HELE icon

Helen of Troy
HELE

Overview Fund Activity

247 hedge funds and large institutions have $2.68B invested in Helen of Troy in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 100 increasing their positions, 74 reducing their positions, and 31 closing their positions.

Holders
247
Holders Change
+2
Holders Change %
+0.82%
% of All Funds
3.95%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
35
Increased
100
Reduced
74
Closed
31
Calls
$84.8M
Puts
$503M
Net Calls
-$419M
Net Calls Change
-$354M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$323M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$143M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$84.7M
4
Capital International Investors
4
Capital International Investors
California
$30M
5
EARNEST Partners
5
EARNEST Partners
Georgia
$74.6M

Top Sellers

1
Brown Advisory
1
Brown Advisory
Maryland
$0
2
BTW
2
Boston Trust Walden
Massachusetts
$0
3
LCM
3
Landscape Capital Management
New Jersey
$0
4
Two Sigma Investments
4
Two Sigma Investments
New York
$723K
5
RCMC
5
RK Capital Management (Colorado)
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
UBS AM
76
UBS AM
Illinois
$2.78M 29,240 +2,590 +10%
QC
77
Quadrature Capital
United Kingdom
$2.72M 28,567 +5,708 +25%
CS
78
Credit Suisse
Switzerland
$2.66M 27,984 +761 +3%
Holocene Advisors
79
Holocene Advisors
New York
$2.65M 27,869 +7,235 +35%
Manulife (Manufacturers Life Insurance)
80
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.59M 27,182 -779 -3%
GIA
81
Gladstone Institutional Advisory
Florida
$2.57M 26,988 -550 -2%
MIM
82
MetLife Investment Management
New Jersey
$2.54M 26,724 -394 -1%
CII
83
Capital International Inc
California
$2.49M 26,135 +21,259 +436%
New York State Teachers Retirement System (NYSTRS)
84
New York State Teachers Retirement System (NYSTRS)
New York
$2.48M 26,011 +100 +0.4%
LPL Financial
85
LPL Financial
California
$2.26M 23,787 +1,537 +7%
Polen Capital Management
86
Polen Capital Management
Florida
$2.22M 23,325 -53 -0.2%
EAM
87
EULAV Asset Management
Florida
$2.19M 23,000 – –
TRSOTSOK
88
Teachers Retirement System of the State of Kentucky
Kentucky
$2.14M 22,458 +18,566 +477%
PP
89
PDT Partners
New York
$2.14M 22,442 +22,442 New
AAM
90
Azzad Asset Management
Virginia
$2.09M 21,945 +5,203 +31%
TPSF
91
Texas Permanent School Fund
Texas
$2.04M 21,471 +5,365 +33%
State of New Jersey Common Pension Fund D
92
State of New Jersey Common Pension Fund D
New Jersey
$1.98M 20,787 -3,911 -16%
Squarepoint
93
Squarepoint
New York
$1.9M 19,939 -56,658 -74%
MOACM
94
Mutual of America Capital Management
New York
$1.84M 19,303 -401 -2%
First Trust Advisors
95
First Trust Advisors
Illinois
$1.78M 18,658 -3,416 -15%
Nomura Holdings
96
Nomura Holdings
Japan
$1.61M 16,895 +16,895 New
AB
97
Amalgamated Bank
New York
$1.53M 16,032 -900 -5%
M&T Bank
98
M&T Bank
New York
$1.52M 16,008 +7,679 +92%
Envestnet Asset Management
99
Envestnet Asset Management
Illinois
$1.49M 15,651 +7,181 +85%
SG Americas Securities
100
SG Americas Securities
New York
$1.47M 15,435 +8,134 +111%
2 3
4
5 6