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

Top Sellers

1
Wells Fargo
Wells Fargo
California
$21.8M
2
William Blair Investment Management
William Blair Investment Management
Illinois
$111M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$474M
4
Capital Research Global Investors
Capital Research Global Investors
California
$391M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$40.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Nova Scotia
151
Bank of Nova Scotia
Ontario, Canada
$982K +$413K +1,690 +73%
KeyBank National Association
152
KeyBank National Association
Ohio
$937K -$70.9K -290 -7%
GCP
153
GSA Capital Partners
United Kingdom
$922K +$922K +3,770 New
X
154
Xponance
Pennsylvania
$906K -$7.83K -32 -0.9%
TRSOTSOK
155
Teachers Retirement System of the State of Kentucky
Kentucky
$890K – – –
WTC
156
WhitTier Trust Company
Nevada
$884K +$91.2K +373 +12%
Federated Hermes
157
Federated Hermes
Pennsylvania
$876K -$18.1K -74 -2%
CAM
158
Cubic Asset Management
Massachusetts
$866K – – –
Susquehanna International Group
159
Susquehanna International Group
Pennsylvania
$866K +$866K +3,543 New
Osaic Holdings
160
Osaic Holdings
Arizona
$857K +$3.91K +16 +0.5%
BMO
161
Beck Mack & Oliver
New York
$856K – – –
SOADOR
162
State of Alaska Department of Revenue
Alaska
$855K -$50.1K -205 -6%
AIL
163
AGF Investments LLC
Ontario, Canada
$839K +$190K +776 +29%
PNC Financial Services Group
164
PNC Financial Services Group
Pennsylvania
$805K -$78.1K -319 -9%
AIC
165
Aurora Investment Counsel
Georgia
$794K +$8.56K +35 +1%
PA
166
Pinnacle Associates
New York
$792K – – –
BC
167
Burney Company
Virginia
$784K -$489 -2 -0.1%
JPMPWA
168
J.P. Morgan Private Wealth Advisors
California
$767K +$290K +1,186 +61%
SSWM
169
Smith Salley Wealth Management
North Carolina
$747K – – –
Zurich Cantonal Bank
170
Zurich Cantonal Bank
Switzerland
$730K +$134K +547 +22%
VF
171
Virtu Financial
New York
$726K +$726K +2,970 New
Prudential Financial
172
Prudential Financial
New Jersey
$709K -$124K -530 -15%
SO
173
STRS Ohio
Ohio
$684K +$48.9K +200 +8%
William Blair & Company
174
William Blair & Company
Illinois
$658K -$270K -1,104 -29%
OAM
175
Oppenheimer Asset Management
New York
$652K +$122K +498 +23%
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