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Helen of Troy
HELE

Overview Fund Activity

256 hedge funds and large institutions have $2.34B invested in Helen of Troy in 2022 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 103 increasing their positions, 90 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
-39
Holders Change %
-13.22%
% of All Funds
4.43%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
28
Increased
103
Reduced
90
Closed
65
Calls
$15.3M
Puts
$5.89M
Net Calls
+$9.38M
Net Calls Change
-$5.85M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$230M
2
NIG
NFJ Investment Group
Texas
$18.1M
3
Victory Capital Management
Victory Capital Management
Texas
$41.7M
4
SCM
Snyder Capital Management
California
$52.1M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$20.1M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$51.7M
2
Fidelity International
Fidelity International
Bermuda
$0
3
Lazard Asset Management
Lazard Asset Management
New York
$0
4
Capital Research Global Investors
Capital Research Global Investors
California
$129M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$4.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
Zurich Cantonal Bank
176
Zurich Cantonal Bank
Switzerland
$286K – – –
LA
177
Lindenwold Advisors
Pennsylvania
$276K +$3.37K +35 +1%
Osaic Holdings
178
Osaic Holdings
Arizona
$271K -$34.6K -358 -11%
FC
179
FORA Capital
Florida
$268K -$96 -1 -0%
ET
180
Equitable Trust
Tennessee
$249K -$20.3K -210 -8%
KeyBank National Association
181
KeyBank National Association
Ohio
$248K +$77.7K +807 +46%
TSS
182
Two Sigma Securities
New York
$245K +$245K +2,539 New
Prudential Financial
183
Prudential Financial
New Jersey
$242K -$14.1K -142 -5%
BAM
184
Blueshift Asset Management
New Jersey
$228K +$228K +2,365 New
Stifel Financial
185
Stifel Financial
Missouri
$226K -$163K -1,685 -42%
CAPTRUST Financial Advisors
186
CAPTRUST Financial Advisors
North Carolina
$226K +$1.74K +18 +0.8%
BCI
187
Brinker Capital Investments
Pennsylvania
$223K +$49.5K +513 +29%
PTC
188
Petrus Trust Company
Texas
$223K +$81.5K +844 +58%
GCP
189
GSA Capital Partners
United Kingdom
$220K +$220K +2,284 New
UBS Group
190
UBS Group
Switzerland
$213K -$124K -1,286 -37%
SAM
191
Securian Asset Management
Minnesota
$207K – – –
II
192
Inspire Investing
Idaho
$206K +$80.3K +834 +64%
PK
193
Pflug Koory
Nebraska
$172K -$7.23K -75 -4%
HBW
194
Hazlett, Burt & Watson
West Virginia
$168K – – –
MLICM
195
Metropolitan Life Insurance Company (MetLife)
New York
$138K – – –
PHK
196
Point72 Hong Kong
Hong Kong
$131K +$131K +1,359 New
IAS
197
IMA Advisory Services
Colorado
$116K +$97 +1 +0.1%
Ohio Public Employees Retirement System (OPERS)
198
Ohio Public Employees Retirement System (OPERS)
Ohio
$116K +$19K +196 +20%
Royal Bank of Canada
199
Royal Bank of Canada
Ontario, Canada
$87K -$1.32M -13,702 -94%
SOW
200
State of Wyoming
Wyoming
$73K -$10.6K -110 -13%
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