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Helen of Troy
HELE

Overview Fund Activity

246 hedge funds and large institutions have $3.07B invested in Helen of Troy in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 82 increasing their positions, 90 reducing their positions, and 30 closing their positions.

Holders
246
Holders Change
-1
Holders Change %
-0.4%
% of All Funds
3.88%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
29
Increased
82
Reduced
90
Closed
30
Calls
$119M
Puts
$159M
Net Calls
-$40M
Net Calls Change
+$379M

Top Buyers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$119M
2
Lazard Asset Management
2
Lazard Asset Management
New York
$27.1M
3
Goldman Sachs
3
Goldman Sachs
New York
$29.8M
4
CB
4
Cooke & Bieler
Pennsylvania
$221M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$30.5M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$119M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$109M
3
New York State Common Retirement Fund
3
New York State Common Retirement Fund
New York
$1.05M
4
EARNEST Partners
4
EARNEST Partners
Georgia
$68.7M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
101
Gotham Asset Management
New York
$1.6M +$1.6M +14,777 New
US Bancorp
102
US Bancorp
Minnesota
$1.58M -$37.3K -345 -2%
AB
103
Amalgamated Bank
New York
$1.56M -$176K -1,628 -10%
GIA
104
GHP Investment Advisors
Colorado
$1.55M -$162K -1,299 -9%
JF
105
Jump Financial
Illinois
$1.53M +$1.28M +11,868 +516%
NIMC
106
Nierenberg Investment Management Company
Washington
$1.41M +$351K +3,250 +33%
State of Tennessee, Department of Treasury
107
State of Tennessee, Department of Treasury
Tennessee
$1.37M – – –
YCM
108
Yousif Capital Management
Michigan
$1.28M -$48.1K -445 -4%
WSCM
109
Wellington Shields Capital Management
New York
$1.27M – – –
OAM
110
Oppenheimer Asset Management
New York
$1.26M -$23K -213 -2%
COPPSERS
111
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.26M +$87.9K +814 +8%
American Century Companies
112
American Century Companies
Missouri
$1.13M +$1.13M +10,504 New
Mirae Asset Global Investments
113
Mirae Asset Global Investments
South Korea
$1.12M – – –
MUAMU
114
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.08M +$216K +2,000 +25%
ACA
115
Anchor Capital Advisors
Massachusetts
$1.07M +$261K +2,414 +32%
New York State Common Retirement Fund
116
New York State Common Retirement Fund
New York
$1.05M -$16.3M -150,812 -94%
VOYA Investment Management
117
VOYA Investment Management
Georgia
$1.02M +$47.5K +440 +5%
OC
118
Oarsman Capital
Wisconsin
$988K -$44K -407 -4%
Ensign Peak Advisors
119
Ensign Peak Advisors
Utah
$929K – – –
Citigroup
120
Citigroup
New York
$927K +$674K +6,242 +266%
EST
121
EA Series Trust
Pennsylvania
$898K +$898K +8,316 New
EF
122
Empowered Funds
Pennsylvania
$898K +$898K +8,316 New
AIP
123
Ameritas Investment Partners
Nebraska
$863K -$10.9K -101 -1%
Franklin Resources
124
Franklin Resources
California
$817K +$817K +7,565 New
Bank of Montreal
125
Bank of Montreal
Ontario, Canada
$805K -$38.6K -354 -5%
3 4
5
6 7