HELE icon

Helen of Troy
HELE

Overview Fund Activity

245 hedge funds and large institutions have $2.78B invested in Helen of Troy in 2022 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 94 increasing their positions, 72 reducing their positions, and 46 closing their positions.

Holders
245
Holders Change
-11
Holders Change %
-4.3%
% of All Funds
3.95%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
40
Increased
94
Reduced
72
Closed
46
Calls
$52.2M
Puts
$117M
Net Calls
-$64.3M
Net Calls Change
-$73.7M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$323M
2
EARNEST Partners
2
EARNEST Partners
Georgia
$55.9M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$182M
4
RA
4
Royce & Associates
New York
$30.9M
5
CB
5
Cooke & Bieler
Pennsylvania
$201M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$0
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$26.1M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$7.28M
4
NPIC
4
Neumeier Poma Investment Counsel
California
$0
5
Loomis, Sayles & Company
5
Loomis, Sayles & Company
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
101
UBS Group
Switzerland
$1.51M +$1.27M +11,419 +517%
EP
102
Edgestream Partners
New Jersey
$1.5M -$5.12M -46,196 -77%
State of Tennessee, Department of Treasury
103
State of Tennessee, Department of Treasury
Tennessee
$1.49M – – –
PI
104
PEAK6 Investments
Illinois
$1.44M -$194K -1,750 -12%
Wells Fargo
105
Wells Fargo
California
$1.44M +$148K +1,337 +12%
YCM
106
Yousif Capital Management
Michigan
$1.36M -$776 -7 -0.1%
CSS
107
Cubist Systematic Strategies
Connecticut
$1.36M -$5.44M -49,016 -80%
BCM
108
Bayesian Capital Management
New York
$1.3M +$767K +6,918 +145%
State of Wisconsin Investment Board
109
State of Wisconsin Investment Board
Wisconsin
$1.27M +$71.3K +643 +6%
COPPSERS
110
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.2M +$143K +1,289 +14%
Mirae Asset Global Investments
111
Mirae Asset Global Investments
South Korea
$1.13M – – –
NIMC
112
Nierenberg Investment Management Company
Washington
$1.11M -$166K -1,500 -13%
OC
113
Oarsman Capital
Wisconsin
$1.07M +$172K +1,549 +19%
GT
114
Glenmede Trust
Pennsylvania
$1.03M +$1.03M +9,248 New
VOYA Investment Management
115
VOYA Investment Management
Georgia
$1M – – –
Envestnet Asset Management
116
Envestnet Asset Management
Illinois
$939K +$357K +3,222 +61%
M&T Bank
117
M&T Bank
New York
$924K -$888K -8,004 -49%
Ensign Peak Advisors
118
Ensign Peak Advisors
Utah
$909K +$22.2K +200 +3%
AIP
119
Ameritas Investment Partners
Nebraska
$907K – – –
Barclays
120
Barclays
United Kingdom
$899K +$109K +981 +14%
State Board of Administration of Florida Retirement System
121
State Board of Administration of Florida Retirement System
Florida
$851K – – –
ACA
122
Anchor Capital Advisors
Massachusetts
$832K +$467K +4,212 +128%
SG Americas Securities
123
SG Americas Securities
New York
$810K -$111K -1,003 -12%
OPERF
124
Oregon Public Employees Retirement Fund
Oregon
$783K +$9.76K +88 +1%
ACM
125
Aquatic Capital Management
Illinois
$765K -$111K -1,000 -13%
3 4
5
6 7