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Helen of Troy
HELE

Overview Fund Activity

295 hedge funds and large institutions have $4.06B invested in Helen of Troy in 2022 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 95 increasing their positions, 110 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
295
Holders Change
+19
Holders Change %
+6.88%
% of All Funds
4.99%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
48
Increased
95
Reduced
110
Closed
24
Calls
$29.9M
Puts
$14.7M
Net Calls
+$15.2M
Net Calls Change
+$583K

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$46M
2
Morgan Stanley
Morgan Stanley
New York
+$17.8M
3
CB
Cooke & Bieler
Pennsylvania
+$16.5M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$14.3M
5
Bessemer Group
Bessemer Group
New Jersey
+$9.98M

Top Sellers

1
William Blair Investment Management
William Blair Investment Management
Illinois
-$67.8M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$54M
3
ACA
Anchor Capital Advisors
Massachusetts
-$23.9M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$16.7M
5
GT
Glenmede Trust
Pennsylvania
-$10.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
201
Burney Company
Virginia
$329K -$12K -74 -4%
MUAMU
202
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$325K – – –
ACM
203
Aquatic Capital Management
Illinois
$325K +$325K +2,000 New
SO
204
STRS Ohio
Ohio
$324K -$113K -700 -26%
TCM
205
Teza Capital Management
Illinois
$316K +$316K +1,943 New
V
206
Veritable
Delaware
$315K +$649 +4 +0.2%
OAM
207
Oppenheimer Asset Management
New York
$308K -$6.16K -38 -2%
ACM
208
Argent Capital Management
Missouri
$305K -$116K -711 -27%
TC
209
TownSquare Capital
Utah
$303K -$110K -677 -27%
PK
210
Pflug Koory
Nebraska
$302K -$8.12K -50 -3%
SSWM
211
Smith Salley Wealth Management
North Carolina
$295K – – –
NA
212
NewEdge Advisors
Louisiana
$294K +$294K +1,809 New
BCI
213
Brinker Capital Investments
Pennsylvania
$292K -$16.4K -101 -5%
AIM
214
Aigen Investment Management
New York
$292K +$292K +1,799 New
KeyBank National Association
215
KeyBank National Association
Ohio
$287K -$2.6K -16 -0.9%
JPMPWA
216
J.P. Morgan Private Wealth Advisors
California
$285K -$131K -809 -32%
HBW
217
Hazlett, Burt & Watson
West Virginia
$284K – – –
Mackenzie Financial
218
Mackenzie Financial
Ontario, Canada
$284K +$59.9K +369 +27%
STAS
219
Strong Tower Advisory Services
Minnesota
$278K +$6.65K +41 +2%
VHAM
220
Van Hulzen Asset Management
California
$263K +$6.5K +40 +3%
PWMAG
221
Pinnacle Wealth Management Advisory Group
New Jersey
$260K -$374K -2,300 -59%
PAMS
222
Pictet Asset Management (Switzerland)
Switzerland
$260K – – –
AP
223
Advisor Partners
California
$253K +$38.2K +235 +18%
GHA
224
GW Henssler & Associates
Georgia
$251K +$251K +1,547 New
PTC
225
Petrus Trust Company
Texas
$238K +$238K +1,464 New
7 8
9
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