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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 %
LA
176
Lindenwold Advisors
Pennsylvania
$643K +$643K +2,630 New
PP
177
Paloma Partners
Connecticut
$638K +$638K +2,610 New
ETC
178
Exchange Traded Concepts
Oklahoma
$634K +$11K +45 +2%
Pacer Advisors
179
Pacer Advisors
Pennsylvania
$620K +$7.33K +30 +1%
MCIA
180
Mountain Capital Investment Advisors
Colorado
$600K +$95.1K +417 +19%
HEIP
181
Hudson Edge Investment Partners
New Jersey
$581K -$135K -552 -19%
JCM
182
Janney Capital Management
Pennsylvania
$539K +$5.38K +22 +1%
BAM
183
Blueshift Asset Management
New Jersey
$539K +$159K +650 +42%
SAM
184
Securian Asset Management
Minnesota
$525K – – –
CGH
185
Crossmark Global Holdings
Texas
$519K -$222K -910 -30%
PA
186
Profund Advisors
Maryland
$516K +$17.6K +72 +4%
BCI
187
Brinker Capital Investments
Pennsylvania
$504K +$11.5K +47 +2%
HSBC Holdings
188
HSBC Holdings
United Kingdom
$503K +$228K +929 +83%
Canada Pension Plan Investment Board
189
Canada Pension Plan Investment Board
Ontario, Canada
$496K +$181K +741 +58%
TC
190
TownSquare Capital
Utah
$493K +$193K +788 +64%
MUAMU
191
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$489K – – –
FA
192
FDx Advisors
Illinois
$484K +$141K +577 +41%
V
193
Veritable
Delaware
$473K – – –
PK
194
Pflug Koory
Nebraska
$467K -$3.67K -15 -0.8%
TRCT
195
Tower Research Capital (TRC)
New York
$459K -$139K -568 -23%
Ohio Public Employees Retirement System (OPERS)
196
Ohio Public Employees Retirement System (OPERS)
Ohio
$458K +$36.7K +150 +9%
GC
197
Guggenheim Capital
Illinois
$453K -$745K -3,051 -62%
DSC
198
Duncker Streett & Co
Missouri
$452K +$301K +1,231 +199%
Bank of Montreal
199
Bank of Montreal
Ontario, Canada
$449K -$143K -585 -24%
EVM
200
Eaton Vance Management
Massachusetts
$444K -$734 -3 -0.2%
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