M
Puts
$159M
Net Calls
-$40M
Net Calls Change
+$379M

Top Buyers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$119M
2
Lazard Asset Management
2
Lazard Asset Management
New York
$27.1M
3
Goldman Sachs
3
Goldman Sachs
New York
$29.8M
4
CB
4
Cooke & Bieler
Pennsylvania
$221M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$30.5M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$119M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$109M
3
New York State Common Retirement Fund
3
New York State Common Retirement Fund
New York
$1.05M
4
EARNEST Partners
4
EARNEST Partners
Georgia
$68.7M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Invesco
51
Invesco
Georgia
$7.3M -$22K -204 -0.3%
SEI Investments
52
SEI Investments
Pennsylvania
$6.89M -$290K -2,682 -4%
Deutsche Bank
53
Deutsche Bank
Germany
$6M -$385K -3,568 -6%
Swiss National Bank
54
Swiss National Bank
Switzerland
$5.65M +$54K +500 +1%
AllianceBernstein
55
AllianceBernstein
Tennessee
$5.51M -$152K -1,403 -3%
MAP
56
Moody Aldrich Partners
Massachusetts
$5.2M -$28.1K -260 -0.5%
AIG
57
American International Group
New York
$5.15M -$66K -611 -1%
BA
58
Bridgewater Associates
Connecticut
$5.03M -$5.97M -55,273 -54%
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$5.01M -$1.28M -11,864 -20%
Barclays
60
Barclays
United Kingdom
$4.91M -$5.3M -49,046 -52%
Wells Fargo
61
Wells Fargo
California
$4.71M +$425K +3,937 +10%
Ameriprise
62
Ameriprise
Minnesota
$4.68M -$1.33M -12,323 -22%
Holocene Advisors
63
Holocene Advisors
New York
$4.42M +$1.41M +13,045 +47%
Legal & General Group
64
Legal & General Group
United Kingdom
$4.01M -$2.34M -21,643 -37%
CIP
65
Chartwell Investment Partners
Pennsylvania
$3.97M +$3.97M +36,786 New
California Public Employees Retirement System
66
California Public Employees Retirement System
California
$3.92M – – –
FA
67
Faithward Advisors
Pennsylvania
$3.92M -$175K -1,408 -4%
Tudor Investment Corp
68
Tudor Investment Corp
Connecticut
$3.78M +$167K +1,549 +5%
AACP
69
Advantage Alpha Capital Partners
California
$3.75M +$21.3K +197 +0.6%
Retirement Systems of Alabama
70
Retirement Systems of Alabama
Alabama
$3.35M -$39.9K -369 -1%
CS
71
Credit Suisse
Switzerland
$3.25M +$224K +2,070 +7%
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$3.15M -$85.8K -794 -3%
QT
73
Quantbot Technologies
New York
$3.13M +$2.53M +23,460 +424%
Russell Investments Group
74
Russell Investments Group
United Kingdom
$3.05M -$433K -4,009 -12%
Wolverine Trading
75
Wolverine Trading
Illinois
$3.04M +$3.04M +28,337 New
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