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Helen of Troy
HELE

Overview Fund Activity

295 hedge funds and large institutions have $4.06B invested in Helen of Troy in 2022 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 95 increasing their positions, 110 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
295
Holders Change
+19
Holders Change %
+6.88%
% of All Funds
4.99%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
48
Increased
95
Reduced
110
Closed
24
Calls
$29.9M
Puts
$14.7M
Net Calls
+$15.2M
Net Calls Change
+$583K

Top Buyers

1
Capital International Investors
Capital International Investors
California
$276M
2
Morgan Stanley
Morgan Stanley
New York
$24.4M
3
CB
Cooke & Bieler
Pennsylvania
$254M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$42.3M
5
Bessemer Group
Bessemer Group
New Jersey
$10M

Top Sellers

1
William Blair Investment Management
William Blair Investment Management
Illinois
$3.43M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$177M
3
ACA
Anchor Capital Advisors
Massachusetts
$576K
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$62.7M
5
GT
Glenmede Trust
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SGI
126
Summit Global Investments
Utah
$1.34M +$77.9K +480 +6%
AIP
127
Ameritas Investment Partners
Nebraska
$1.33M -$16.7K -103 -1%
Ensign Peak Advisors
128
Ensign Peak Advisors
Utah
$1.3M – – –
SG Americas Securities
129
SG Americas Securities
New York
$1.29M +$417K +2,566 +48%
State Board of Administration of Florida Retirement System
130
State Board of Administration of Florida Retirement System
Florida
$1.25M – – –
IMRF
131
Illinois Municipal Retirement Fund
Illinois
$1.24M +$499K +3,071 +67%
SIA
132
Sit Investment Associates
Minnesota
$1.22M – – –
Envestnet Asset Management
133
Envestnet Asset Management
Illinois
$1.16M -$666K -4,103 -36%
OPERF
134
Oregon Public Employees Retirement Fund
Oregon
$1.13M -$118K -726 -9%
P8IP
135
Pier 88 Investment Partners
California
$1.13M -$97.5K -600 -8%
ASRS
136
Arizona State Retirement System
Arizona
$1.06M +$3.09K +19 +0.3%
Carson Wealth (CWM LLC)
137
Carson Wealth (CWM LLC)
Nebraska
$1.06M -$3.41K -21 -0.3%
US Bancorp
138
US Bancorp
Minnesota
$1.02M -$67.9K -418 -6%
Thrivent Financial for Lutherans
139
Thrivent Financial for Lutherans
Minnesota
$1.02M -$8.45K -52 -0.8%
Nisa Investment Advisors
140
Nisa Investment Advisors
Missouri
$989K -$53.6K -330 -5%
SOMRS
141
State of Michigan Retirement System
Michigan
$979K -$16.2K -100 -2%
State of Wisconsin Investment Board
142
State of Wisconsin Investment Board
Wisconsin
$979K +$979K +6,031 New
YIH
143
Y-Intercept (HK)
Hong Kong
$942K +$942K +5,800 New
AIL
144
AGF Investments LLC
Ontario, Canada
$885K +$885K +5,451 New
Barclays
145
Barclays
United Kingdom
$876K +$23.2K +143 +3%
CWM
146
Congress Wealth Management
Massachusetts
$870K +$94.8K +584 +12%
EVM
147
Eaton Vance Management
Massachusetts
$863K -$98.3K -605 -10%
QT
148
Quantbot Technologies
New York
$853K +$853K +5,253 New
LSERS
149
Louisiana State Employees Retirement System
Louisiana
$806K – – –
PAM
150
Panagora Asset Management
Massachusetts
$790K +$97.4K +600 +14%
4 5
6
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