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Helen of Troy
HELE

Overview Fund Activity

295 hedge funds and large institutions have $4.06B invested in Helen of Troy in 2022 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 95 increasing their positions, 110 reducing their positions, and 24 closing their positions.

Holders
295
Holders Change
+19
Holders Change %
+6.88%
% of All Funds
4.99%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
48
Increased
95
Reduced
110
Closed
24
Calls
$29.9M
Puts
$14.7M
Net Calls
+$15.2M
Net Calls Change
+$583K

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$276M
2
Morgan Stanley
2
Morgan Stanley
New York
$24.4M
3
CB
3
Cooke & Bieler
Pennsylvania
$254M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$42.3M
5
Bessemer Group
5
Bessemer Group
New Jersey
$10M

Top Sellers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$3.43M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$177M
3
ACA
3
Anchor Capital Advisors
Massachusetts
$576K
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$62.7M
5
GT
5
Glenmede Trust
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Neuberger Berman Group
76
Neuberger Berman Group
New York
$4.32M -$16.7K -103 -0.4%
Polen Capital Management
77
Polen Capital Management
Florida
$4.08M -$876K -5,393 -18%
Comerica Bank
78
Comerica Bank
Texas
$3.97M -$586K -4,579 -13%
ACM
79
AlphaCrest Capital Management
New York
$3.97M +$3.65M +22,450 +1,145%
LPL Financial
80
LPL Financial
California
$3.93M -$102K -631 -3%
Holocene Advisors
81
Holocene Advisors
New York
$3.85M +$826K +5,084 +27%
EAM
82
EULAV Asset Management
Florida
$3.74M – – –
Marshall Wace
83
Marshall Wace
United Kingdom
$3.65M +$3.65M +22,503 New
DA
84
Duality Advisers
Florida
$3.62M +$2.83M +17,421 +356%
TC
85
TwinBeech Capital
New York
$3.52M +$3.52M +21,686 New
William Blair Investment Management
86
William Blair Investment Management
Illinois
$3.43M -$67.8M -417,280 -95%
HPIA
87
Hamilton Point Investment Advisors
North Carolina
$3.39M +$7.96K +49 +0.2%
BNP Paribas Financial Markets
88
BNP Paribas Financial Markets
France
$3.36M +$2.73M +16,784 +430%
CS
89
Credit Suisse
Switzerland
$3.35M -$72.4K -446 -2%
Wells Fargo
90
Wells Fargo
California
$3.34M -$6.87M -42,274 -67%
GIA
91
Gladstone Institutional Advisory
Florida
$3.29M +$819K +5,041 +33%
MOACM
92
Mutual of America Capital Management
New York
$3.24M -$336K -2,066 -9%
Voloridge Investment Management
93
Voloridge Investment Management
Florida
$3.18M +$3.18M +19,592 New
Millennium Management
94
Millennium Management
New York
$3.13M +$2.35M +14,491 +305%
Amundi
95
Amundi
France
$3.03M -$7.53K -60 -0.2%
TPSF
96
Texas Permanent School Fund
Texas
$2.8M +$25.2K +155 +0.9%
GIA
97
GHP Investment Advisors
Colorado
$2.77M -$198K -1,222 -7%
New York State Common Retirement Fund
98
New York State Common Retirement Fund
New York
$2.68M -$113K -696 -4%
AB
99
Amalgamated Bank
New York
$2.63M -$35.2K -217 -1%
Two Sigma Investments
100
Two Sigma Investments
New York
$2.58M +$2.58M +15,904 New
2 3
4
5 6