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Helen of Troy
HELE

Overview Fund Activity

289 hedge funds and large institutions have $6.17B invested in Helen of Troy in 2021 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 105 increasing their positions, 98 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
+10
Holders Change %
+3.58%
% of All Funds
4.46%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
28
Increased
105
Reduced
98
Closed
17
Calls
$28.9M
Puts
$9.9M
Net Calls
+$19M
Net Calls Change
+$14.6M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$346M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$337M
3
Capital World Investors
3
Capital World Investors
California
$191M
4
Norges Bank
4
Norges Bank
Norway
$42M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$11.9M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$21.8M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$111M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$474M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$391M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$40.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Amundi
76
Amundi
France
$6.33M -$129K -565 -2%
Neuberger Berman Group
77
Neuberger Berman Group
New York
$6.03M +$1.41M +5,861 +31%
LPL Financial
78
LPL Financial
California
$6M -$9.05K -37 -0.2%
JIR
79
James Investment Research
Ohio
$5.71M -$92.7K -379 -2%
EAM
80
EULAV Asset Management
Florida
$5.63M – – –
AACP
81
Advantage Alpha Capital Partners
California
$5.48M +$5.48M +22,419 New
MOACM
82
Mutual of America Capital Management
New York
$5.28M +$79.5K +325 +2%
UBS Group
83
UBS Group
Switzerland
$5.2M +$2.63M +10,778 +103%
CS
84
Credit Suisse
Switzerland
$5.11M -$559K -2,286 -10%
HPIA
85
Hamilton Point Investment Advisors
North Carolina
$4.98M +$119K +488 +2%
MIM
86
MetLife Investment Management
New Jersey
$4.9M +$28.1K +115 +0.6%
ACM
87
Argent Capital Management
Missouri
$4.76M +$66.3K +271 +1%
Tudor Investment Corp
88
Tudor Investment Corp
Connecticut
$4.7M +$2.97M +12,148 +171%
CM
89
Castleark Management
Illinois
$4.56M +$3.31M +13,550 +265%
SG Americas Securities
90
SG Americas Securities
New York
$4.46M +$1.35M +5,542 +44%
TPSF
91
Texas Permanent School Fund
Texas
$4.27M -$86.8K -355 -2%
New York State Common Retirement Fund
92
New York State Common Retirement Fund
New York
$4.25M +$10K +41 +0.2%
AB
93
Amalgamated Bank
New York
$4.2M +$19.1K +78 +0.5%
RJA
94
Raymond James & Associates
Florida
$4.06M -$221K -902 -5%
CRC
95
Curi RMB Capital
Illinois
$3.34M -$733 -3 -0%
Citadel Advisors
96
Citadel Advisors
Florida
$3.32M +$1.84M +7,541 +125%
State of New Jersey Common Pension Fund D
97
State of New Jersey Common Pension Fund D
New Jersey
$3.29M -$291K -1,192 -8%
CII
98
Capital International Inc
California
$3.24M – – –
Aviva
99
Aviva
United Kingdom
$3.18M -$203K -830 -6%
YCM
100
Yousif Capital Management
Michigan
$3.09M +$3.09M +12,655 New
2 3
4
5 6