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Helen of Troy
HELE

Overview Fund Activity

276 hedge funds and large institutions have $4.88B invested in Helen of Troy in 2022 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 91 increasing their positions, 107 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
276
Holders Change
-13
Holders Change %
-4.5%
% of All Funds
4.37%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
31
Increased
91
Reduced
107
Closed
41
Calls
$21.2M
Puts
$6.53M
Net Calls
+$14.6M
Net Calls Change
-$4.4M

Top Buyers

1
CB
1
Cooke & Bieler
Pennsylvania
$287M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$399M
3
Capital World Investors
3
Capital World Investors
California
$173M
4
CCMLC
4
Cardinal Capital Management LLC (Connecticut)
Connecticut
$35.6M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$18.4M

Top Sellers

1
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$0
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$292M
3
Goldman Sachs
3
Goldman Sachs
New York
$8.95M
4
Victory Capital Management
4
Victory Capital Management
Texas
$56.2M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$95.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AACP
76
Advantage Alpha Capital Partners
California
$4.65M +$264K +1,347 +6%
Amundi
77
Amundi
France
$4.64M -$679K -3,537 -13%
EAM
78
EULAV Asset Management
Florida
$4.5M – – –
MOACM
79
Mutual of America Capital Management
New York
$4.31M +$85K +434 +2%
CS
80
Credit Suisse
Switzerland
$4.13M +$39K +199 +1%
HPIA
81
Hamilton Point Investment Advisors
North Carolina
$4.08M +$88.9K +454 +2%
IECM
82
Intrinsic Edge Capital Management
Illinois
$3.92M +$3.92M +20,000 New
RCMC
83
RK Capital Management (Colorado)
Colorado
$3.83M +$3.83M +19,555 New
Holocene Advisors
84
Holocene Advisors
New York
$3.65M +$2.33M +11,920 +177%
SEI Investments
85
SEI Investments
Pennsylvania
$3.59M +$1.08M +5,515 +43%
GIA
86
GHP Investment Advisors
Colorado
$3.58M +$3.58M +18,303 New
New York State Common Retirement Fund
87
New York State Common Retirement Fund
New York
$3.37M -$38.2K -195 -1%
TPSF
88
Texas Permanent School Fund
Texas
$3.35M -$70.5K -360 -2%
Citadel Advisors
89
Citadel Advisors
Florida
$3.32M +$661K +3,374 +25%
PA
90
Pinnacle Associates
New York
$3.24M +$2.61M +13,325 +411%
AB
91
Amalgamated Bank
New York
$3.21M -$154K -784 -5%
AF
92
Amalgamated Financial
New York
$3.21M +$3.21M +16,401 New
GIA
93
Gladstone Institutional Advisory
Florida
$2.97M +$2.97M +15,186 New
CRC
94
Curi RMB Capital
Illinois
$2.68M – – –
State of New Jersey Common Pension Fund D
95
State of New Jersey Common Pension Fund D
New Jersey
$2.64M – – –
M&T Bank
96
M&T Bank
New York
$2.63M +$1.27M +6,505 +94%
YCM
97
Yousif Capital Management
Michigan
$2.58M +$101K +517 +4%
Aviva
98
Aviva
United Kingdom
$2.54M – – –
State of Tennessee, Department of Treasury
99
State of Tennessee, Department of Treasury
Tennessee
$2.45M – – –
CII
100
Capital International Inc
California
$2.33M -$270K -1,377 -10%
2 3
4
5 6