HELE icon

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 %
RJA
151
Raymond James & Associates
Florida
$780K -$662K -4,072 -46%
WTC
152
WhitTier Trust Company
Nevada
$753K +$60.9K +375 +9%
Federated Hermes
153
Federated Hermes
Pennsylvania
$723K +$167K +1,031 +30%
AQR Capital Management
154
AQR Capital Management
Connecticut
$697K -$595K -3,831 -46%
Susquehanna International Group
155
Susquehanna International Group
Pennsylvania
$692K +$511K +3,144 +281%
Wellington Management Group
156
Wellington Management Group
Massachusetts
$688K +$688K +4,236 New
ProShare Advisors
157
ProShare Advisors
Maryland
$655K -$394K -2,422 -38%
Stifel Financial
158
Stifel Financial
Missouri
$654K -$296K -1,820 -31%
CB
159
Commerce Bank
Missouri
$633K -$4.22K -26 -0.7%
Bank of Nova Scotia
160
Bank of Nova Scotia
Ontario, Canada
$633K +$633K +3,898 New
ZIM
161
Zacks Investment Management
Illinois
$630K -$36.7K -226 -6%
E
162
Ergoteles
New York
$628K +$628K +3,869 New
Teacher Retirement System of Texas
163
Teacher Retirement System of Texas
Texas
$624K -$193K -1,187 -24%
X
164
Xponance
Pennsylvania
$622K +$25.8K +159 +4%
D.E. Shaw & Co
165
D.E. Shaw & Co
New York
$613K +$613K +3,774 New
NMERB
166
New Mexico Educational Retirement Board
New Mexico
$601K -$227K -1,400 -27%
PNC Financial Services Group
167
PNC Financial Services Group
Pennsylvania
$581K -$4.7K -29 -0.8%
EP
168
Edgestream Partners
New Jersey
$577K +$264K +1,628 +85%
ACA
169
Anchor Capital Advisors
Massachusetts
$576K -$23.9M -147,394 -98%
TI
170
Trexquant Investment
Connecticut
$574K +$574K +3,534 New
UBS Group
171
UBS Group
Switzerland
$568K -$17.2K -106 -3%
CAM
172
Cubic Asset Management
Massachusetts
$568K -$7.31K -45 -1%
BMO
173
Beck Mack & Oliver
New York
$568K – – –
Handelsbanken Fonder
174
Handelsbanken Fonder
Sweden
$560K – – –
SOADOR
175
State of Alaska Department of Revenue
Alaska
$560K +$8.12K +50 +1%
5 6
7
8 9