HELE icon

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 %
BNP Paribas Financial Markets
151
BNP Paribas Financial Markets
France
$764K -$634K -3,235 -45%
X
152
Xponance
Pennsylvania
$718K -$6.85K -35 -0.9%
PNC Financial Services Group
153
PNC Financial Services Group
Pennsylvania
$707K +$63.6K +325 +10%
UBS Group
154
UBS Group
Switzerland
$705K -$3.46M -17,679 -83%
CAM
155
Cubic Asset Management
Massachusetts
$694K – – –
BMO
156
Beck Mack & Oliver
New York
$685K – – –
Handelsbanken Fonder
157
Handelsbanken Fonder
Sweden
$676K -$235K -1,200 -26%
TRSOTSOK
158
Teachers Retirement System of the State of Kentucky
Kentucky
$674K -$39.2K -200 -5%
Federated Hermes
159
Federated Hermes
Pennsylvania
$671K -$31K -158 -4%
SOADOR
160
State of Alaska Department of Revenue
Alaska
$665K -$19.6K -100 -3%
Zurich Cantonal Bank
161
Zurich Cantonal Bank
Switzerland
$630K +$45.8K +234 +8%
AIC
162
Aurora Investment Counsel
Georgia
$627K -$8.81K -45 -1%
ETC
163
Exchange Traded Concepts
Oklahoma
$566K +$58K +296 +11%
Tudor Investment Corp
164
Tudor Investment Corp
Connecticut
$555K -$3.21M -16,407 -85%
Prudential Financial
165
Prudential Financial
New Jersey
$547K -$46.8K -239 -8%
LA
166
Lindenwold Advisors
Pennsylvania
$547K +$31.6K +161 +6%
DTL
167
Dynamic Technology Lab
Singapore
$546K -$1.16M -5,945 -68%
BAM
168
Blueshift Asset Management
New Jersey
$529K +$97.7K +499 +23%
SO
169
STRS Ohio
Ohio
$528K -$19.6K -100 -4%
William Blair & Company
170
William Blair & Company
Illinois
$514K -$12.7K -65 -2%
ACM
171
Argent Capital Management
Missouri
$506K -$3.3M -16,876 -87%
JPMPWA
172
J.P. Morgan Private Wealth Advisors
California
$502K -$112K -572 -18%
TC
173
TownSquare Capital
Utah
$497K +$102K +522 +26%
HEIP
174
Hudson Edge Investment Partners
New Jersey
$468K +$2.55K +13 +0.5%
JCM
175
Janney Capital Management
Pennsylvania
$435K +$3.33K +17 +0.8%
5 6
7
8 9