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Helen of Troy
HELE

Overview Fund Activity

245 hedge funds and large institutions have $2.78B invested in Helen of Troy in 2022 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 94 increasing their positions, 72 reducing their positions, and 46 closing their positions.

Holders
245
Holders Change
-11
Holders Change %
-4.3%
% of All Funds
3.95%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
40
Increased
94
Reduced
72
Closed
46
Calls
$52.2M
Puts
$117M
Net Calls
-$64.3M
Net Calls Change
-$73.7M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$323M
2
EARNEST Partners
2
EARNEST Partners
Georgia
$55.9M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$182M
4
RA
4
Royce & Associates
New York
$30.9M
5
CB
5
Cooke & Bieler
Pennsylvania
$201M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$0
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$26.1M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$7.28M
4
NPIC
4
Neumeier Poma Investment Counsel
California
$0
5
Loomis, Sayles & Company
5
Loomis, Sayles & Company
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MIM
76
MetLife Investment Management
New Jersey
$3.01M -$80.3K -724 -3%
UBS AM
77
UBS AM
Illinois
$2.96M -$4.66K -42 -0.2%
New York State Teachers Retirement System (NYSTRS)
78
New York State Teachers Retirement System (NYSTRS)
New York
$2.87M – – –
Qube Research & Technologies (QRT)
79
Qube Research & Technologies (QRT)
United Kingdom
$2.86M +$1.25M +11,311 +78%
SEI Investments
80
SEI Investments
Pennsylvania
$2.83M -$1.02M -9,215 -27%
State of New Jersey Common Pension Fund D
81
State of New Jersey Common Pension Fund D
New Jersey
$2.74M +$744K +6,707 +37%
Neuberger Berman Group
82
Neuberger Berman Group
New York
$2.74M +$1M +9,054 +58%
Polen Capital Management
83
Polen Capital Management
Florida
$2.59M -$492K -4,438 -16%
EAM
84
EULAV Asset Management
Florida
$2.55M – – –
QC
85
Quadrature Capital
United Kingdom
$2.53M +$182K +1,639 +8%
LPL Financial
86
LPL Financial
California
$2.47M -$214K -1,930 -8%
First Trust Advisors
87
First Trust Advisors
Illinois
$2.45M +$502K +4,522 +26%
Tudor Investment Corp
88
Tudor Investment Corp
Connecticut
$2.45M -$4.2M -37,857 -63%
CCM
89
Cinctive Capital Management
New York
$2.42M +$2.42M +21,830 New
E
90
Ergoteles
New York
$2.36M +$895K +8,072 +61%
Holocene Advisors
91
Holocene Advisors
New York
$2.29M -$1.27M -11,475 -36%
US Bancorp
92
US Bancorp
Minnesota
$2.22M +$1.54M +13,922 +230%
MOACM
93
Mutual of America Capital Management
New York
$2.19M +$49.6K +447 +2%
TI
94
Trexquant Investment
Connecticut
$1.93M +$1.93M +17,433 New
AB
95
Amalgamated Bank
New York
$1.88M +$34.1K +307 +2%
AAM
96
Azzad Asset Management
Virginia
$1.86M +$8.98K +81 +0.5%
TPSF
97
Texas Permanent School Fund
Texas
$1.79M -$126K -1,135 -7%
FG
98
Formula Growth
Quebec, Canada
$1.66M +$1.66M +15,000 New
GIA
99
GHP Investment Advisors
Colorado
$1.55M -$219K -1,974 -12%
Jane Street
100
Jane Street
New York
$1.51M -$846K -7,632 -36%
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4
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