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Helen of Troy
HELE

Overview Fund Activity

289 hedge funds and large institutions have $6.17B invested in Helen of Troy in 2021 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 105 increasing their positions, 98 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
+10
Holders Change %
+3.58%
% of All Funds
4.46%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
28
Increased
105
Reduced
98
Closed
17
Calls
$28.9M
Puts
$9.9M
Net Calls
+$19M
Net Calls Change
+$14.6M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$346M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$337M
3
Capital World Investors
3
Capital World Investors
California
$191M
4
Norges Bank
4
Norges Bank
Norway
$42M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$11.9M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$21.8M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$111M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$474M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$391M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$40.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
P8IP
126
Pier 88 Investment Partners
California
$1.75M +$425K +1,740 +32%
BNP Paribas Financial Markets
127
BNP Paribas Financial Markets
France
$1.74M +$785K +3,213 +82%
M&T Bank
128
M&T Bank
New York
$1.69M – – –
US Bancorp
129
US Bancorp
Minnesota
$1.67M -$29.6K -121 -2%
Holocene Advisors
130
Holocene Advisors
New York
$1.64M -$1.37M -5,586 -45%
ASRS
131
Arizona State Retirement System
Arizona
$1.59M -$42.5K -174 -3%
Thrivent Financial for Lutherans
132
Thrivent Financial for Lutherans
Minnesota
$1.56M +$15.4K +63 +1%
LSERS
133
Louisiana State Employees Retirement System
Louisiana
$1.52M +$24.5K +100 +2%
SOMRS
134
State of Michigan Retirement System
Michigan
$1.49M – – –
Baird Financial Group
135
Baird Financial Group
Wisconsin
$1.44M -$1.89M -7,720 -57%
Stifel Financial
136
Stifel Financial
Missouri
$1.43M +$100K +410 +8%
Nisa Investment Advisors
137
Nisa Investment Advisors
Missouri
$1.36M -$25.1K -120 -2%
CB
138
Commerce Bank
Missouri
$1.34M +$183K +748 +16%
HF
139
HRT Financial
New York
$1.28M -$5.21M -21,326 -80%
NMERB
140
New Mexico Educational Retirement Board
New Mexico
$1.25M – – –
American Century Companies
141
American Century Companies
Missouri
$1.17M +$625K +2,556 +114%
PAM
142
Panagora Asset Management
Massachusetts
$1.17M – – –
Handelsbanken Fonder
143
Handelsbanken Fonder
Sweden
$1.14M – – –
Teacher Retirement System of Texas
144
Teacher Retirement System of Texas
Texas
$1.14M +$173K +707 +18%
Millennium Management
145
Millennium Management
New York
$1.12M -$5.3M -21,687 -83%
IMRF
146
Illinois Municipal Retirement Fund
Illinois
$1.12M +$308K +1,260 +38%
Jane Street
147
Jane Street
New York
$1.07M -$626K -2,559 -37%
Janney Montgomery Scott
148
Janney Montgomery Scott
Pennsylvania
$1.06M +$145K +591 +16%
Voloridge Investment Management
149
Voloridge Investment Management
Florida
$1.02M -$382K -1,563 -27%
CWM
150
Congress Wealth Management
Massachusetts
$1.01M +$1.01M +4,108 New
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