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Helen of Troy
HELE

Overview Fund Activity

289 hedge funds and large institutions have $6.17B invested in Helen of Troy in 2021 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 105 increasing their positions, 98 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
+10
Holders Change %
+3.58%
% of All Funds
4.46%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
28
Increased
105
Reduced
98
Closed
17
Calls
$28.9M
Puts
$9.9M
Net Calls
+$19M
Net Calls Change
+$14.6M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$346M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$337M
3
Capital World Investors
3
Capital World Investors
California
$191M
4
Norges Bank
4
Norges Bank
Norway
$42M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$11.9M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$21.8M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$111M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$474M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$391M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$40.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSS
201
Cubist Systematic Strategies
Connecticut
$442K +$340K +1,389 +332%
PFO
202
Pathstone Family Office
New Jersey
$416K +$24.5K +100 +6%
Wolverine Trading
203
Wolverine Trading
Illinois
$407K -$158K -651 -28%
STAS
204
Strong Tower Advisory Services
Minnesota
$404K +$101K +412 +33%
CCIA
205
Campbell & Co Investment Adviser
Maryland
$400K +$400K +1,636 New
PAMS
206
Pictet Asset Management (Switzerland)
Switzerland
$391K – – –
GAM
207
Gotham Asset Management
New York
$382K – – –
Simplex Trading
208
Simplex Trading
Illinois
$367K +$237K +971 +182%
AII
209
AGF Investments Inc
Ontario, Canada
$366K +$170K +696 +87%
FHB
210
First Hawaiian Bank
Hawaii
$364K – – –
AP
211
Advisor Partners
California
$358K -$735 -3 -0.2%
SIM
212
Sadoff Investment Management
Wisconsin
$357K – – –
IB
213
Intrust Bank
Kansas
$356K -$27.9K -114 -7%
SOW
214
State of Wyoming
Wyoming
$354K -$16.6K -68 -4%
Mackenzie Financial
215
Mackenzie Financial
Ontario, Canada
$342K +$4.4K +18 +1%
VHAM
216
Van Hulzen Asset Management
California
$334K +$70.9K +290 +27%
CC
217
Centiva Capital
New York
$316K +$316K +1,294 New
SCM
218
Shelton Capital Management
Colorado
$312K -$18.3K -75 -6%
Cetera Investment Advisers
219
Cetera Investment Advisers
Illinois
$309K -$244 -1 -0.1%
Cambridge Investment Research Advisors
220
Cambridge Investment Research Advisors
Iowa
$300K -$14.7K -60 -5%
IAS
221
IMA Advisory Services
Colorado
$294K – – –
Mercer Global Advisors
222
Mercer Global Advisors
Colorado
$290K +$3.66K +15 +1%
NA
223
NewEdge Advisors
Louisiana
$288K +$288K +1,181 New
CIM
224
CIM Investment Management
Pennsylvania
$276K – – –
FCBT
225
First Citizens Bank & Trust
North Carolina
$270K +$244 +1 +0.1%
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9
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