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Helen of Troy
HELE

Overview Fund Activity

246 hedge funds and large institutions have $3.07B invested in Helen of Troy in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 82 increasing their positions, 90 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
-1
Holders Change %
-0.4%
% of All Funds
3.88%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
29
Increased
82
Reduced
90
Closed
30
Calls
$119M
Puts
$159M
Net Calls
-$40M
Net Calls Change
+$379M

Top Buyers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$119M
2
Lazard Asset Management
2
Lazard Asset Management
New York
$27.1M
3
Goldman Sachs
3
Goldman Sachs
New York
$29.8M
4
CB
4
Cooke & Bieler
Pennsylvania
$221M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$30.5M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$119M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$109M
3
New York State Common Retirement Fund
3
New York State Common Retirement Fund
New York
$1.05M
4
EARNEST Partners
4
EARNEST Partners
Georgia
$68.7M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CSS
76
Cubist Systematic Strategies
Connecticut
$2.98M +$1.62M +14,953 +119%
GIA
77
Gladstone Institutional Advisory
Florida
$2.97M +$54K +500 +2%
Manulife (Manufacturers Life Insurance)
78
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.88M -$59.7K -553 -2%
MIM
79
MetLife Investment Management
New Jersey
$2.87M -$15.9K -147 -0.6%
New York State Teachers Retirement System (NYSTRS)
80
New York State Teachers Retirement System (NYSTRS)
New York
$2.82M +$10.8K +100 +0.4%
UBS AM
81
UBS AM
Illinois
$2.78M – – –
CII
82
Capital International Inc
California
$2.74M -$85.4K -791 -3%
State of New Jersey Common Pension Fund D
83
State of New Jersey Common Pension Fund D
New Jersey
$2.69M +$443K +4,097 +20%
TRSOTSOK
84
Teachers Retirement System of the State of Kentucky
Kentucky
$2.67M +$247K +2,288 +10%
DFCM
85
Dark Forest Capital Management
Puerto Rico
$2.65M +$1.76M +16,291 +197%
E
86
Ergoteles
New York
$2.59M +$2.59M +23,978 New
LPL Financial
87
LPL Financial
California
$2.49M -$80.5K -745 -3%
EAM
88
EULAV Asset Management
Florida
$2.48M – – –
First Trust Advisors
89
First Trust Advisors
Illinois
$2.47M +$452K +4,187 +22%
Polen Capital Management
90
Polen Capital Management
Florida
$2.43M -$93K -861 -4%
AAM
91
Azzad Asset Management
Virginia
$2.4M +$27.1K +251 +1%
PP
92
PDT Partners
New York
$2.29M -$132K -1,222 -5%
TPSF
93
Texas Permanent School Fund
Texas
$2.28M -$38.8K -359 -2%
Envestnet Asset Management
94
Envestnet Asset Management
Illinois
$2.03M +$344K +3,188 +20%
ECM
95
ExodusPoint Capital Management
New York
$2M +$2M +18,527 New
BNP Paribas Financial Markets
96
BNP Paribas Financial Markets
France
$1.99M +$398K +3,686 +25%
Canada Pension Plan Investment Board
97
Canada Pension Plan Investment Board
Ontario, Canada
$1.89M +$1.89M +17,500 New
MOACM
98
Mutual of America Capital Management
New York
$1.88M -$209K -1,933 -10%
T. Rowe Price Associates
99
T. Rowe Price Associates
Maryland
$1.78M -$3.8M -35,120 -68%
M&T Bank
100
M&T Bank
New York
$1.73M – – –
2 3
4
5 6