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Helen of Troy
HELE

Overview Fund Activity

247 hedge funds and large institutions have $2.68B invested in Helen of Troy in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 100 increasing their positions, 74 reducing their positions, and 31 closing their positions.

Holders
247
Holders Change
+2
Holders Change %
+0.82%
% of All Funds
3.95%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
35
Increased
100
Reduced
74
Closed
31
Calls
$84.8M
Puts
$503M
Net Calls
-$419M
Net Calls Change
-$354M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$323M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$143M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$84.7M
4
Capital International Investors
4
Capital International Investors
California
$30M
5
EARNEST Partners
5
EARNEST Partners
Georgia
$74.6M

Top Sellers

1
Brown Advisory
1
Brown Advisory
Maryland
$0
2
BTW
2
Boston Trust Walden
Massachusetts
$0
3
LCM
3
Landscape Capital Management
New Jersey
$0
4
Two Sigma Investments
4
Two Sigma Investments
New York
$723K
5
RCMC
5
RK Capital Management (Colorado)
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
US Bancorp
101
US Bancorp
Minnesota
$1.43M 14,994 -4,981 -25%
BNP Paribas Financial Markets
102
BNP Paribas Financial Markets
France
$1.4M 14,699 -12,966 -47%
GIA
103
GHP Investment Advisors
Colorado
$1.31M 13,746 -251 -2%
State of Tennessee, Department of Treasury
104
State of Tennessee, Department of Treasury
Tennessee
$1.2M 12,637 -825 -6%
CSS
105
Cubist Systematic Strategies
Connecticut
$1.2M 12,599 +376 +3%
YCM
106
Yousif Capital Management
Michigan
$1.17M 12,274 +5 +0%
D.E. Shaw & Co
107
D.E. Shaw & Co
New York
$1.16M 12,204 -50,210 -80%
OAM
108
Oppenheimer Asset Management
New York
$1.13M 11,897 +11,897 New
WSCM
109
Wellington Shields Capital Management
New York
$1.12M 11,800 +11,800 New
YIH
110
Y-Intercept (HK)
Hong Kong
$1.07M 11,213 +11,213 New
State of Wisconsin Investment Board
111
State of Wisconsin Investment Board
Wisconsin
$1.06M 11,121 -366 -3%
COPPSERS
112
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.03M 10,806 +14 +0.1%
ACM
113
Aquatic Capital Management
Illinois
$1.03M 10,800 +3,900 +57%
GCP
114
GSA Capital Partners
United Kingdom
$985K 10,353 +8,160 +372%
Mirae Asset Global Investments
115
Mirae Asset Global Investments
South Korea
$985K 10,349 +189 +2%
Walleye Capital
116
Walleye Capital
New York
$947K 9,947 +6,164 +163%
NIMC
117
Nierenberg Investment Management Company
Washington
$936K 9,830 -180 -2%
OC
118
Oarsman Capital
Wisconsin
$909K 9,556 -53 -0.6%
VOYA Investment Management
119
VOYA Investment Management
Georgia
$859K 9,026 – –
CAM
120
ClariVest Asset Management
California
$821K 8,628 +8,628 New
Ensign Peak Advisors
121
Ensign Peak Advisors
Utah
$818K 8,597 +400 +5%
DFCM
122
Dark Forest Capital Management
Puerto Rico
$787K 8,266 +7,377 +830%
CCM
123
Cinctive Capital Management
New York
$771K 8,100 -13,730 -63%
AIP
124
Ameritas Investment Partners
Nebraska
$770K 8,094 – –
MUAMU
125
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$761K 8,000 +8,000 New
3 4
5
6 7