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Helen of Troy
HELE

Overview Fund Activity

247 hedge funds and large institutions have $2.68B invested in Helen of Troy in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 100 increasing their positions, 74 reducing their positions, and 31 closing their positions.

Holders
247
Holders Change
+2
Holders Change %
+0.82%
% of All Funds
3.95%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
35
Increased
100
Reduced
74
Closed
31
Calls
$84.8M
Puts
$503M
Net Calls
-$419M
Net Calls Change
-$354M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$323M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$143M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$84.7M
4
Capital International Investors
4
Capital International Investors
California
$30M
5
EARNEST Partners
5
EARNEST Partners
Georgia
$74.6M

Top Sellers

1
Brown Advisory
1
Brown Advisory
Maryland
$0
2
BTW
2
Boston Trust Walden
Massachusetts
$0
3
LCM
3
Landscape Capital Management
New Jersey
$0
4
Two Sigma Investments
4
Two Sigma Investments
New York
$723K
5
RCMC
5
RK Capital Management (Colorado)
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Mariner
176
Mariner
Kansas
$235K 2,468 -183 -7%
KeyBank National Association
177
KeyBank National Association
Ohio
$231K 2,425 -150 -6%
SOS
178
Silver Oak Securities
Tennessee
$230K 2,389 +2,389 New
Citigroup
179
Citigroup
New York
$223K 2,343 -599 -20%
JF
180
Jump Financial
Illinois
$219K 2,300 +2,300 New
SAM
181
Securian Asset Management
Minnesota
$204K 2,147 -100 -4%
JPMPWA
182
J.P. Morgan Private Wealth Advisors
California
$203K 2,132 +2,132 New
DZ Bank
183
DZ Bank
Germany
$171K 1,800 – –
ASN
184
Advisory Services Network
Georgia
$168K 1,769 +52 +3%
HBW
185
Hazlett, Burt & Watson
West Virginia
$167K 1,750 – –
WT
186
Whittier Trust
California
$136K 1,426 +44 +3%
PK
187
Pflug Koory
Nebraska
$133K 1,395 -390 -22%
TRCT
188
Tower Research Capital (TRC)
New York
$123K 1,294 +358 +38%
MLICM
189
Metropolitan Life Insurance Company (MetLife)
New York
$119K 1,253 -218 -15%
IAS
190
IMA Advisory Services
Colorado
$114K 1,201 – –
Royal Bank of Canada
191
Royal Bank of Canada
Ontario, Canada
$90K 948 -3,733 -80%
Pacer Advisors
192
Pacer Advisors
Pennsylvania
$86.1K 905 -3,693 -80%
Amundi
193
Amundi
France
$84K 926 +926 New
FWM
194
Focused Wealth Management
New York
$62.8K 660 -330 -33%
Ohio Public Employees Retirement System (OPERS)
195
Ohio Public Employees Retirement System (OPERS)
Ohio
$53K 555 +67 +14%
SOW
196
State of Wyoming
Wyoming
$51.9K 545 -208 -28%
BAM
197
Belpointe Asset Management
Nevada
$47.8K 502 +472 +1,573%
WTC
198
WhitTier Trust Company
Nevada
$25.3K 266 – –
Northwestern Mutual Wealth Management
199
Northwestern Mutual Wealth Management
Wisconsin
$24.3K 255 +255 New
SWA
200
SOA Wealth Advisors
New York
$23.8K 250 – –
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