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Helen of Troy
HELE

Overview Fund Activity

256 hedge funds and large institutions have $2.34B invested in Helen of Troy in 2022 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 103 increasing their positions, 90 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
-39
Holders Change %
-13.22%
% of All Funds
4.43%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
28
Increased
103
Reduced
90
Closed
65
Calls
$15.3M
Puts
$5.89M
Net Calls
+$9.38M
Net Calls Change
-$5.85M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$230M
2
NIG
2
NFJ Investment Group
Texas
$18.1M
3
Victory Capital Management
3
Victory Capital Management
Texas
$41.7M
4
SCM
4
Snyder Capital Management
California
$52.1M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$20.1M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$51.7M
2
Fidelity International
2
Fidelity International
Bermuda
$0
3
Lazard Asset Management
3
Lazard Asset Management
New York
$0
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$129M
5
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$4.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS AM
76
UBS AM
Illinois
$2.57M -$485K -5,030 -16%
New York State Teachers Retirement System (NYSTRS)
77
New York State Teachers Retirement System (NYSTRS)
New York
$2.5M -$75.2K -780 -3%
LPL Financial
78
LPL Financial
California
$2.33M -$2.8K -29 -0.1%
JF
79
Jump Financial
Illinois
$2.24M +$2.24M +23,207 New
TC
80
TwinBeech Capital
New York
$2.23M +$137K +1,416 +7%
EAM
81
EULAV Asset Management
Florida
$2.22M – – –
ACM
82
AlphaCrest Capital Management
New York
$2.15M -$201K -2,082 -9%
Jane Street
83
Jane Street
New York
$2.05M +$954K +9,887 +87%
QC
84
Quadrature Capital
United Kingdom
$2.05M +$2.05M +21,220 New
CCIA
85
Campbell & Co Investment Adviser
Maryland
$2.04M +$1.19M +12,377 +140%
HPIA
86
Hamilton Point Investment Advisors
North Carolina
$2.03M +$16.3K +169 +0.8%
CS
87
Credit Suisse
Switzerland
$2.03M +$32.5K +337 +2%
MOACM
88
Mutual of America Capital Management
New York
$1.86M -$66.3K -688 -3%
Two Sigma Advisers
89
Two Sigma Advisers
New York
$1.81M +$1.81M +18,763 New
State of New Jersey Common Pension Fund D
90
State of New Jersey Common Pension Fund D
New Jersey
$1.74M +$438K +4,537 +34%
First Trust Advisors
91
First Trust Advisors
Illinois
$1.69M +$660K +6,844 +64%
New York State Common Retirement Fund
92
New York State Common Retirement Fund
New York
$1.67M +$76.7K +796 +5%
TPSF
93
Texas Permanent School Fund
Texas
$1.66M -$2.51K -26 -0.2%
AAM
94
Azzad Asset Management
Virginia
$1.62M +$677K +6,975 +72%
AB
95
Amalgamated Bank
New York
$1.6M +$42.5K +441 +3%
M&T Bank
96
M&T Bank
New York
$1.58M +$281K +2,919 +22%
GIA
97
GHP Investment Advisors
Colorado
$1.54M -$107K -1,110 -6%
D.E. Shaw & Co
98
D.E. Shaw & Co
New York
$1.53M +$1.17M +12,106 +321%
Neuberger Berman Group
99
Neuberger Berman Group
New York
$1.51M -$1.06M -10,955 -41%
DA
100
Duality Advisers
Florida
$1.44M -$716K -7,425 -33%
2 3
4
5 6