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Helen of Troy
HELE

Overview Fund Activity

245 hedge funds and large institutions have $2.78B invested in Helen of Troy in 2022 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 94 increasing their positions, 72 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
-11
Holders Change %
-4.3%
% of All Funds
3.95%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
40
Increased
94
Reduced
72
Closed
46
Calls
$52.2M
Puts
$117M
Net Calls
-$64.3M
Net Calls Change
-$73.7M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$323M
2
EARNEST Partners
EARNEST Partners
Georgia
$55.9M
3
Capital Research Global Investors
Capital Research Global Investors
California
$182M
4
RA
Royce & Associates
New York
$30.9M
5
CB
Cooke & Bieler
Pennsylvania
$201M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$0
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$26.1M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$7.28M
4
NPIC
Neumeier Poma Investment Counsel
California
$0
5
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Zurich Cantonal Bank
151
Zurich Cantonal Bank
Switzerland
$397K +$68.2K +615 +21%
P8IP
152
Pier 88 Investment Partners
California
$389K +$44.4K +400 +13%
MAM
153
Meeder Asset Management
Ohio
$387K +$354K +3,188 +1,073%
Bank of Nova Scotia
154
Bank of Nova Scotia
Ontario, Canada
$386K -$300K -2,702 -44%
Handelsbanken Fonder
155
Handelsbanken Fonder
Sweden
$383K – – –
SOADOR
156
State of Alaska Department of Revenue
Alaska
$368K – – –
CCM
157
Chimera Capital Management
New York
$366K +$366K +3,297 New
PA
158
Pinnacle Associates
New York
$355K -$599K -5,400 -63%
HEIP
159
Hudson Edge Investment Partners
New Jersey
$353K -$1.66K -15 -0.5%
Osaic Holdings
160
Osaic Holdings
Arizona
$344K +$32.1K +288 +10%
IIC
161
Integrated Investment Consultants
Michigan
$329K +$329K +2,970 New
Citigroup
162
Citigroup
New York
$326K -$257K -2,317 -44%
LOAMU
163
Lombard Odier Asset Management (USA)
New York
$321K +$321K +2,894 New
Teacher Retirement System of Texas
164
Teacher Retirement System of Texas
Texas
$295K -$83.4K -753 -22%
Mariner
165
Mariner
Kansas
$294K +$294K +2,651 New
CAM
166
Cubic Asset Management
Massachusetts
$293K -$94.6K -853 -24%
RJA
167
Raymond James & Associates
Florida
$288K -$47.6K -429 -14%
KeyBank National Association
168
KeyBank National Association
Ohio
$286K – – –
Stifel Financial
169
Stifel Financial
Missouri
$283K +$23.7K +214 +9%
PAMS
170
Pictet Asset Management (Switzerland)
Switzerland
$283K +$283K +2,552 New
Prudential Financial
171
Prudential Financial
New Jersey
$280K +$8.43K +76 +3%
SAM
172
Securian Asset Management
Minnesota
$249K +$11.1K +100 +5%
GCP
173
GSA Capital Partners
United Kingdom
$243K -$10.1K -91 -4%
II
174
Inspire Investing
Idaho
$235K -$2.22K -20 -0.9%
API
175
Advisor Partners II
California
$212K +$212K +1,915 New
5 6
7
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