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Helen of Troy
HELE

Overview Fund Activity

276 hedge funds and large institutions have $4.88B invested in Helen of Troy in 2022 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 91 increasing their positions, 107 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
276
Holders Change
-13
Holders Change %
-4.5%
% of All Funds
4.37%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
31
Increased
91
Reduced
107
Closed
41
Calls
$21.2M
Puts
$6.53M
Net Calls
+$14.6M
Net Calls Change
-$4.4M

Top Buyers

1
CB
Cooke & Bieler
Pennsylvania
$287M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$399M
3
Capital World Investors
Capital World Investors
California
$173M
4
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
$35.6M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$18.4M

Top Sellers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
2
Capital Research Global Investors
Capital Research Global Investors
California
$292M
3
Goldman Sachs
Goldman Sachs
New York
$8.95M
4
Victory Capital Management
Victory Capital Management
Texas
$56.2M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$95.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$1.28M -$213K -1,085 -14%
ASRS
127
Arizona State Retirement System
Arizona
$1.28M +$7.05K +36 +0.6%
ProShare Advisors
128
ProShare Advisors
Maryland
$1.26M -$210K -1,072 -14%
Nisa Investment Advisors
129
Nisa Investment Advisors
Missouri
$1.26M -$15.3K -78 -1%
Thrivent Financial for Lutherans
130
Thrivent Financial for Lutherans
Minnesota
$1.24M -$10.8K -55 -0.9%
SOMRS
131
State of Michigan Retirement System
Michigan
$1.2M +$8.62K +44 +0.7%
EVM
132
Eaton Vance Management
Massachusetts
$1.16M +$802K +4,101 +226%
Stifel Financial
133
Stifel Financial
Missouri
$1.15M -$1.96K -10 -0.2%
SG Americas Securities
134
SG Americas Securities
New York
$1.05M -$2.52M -12,874 -71%
BHCM
135
Boulder Hill Capital Management
New York
$1.04M +$1.04M +5,300 New
Barclays
136
Barclays
United Kingdom
$1.03M -$5.62M -28,691 -85%
NMERB
137
New Mexico Educational Retirement Board
New Mexico
$999K – – –
Teacher Retirement System of Texas
138
Teacher Retirement System of Texas
Texas
$985K +$75.6K +386 +8%
DA
139
Duality Advisers
Florida
$958K +$958K +4,893 New
CWM
140
Congress Wealth Management
Massachusetts
$936K +$131K +670 +16%
Millennium Management
141
Millennium Management
New York
$930K +$30K +153 +3%
ECM
142
ExodusPoint Capital Management
New York
$905K +$905K +4,621 New
IMRF
143
Illinois Municipal Retirement Fund
Illinois
$896K – – –
Jane Street
144
Jane Street
New York
$874K +$14.9K +76 +2%
PAM
145
Panagora Asset Management
Massachusetts
$835K -$99.3K -507 -11%
WTC
146
WhitTier Trust Company
Nevada
$834K +$127K +647 +18%
ZIM
147
Zacks Investment Management
Illinois
$804K +$804K +4,104 New
Janney Montgomery Scott
148
Janney Montgomery Scott
Pennsylvania
$800K -$47.6K -243 -6%
CB
149
Commerce Bank
Missouri
$768K -$302K -1,541 -28%
PWMAG
150
Pinnacle Wealth Management Advisory Group
New Jersey
$764K +$764K +3,900 New
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6
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