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Helen of Troy
HELE

Overview Fund Activity

247 hedge funds and large institutions have $2.68B invested in Helen of Troy in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 100 increasing their positions, 74 reducing their positions, and 31 closing their positions.

Holders
247
Holders Change
+2
Holders Change %
+0.82%
% of All Funds
3.95%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
35
Increased
100
Reduced
74
Closed
31
Calls
$84.8M
Puts
$503M
Net Calls
-$419M
Net Calls Change
-$354M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$323M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$143M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$84.7M
4
Capital International Investors
4
Capital International Investors
California
$30M
5
EARNEST Partners
5
EARNEST Partners
Georgia
$74.6M

Top Sellers

1
Brown Advisory
1
Brown Advisory
Maryland
$0
2
BTW
2
Boston Trust Walden
Massachusetts
$0
3
LCM
3
Landscape Capital Management
New Jersey
$0
4
Two Sigma Investments
4
Two Sigma Investments
New York
$723K
5
RCMC
5
RK Capital Management (Colorado)
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ProShare Advisors
151
ProShare Advisors
Maryland
$402K 4,224 -365 -8%
Bank of Nova Scotia
152
Bank of Nova Scotia
Ontario, Canada
$383K 4,030 +552 +16%
SAM
153
Shell Asset Management
Netherlands
$383K 4,029 +4,029 New
DTL
154
Dynamic Technology Lab
Singapore
$370K 3,884 +3,884 New
HEIP
155
Hudson Edge Investment Partners
New Jersey
$368K 3,869 +684 +21%
CGH
156
Crossmark Global Holdings
Texas
$364K 3,826 +3,826 New
X
157
Xponance
Pennsylvania
$363K 3,815 +31 +0.8%
Federated Hermes
158
Federated Hermes
Pennsylvania
$361K 3,790 -101 -3%
Zurich Cantonal Bank
159
Zurich Cantonal Bank
Switzerland
$341K 3,578 – –
P8IP
160
Pier 88 Investment Partners
California
$334K 3,505 – –
RJFSA
161
Raymond James Financial Services Advisors
Florida
$329K 3,458 +3,458 New
Handelsbanken Fonder
162
Handelsbanken Fonder
Sweden
$328K 3,451 – –
NRD
163
Nebula Research & Development
New York
$315K 3,310 +3,310 New
SOADOR
164
State of Alaska Department of Revenue
Alaska
$315K 3,310 -15 -0.5%
VPIM
165
Vanguard Personalized Indexing Management
California
$290K 3,045 +3,045 New
IIC
166
Integrated Investment Consultants
Michigan
$271K 2,846 -124 -4%
II
167
Inspire Investing
Idaho
$267K 2,803 +684 +32%
EGM
168
Engineers Gate Manager
New York
$256K 2,690 +2,690 New
Teacher Retirement System of Texas
169
Teacher Retirement System of Texas
Texas
$254K 2,668 +6 +0.2%
CAM
170
Cubic Asset Management
Massachusetts
$252K 2,645 – –
RJA
171
Raymond James & Associates
Florida
$250K 2,631 +31 +1%
SCM
172
SevenOneSeven Capital Management
Pennsylvania
$246K 2,554 +2,554 New
Stifel Financial
173
Stifel Financial
Missouri
$246K 2,580 +26 +1%
GHA
174
GW Henssler & Associates
Georgia
$244K 2,567 +760 +42%
PAMS
175
Pictet Asset Management (Switzerland)
Switzerland
$243K 2,552 – –
5 6
7
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