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Helen of Troy
HELE

Overview Fund Activity

245 hedge funds and large institutions have $2.78B invested in Helen of Troy in 2022 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 94 increasing their positions, 72 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
-11
Holders Change %
-4.3%
% of All Funds
3.95%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
40
Increased
94
Reduced
72
Closed
46
Calls
$52.2M
Puts
$117M
Net Calls
-$64.3M
Net Calls Change
-$73.7M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$323M
2
EARNEST Partners
EARNEST Partners
Georgia
$55.9M
3
Capital Research Global Investors
Capital Research Global Investors
California
$182M
4
RA
Royce & Associates
New York
$30.9M
5
CB
Cooke & Bieler
Pennsylvania
$201M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$0
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$26.1M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$7.28M
4
NPIC
Neumeier Poma Investment Counsel
California
$0
5
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
STAS
176
Strong Tower Advisory Services
Minnesota
$205K +$205K +1,848 New
GHA
177
GW Henssler & Associates
Georgia
$200K +$200K +1,807 New
DZ Bank
178
DZ Bank
Germany
$200K +$155K +1,400 +350%
PK
179
Pflug Koory
Nebraska
$198K – – –
HBW
180
Hazlett, Burt & Watson
West Virginia
$194K – – –
ASN
181
Advisory Services Network
Georgia
$190K +$190K +1,717 New
MLICM
182
Metropolitan Life Insurance Company (MetLife)
New York
$163K +$4.22K +38 +3%
WT
183
Whittier Trust
California
$153K -$889K -8,017 -85%
IAS
184
IMA Advisory Services
Colorado
$133K -$111 -1 -0.1%
FWM
185
Focused Wealth Management
New York
$110K +$110K +990 New
TRCT
186
Tower Research Capital (TRC)
New York
$104K -$352K -3,168 -77%
DFCM
187
Dark Forest Capital Management
Puerto Rico
$98.6K +$98.6K +889 New
SOW
188
State of Wyoming
Wyoming
$83.5K -$887 -8 -1%
Dimensional Fund Advisors
189
Dimensional Fund Advisors
Texas
$62.6K -$2.5K -22,521 -4%
Ohio Public Employees Retirement System (OPERS)
190
Ohio Public Employees Retirement System (OPERS)
Ohio
$54K -$78.7K -711 -59%
Rockefeller Capital Management
191
Rockefeller Capital Management
New York
$41K -$3.2K -29 -7%
NA
192
NewEdge Advisors
Louisiana
$34.1K +$34.1K +841 New
WTC
193
WhitTier Trust Company
Nevada
$29.5K -$525K -4,733 -95%
SWA
194
SOA Wealth Advisors
New York
$27.7K – – –
Carson Wealth (CWM LLC)
195
Carson Wealth (CWM LLC)
Nebraska
$27K -$726K -6,614 -96%
AssetMark Inc
196
AssetMark Inc
California
$25.8K – – –
HIA
197
Harbor Investment Advisory
Maryland
$25.2K – – –
Bessemer Group
198
Bessemer Group
New Jersey
$24K – – –
QCG
199
Quadrant Capital Group
Ohio
$22.4K +$22K +198 +4,950%
SPIA
200
Steward Partners Investment Advisory
New York
$16.2K – – –
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