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Helen of Troy
HELE

Overview Fund Activity

289 hedge funds and large institutions have $6.17B invested in Helen of Troy in 2021 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 105 increasing their positions, 98 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
+10
Holders Change %
+3.58%
% of All Funds
4.46%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
28
Increased
105
Reduced
98
Closed
17
Calls
$28.9M
Puts
$9.9M
Net Calls
+$19M
Net Calls Change
+$14.6M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$346M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$337M
3
Capital World Investors
Capital World Investors
California
$191M
4
Norges Bank
Norges Bank
Norway
$42M
5
VOYA Investment Management
VOYA Investment Management
Georgia
$11.9M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$21.8M
2
William Blair Investment Management
William Blair Investment Management
Illinois
$111M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$474M
4
Capital Research Global Investors
Capital Research Global Investors
California
$391M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$40.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
State of Tennessee, Department of Treasury
101
State of Tennessee, Department of Treasury
Tennessee
$3.05M – – –
SEI Investments
102
SEI Investments
Pennsylvania
$3.04M +$121K +509 +4%
Envestnet Asset Management
103
Envestnet Asset Management
Illinois
$2.73M +$82.1K +336 +3%
First Trust Advisors
104
First Trust Advisors
Illinois
$2.49M -$2.69M -11,018 -52%
HW
105
Hancock Whitney
Mississippi
$2.47M -$11.7K -48 -0.5%
MAM
106
Martingale Asset Management
Massachusetts
$2.46M -$122K -500 -5%
MLICM
107
Metropolitan Life Insurance Company (MetLife)
New York
$2.43M -$64.1K -262 -3%
AAM
108
Azzad Asset Management
Virginia
$2.27M -$107K -436 -4%
ACM
109
AlphaCrest Capital Management
New York
$2.19M +$297K +1,216 +16%
AQR Capital Management
110
AQR Capital Management
Connecticut
$2.15M -$208K -852 -9%
DTL
111
Dynamic Technology Lab
Singapore
$2.14M +$979K +4,005 +85%
WT
112
Whittier Trust
California
$2.05M +$61.4K +251 +3%
N
113
Natixis
France
$2.03M -$538K -2,200 -21%
AIP
114
Ameritas Investment Partners
Nebraska
$2.02M – – –
State Board of Administration of Florida Retirement System
115
State Board of Administration of Florida Retirement System
Florida
$1.96M -$78.5K -321 -4%
COPPSERS
116
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.96M +$9.29K +38 +0.5%
Ensign Peak Advisors
117
Ensign Peak Advisors
Utah
$1.96M -$2.82M -11,540 -59%
OC
118
Oarsman Capital
Wisconsin
$1.92M -$8.56K -35 -0.4%
OPERF
119
Oregon Public Employees Retirement Fund
Oregon
$1.92M -$94.4K -386 -5%
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$1.87M +$1.87M +7,635 New
Citigroup
121
Citigroup
New York
$1.85M +$828K +3,388 +81%
SIA
122
Sit Investment Associates
Minnesota
$1.84M +$91.7K +375 +5%
SGI
123
Summit Global Investments
Utah
$1.84M +$297K +1,214 +19%
ProShare Advisors
124
ProShare Advisors
Maryland
$1.84M +$651K +2,664 +55%
CAM
125
Congress Asset Management
Massachusetts
$1.76M +$69.2K +283 +4%
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5
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