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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 %
PFO
176
Pathstone Family Office
New Jersey
$433K +$45.6K +200 +12%
CSS
177
Cubist Systematic Strategies
Connecticut
$432K +$78.3K +400 +22%
Baird Financial Group
178
Baird Financial Group
Wisconsin
$425K -$725K -3,707 -63%
Citigroup
179
Citigroup
New York
$423K -$1.06M -5,408 -71%
SAM
180
Securian Asset Management
Minnesota
$420K – – –
CGH
181
Crossmark Global Holdings
Texas
$414K -$1.96K -10 -0.5%
BC
182
Burney Company
Virginia
$411K -$217K -1,109 -35%
MUAMU
183
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$392K – – –
Bank of Montreal
184
Bank of Montreal
Ontario, Canada
$386K +$10.2K +50 +3%
Ohio Public Employees Retirement System (OPERS)
185
Ohio Public Employees Retirement System (OPERS)
Ohio
$386K +$19K +97 +5%
ACM
186
AlphaCrest Capital Management
New York
$384K -$1.37M -6,996 -78%
FA
187
FDx Advisors
Illinois
$382K -$5.28K -27 -1%
OAM
188
Oppenheimer Asset Management
New York
$379K -$143K -730 -27%
V
189
Veritable
Delaware
$379K +$587 +3 +0.2%
EP
190
Edgestream Partners
New Jersey
$377K +$377K +1,924 New
PK
191
Pflug Koory
Nebraska
$374K – – –
BCI
192
Brinker Capital Investments
Pennsylvania
$372K -$31.9K -163 -8%
MM
193
MQS Management
New York
$363K +$363K +1,854 New
PA
194
Profund Advisors
Maryland
$359K -$54.5K -278 -13%
SSWM
195
Smith Salley Wealth Management
North Carolina
$356K -$242K -1,236 -40%
GC
196
Guggenheim Capital
Illinois
$352K -$11.2K -57 -3%
KeyBank National Association
197
KeyBank National Association
Ohio
$349K -$401K -2,050 -53%
HBW
198
Hazlett, Burt & Watson
West Virginia
$343K +$343K +1,750 New
STAS
199
Strong Tower Advisory Services
Minnesota
$327K +$3.52K +18 +1%
PAMS
200
Pictet Asset Management (Switzerland)
Switzerland
$313K – – –
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