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Helen of Troy
HELE

Overview Fund Activity

276 hedge funds and large institutions have $4.88B invested in Helen of Troy in 2022 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 91 increasing their positions, 107 reducing their positions, and 41 closing their positions.

Holders
276
Holders Change
-13
Holders Change %
-4.5%
% of All Funds
4.37%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
31
Increased
91
Reduced
107
Closed
41
Calls
$21.2M
Puts
$6.53M
Net Calls
+$14.6M
Net Calls Change
-$4.4M

Top Buyers

1
CB
1
Cooke & Bieler
Pennsylvania
$287M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$399M
3
Capital World Investors
3
Capital World Investors
California
$173M
4
CCMLC
4
Cardinal Capital Management LLC (Connecticut)
Connecticut
$35.6M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$18.4M

Top Sellers

1
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$0
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$292M
3
Goldman Sachs
3
Goldman Sachs
New York
$8.95M
4
Victory Capital Management
4
Victory Capital Management
Texas
$56.2M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$95.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
101
Envestnet Asset Management
Illinois
$2.2M +$14.1K +72 +0.6%
JIR
102
James Investment Research
Ohio
$2.17M -$2.4M -12,259 -52%
MAM
103
Martingale Asset Management
Massachusetts
$1.99M +$19.6K +100 +1%
VRS
104
Virginia Retirement Systems
Virginia
$1.96M +$940K +4,800 +92%
HW
105
Hancock Whitney
Mississippi
$1.94M -$43.5K -222 -2%
Squarepoint
106
Squarepoint
New York
$1.9M +$1.9M +9,677 New
AAM
107
Azzad Asset Management
Virginia
$1.84M +$22.3K +114 +1%
VOYA Investment Management
108
VOYA Investment Management
Georgia
$1.82M -$7.71M -39,389 -81%
WT
109
Whittier Trust
California
$1.74M +$101K +518 +6%
RJA
110
Raymond James & Associates
Florida
$1.74M -$1.52M -7,745 -47%
COPPSERS
111
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.73M +$166K +846 +11%
CAM
112
Congress Asset Management
Massachusetts
$1.71M +$306K +1,561 +22%
First Trust Advisors
113
First Trust Advisors
Illinois
$1.7M -$292K -1,491 -15%
OC
114
Oarsman Capital
Wisconsin
$1.65M +$116K +590 +8%
AQR Capital Management
115
AQR Capital Management
Connecticut
$1.63M -$90.1K -460 -5%
N
116
Natixis
France
$1.63M +$587 +3 +0%
AIP
117
Ameritas Investment Partners
Nebraska
$1.62M – – –
Ensign Peak Advisors
118
Ensign Peak Advisors
Utah
$1.57M – – –
SGI
119
Summit Global Investments
Utah
$1.52M +$50.5K +258 +3%
OPERF
120
Oregon Public Employees Retirement Fund
Oregon
$1.51M -$27.2K -139 -2%
State Board of Administration of Florida Retirement System
121
State Board of Administration of Florida Retirement System
Florida
$1.5M -$66.6K -340 -4%
P8IP
122
Pier 88 Investment Partners
California
$1.48M +$80.3K +410 +6%
SIA
123
Sit Investment Associates
Minnesota
$1.48M – – –
LSERS
124
Louisiana State Employees Retirement System
Louisiana
$1.35M +$21.3K +100 +2%
US Bancorp
125
US Bancorp
Minnesota
$1.31M -$27.8K -142 -2%
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5
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