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Helen of Troy
HELE

Overview Fund Activity

256 hedge funds and large institutions have $2.34B invested in Helen of Troy in 2022 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 103 increasing their positions, 90 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
-39
Holders Change %
-13.22%
% of All Funds
4.43%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
28
Increased
103
Reduced
90
Closed
65
Calls
$15.3M
Puts
$5.89M
Net Calls
+$9.38M
Net Calls Change
-$5.85M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$230M
2
NIG
2
NFJ Investment Group
Texas
$18.1M
3
Victory Capital Management
3
Victory Capital Management
Texas
$41.7M
4
SCM
4
Snyder Capital Management
California
$52.1M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$20.1M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$51.7M
2
Fidelity International
2
Fidelity International
Bermuda
$0
3
Lazard Asset Management
3
Lazard Asset Management
New York
$0
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$129M
5
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$4.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
126
Aquatic Capital Management
Illinois
$762K +$569K +5,900 +295%
State Board of Administration of Florida Retirement System
127
State Board of Administration of Florida Retirement System
Florida
$740K – – –
JIR
128
James Investment Research
Ohio
$739K -$68.2K -707 -8%
IMRF
129
Illinois Municipal Retirement Fund
Illinois
$737K – – –
SIA
130
Sit Investment Associates
Minnesota
$726K – – –
WCM Investment Management
131
WCM Investment Management
California
$720K -$2.66M -26,813 -79%
Barclays
132
Barclays
United Kingdom
$688K +$168K +1,736 +32%
Susquehanna International Group
133
Susquehanna International Group
Pennsylvania
$688K +$277K +2,873 +67%
OPERF
134
Oregon Public Employees Retirement Fund
Oregon
$672K – – –
Carson Wealth (CWM LLC)
135
Carson Wealth (CWM LLC)
Nebraska
$662K +$31.9K +331 +5%
ASRS
136
Arizona State Retirement System
Arizona
$625K -$5.98K -62 -0.9%
LSERS
137
Louisiana State Employees Retirement System
Louisiana
$617K +$9.64K +100 +2%
Thrivent Financial for Lutherans
138
Thrivent Financial for Lutherans
Minnesota
$612K +$8.59K +89 +1%
PFO
139
Pathstone Family Office
New Jersey
$602K +$387K +4,012 +180%
Bank of Nova Scotia
140
Bank of Nova Scotia
Ontario, Canada
$596K +$220K +2,282 +59%
US Bancorp
141
US Bancorp
Minnesota
$584K -$22.8K -236 -4%
SOMRS
142
State of Michigan Retirement System
Michigan
$581K – – –
Nisa Investment Advisors
143
Nisa Investment Advisors
Missouri
$552K -$35.3K -366 -6%
DTL
144
Dynamic Technology Lab
Singapore
$534K -$338K -3,510 -39%
Verition Fund Management
145
Verition Fund Management
Connecticut
$518K +$314K +3,256 +154%
EVM
146
Eaton Vance Management
Massachusetts
$510K -$1.74K -18 -0.3%
Citigroup
147
Citigroup
New York
$507K +$250K +2,589 +97%
Envestnet Asset Management
148
Envestnet Asset Management
Illinois
$506K -$183K -1,894 -27%
YIH
149
Y-Intercept (HK)
Hong Kong
$496K -$63K -653 -11%
WTC
150
WhitTier Trust Company
Nevada
$482K +$35K +363 +8%
4 5
6
7 8