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Helen of Troy
HELE

Overview Fund Activity

276 hedge funds and large institutions have $4.88B invested in Helen of Troy in 2022 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 91 increasing their positions, 107 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
276
Holders Change
-13
Holders Change %
-4.5%
% of All Funds
4.37%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
31
Increased
91
Reduced
107
Closed
41
Calls
$21.2M
Puts
$6.53M
Net Calls
+$14.6M
Net Calls Change
-$4.4M

Top Buyers

1
CB
Cooke & Bieler
Pennsylvania
$287M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$399M
3
Capital World Investors
Capital World Investors
California
$173M
4
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
$35.6M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$18.4M

Top Sellers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
2
Capital Research Global Investors
Capital Research Global Investors
California
$292M
3
Goldman Sachs
Goldman Sachs
New York
$8.95M
4
Victory Capital Management
Victory Capital Management
Texas
$56.2M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$95.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
VHAM
201
Van Hulzen Asset Management
California
$309K +$41.3K +211 +15%
GAM
202
Gotham Asset Management
New York
$303K -$3.33K -17 -1%
SOW
203
State of Wyoming
Wyoming
$296K +$11.4K +58 +4%
MLICM
204
Metropolitan Life Insurance Company (MetLife)
New York
$295K -$1.65M -8,436 -85%
FHB
205
First Hawaiian Bank
Hawaii
$292K – – –
SIM
206
Sadoff Investment Management
Wisconsin
$286K – – –
DSC
207
Duncker Streett & Co
Missouri
$279K -$83.7K -427 -23%
Twin Tree Management
208
Twin Tree Management
Texas
$279K +$279K +1,427 New
IB
209
Intrust Bank
Kansas
$270K -$14.7K -75 -5%
Mackenzie Financial
210
Mackenzie Financial
Ontario, Canada
$270K -$3.91K -20 -1%
AP
211
Advisor Partners
California
$259K -$27.7K -141 -10%
SCM
212
Shelton Capital Management
Colorado
$250K – – –
HSBC Holdings
213
HSBC Holdings
United Kingdom
$242K -$163K -826 -40%
Cambridge Investment Research Advisors
214
Cambridge Investment Research Advisors
Iowa
$240K -$784 -4 -0.3%
II
215
Inspire Investing
Idaho
$236K +$41K +209 +21%
IAS
216
IMA Advisory Services
Colorado
$235K – – –
Cetera Investment Advisers
217
Cetera Investment Advisers
Illinois
$225K -$22.3K -114 -9%
QT
218
Quantamental Technologies
New York
$223K +$223K +1,138 New
Osaic Holdings
219
Osaic Holdings
Arizona
$222K -$6.32K -97 -3%
FCBT
220
First Citizens Bank & Trust
North Carolina
$221K +$4.12K +21 +2%
Susquehanna International Group
221
Susquehanna International Group
Pennsylvania
$219K -$476K -2,426 -68%
PCM
222
Prelude Capital Management
New York
$208K +$208K +1,064 New
RHJA
223
Rice Hall James & Associates
California
$202K -$9K -46 -4%
SWA
224
SOA Wealth Advisors
New York
$195K – – –
CAPTRUST Financial Advisors
225
CAPTRUST Financial Advisors
North Carolina
$171K +$55.4K +283 +48%
7 8
9
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