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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
+$46M
2
Morgan Stanley
Morgan Stanley
New York
+$17.8M
3
CB
Cooke & Bieler
Pennsylvania
+$16.5M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$14.3M
5
Bessemer Group
Bessemer Group
New Jersey
+$9.98M

Top Sellers

1
William Blair Investment Management
William Blair Investment Management
Illinois
-$67.8M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$54M
3
ACA
Anchor Capital Advisors
Massachusetts
-$23.9M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$16.7M
5
GT
Glenmede Trust
Pennsylvania
-$10.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIC
176
Aurora Investment Counsel
Georgia
$540K +$19.5K +120 +4%
HEIP
177
Hudson Edge Investment Partners
New Jersey
$539K +$151K +930 +39%
GAM
178
Gotham Asset Management
New York
$533K +$282K +1,733 +112%
QT
179
Quantamental Technologies
New York
$524K +$339K +2,088 +183%
Osaic Holdings
180
Osaic Holdings
Arizona
$521K -$39.8K -242 -7%
HSBC Holdings
181
HSBC Holdings
United Kingdom
$512K +$312K +1,918 +156%
MM
182
MQS Management
New York
$497K +$196K +1,206 +65%
Zurich Cantonal Bank
183
Zurich Cantonal Bank
Switzerland
$481K -$41.6K -256 -8%
ETC
184
Exchange Traded Concepts
Oklahoma
$481K +$11.1K +68 +2%
VF
185
Virtu Financial
New York
$468K +$468K +2,881 New
LA
186
Lindenwold Advisors
Pennsylvania
$459K +$6.01K +37 +1%
ET
187
Equitable Trust
Tennessee
$453K +$453K +2,790 New
FC
188
FORA Capital
Florida
$452K +$452K +2,781 New
PCM
189
Prelude Capital Management
New York
$437K +$264K +1,624 +153%
Citigroup
190
Citigroup
New York
$433K +$83.4K +514 +24%
Prudential Financial
191
Prudential Financial
New Jersey
$413K -$32.7K -205 -7%
CAPTRUST Financial Advisors
192
CAPTRUST Financial Advisors
North Carolina
$378K +$236K +1,452 +166%
PFO
193
Pathstone Family Office
New Jersey
$363K +$54.4K +335 +18%
JCM
194
Janney Capital Management
Pennsylvania
$357K -$3.41K -21 -0.9%
SAM
195
Securian Asset Management
Minnesota
$349K – – –
AWA
196
Arkadios Wealth Advisors
Georgia
$347K +$347K +2,139 New
Verition Fund Management
197
Verition Fund Management
Connecticut
$343K +$343K +2,114 New
TRCT
198
Tower Research Capital (TRC)
New York
$336K +$235K +1,447 +232%
PP
199
PDT Partners
New York
$335K +$335K +2,065 New
CGH
200
Crossmark Global Holdings
Texas
$330K -$13K -80 -4%
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