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Helen of Troy
HELE

Overview Fund Activity

256 hedge funds and large institutions have $2.34B invested in Helen of Troy in 2022 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 103 increasing their positions, 90 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
-39
Holders Change %
-13.22%
% of All Funds
4.43%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
28
Increased
103
Reduced
90
Closed
65
Calls
$15.3M
Puts
$5.89M
Net Calls
+$9.38M
Net Calls Change
-$5.85M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$230M
2
NIG
2
NFJ Investment Group
Texas
$18.1M
3
Victory Capital Management
3
Victory Capital Management
Texas
$41.7M
4
SCM
4
Snyder Capital Management
California
$52.1M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$20.1M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$51.7M
2
Fidelity International
2
Fidelity International
Bermuda
$0
3
Lazard Asset Management
3
Lazard Asset Management
New York
$0
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$129M
5
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$4.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
101
PEAK6 Investments
Illinois
$1.42M +$538K +5,583 +61%
Qube Research & Technologies (QRT)
102
Qube Research & Technologies (QRT)
United Kingdom
$1.4M +$1.4M +14,510 New
State of Tennessee, Department of Treasury
103
State of Tennessee, Department of Treasury
Tennessee
$1.3M +$93.7K +972 +8%
AIL
104
AGF Investments LLC
Ontario, Canada
$1.29M +$762K +7,907 +145%
EGM
105
Engineers Gate Manager
New York
$1.28M +$472K +4,889 +58%
E
106
Ergoteles
New York
$1.27M +$899K +9,325 +241%
YCM
107
Yousif Capital Management
Michigan
$1.18M -$111K -1,151 -9%
Wells Fargo
108
Wells Fargo
California
$1.12M -$863K -8,944 -43%
NIMC
109
Nierenberg Investment Management Company
Washington
$1.11M +$1.11M +11,510 New
Marshall Wace
110
Marshall Wace
United Kingdom
$1.08M -$1.09M -11,303 -50%
State of Wisconsin Investment Board
111
State of Wisconsin Investment Board
Wisconsin
$1.05M +$464K +4,813 +80%
QT
112
Quantbot Technologies
New York
$1.03M +$523K +5,429 +103%
Mirae Asset Global Investments
113
Mirae Asset Global Investments
South Korea
$980K +$980K +10,160 New
RA
114
Royce & Associates
New York
$964K +$964K +10,000 New
COPPSERS
115
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$916K +$6.17K +64 +0.7%
WT
116
Whittier Trust
California
$906K +$34.5K +358 +4%
VOYA Investment Management
117
VOYA Investment Management
Georgia
$870K – – –
Man Group
118
Man Group
United Kingdom
$867K +$867K +8,988 New
SGI
119
Summit Global Investments
Utah
$843K +$46.4K +481 +6%
PA
120
Pinnacle Associates
New York
$830K -$80.5K -835 -9%
JG
121
Jefferies Group
New York
$820K +$820K +8,504 New
SG Americas Securities
122
SG Americas Securities
New York
$801K +$34.6K +359 +5%
AIP
123
Ameritas Investment Partners
Nebraska
$780K -$7.04K -73 -0.9%
OC
124
Oarsman Capital
Wisconsin
$777K -$63.6K -660 -8%
Ensign Peak Advisors
125
Ensign Peak Advisors
Utah
$771K – – –
3 4
5
6 7