HELE icon

Helen of Troy
HELE

Overview Fund Activity

256 hedge funds and large institutions have $2.34B invested in Helen of Troy in 2022 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 103 increasing their positions, 90 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
-39
Holders Change %
-13.22%
% of All Funds
4.43%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
28
Increased
103
Reduced
90
Closed
65
Calls
$15.3M
Puts
$5.89M
Net Calls
+$9.38M
Net Calls Change
-$5.85M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$230M
2
NIG
NFJ Investment Group
Texas
$18.1M
3
Victory Capital Management
Victory Capital Management
Texas
$41.7M
4
SCM
Snyder Capital Management
California
$52.1M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$20.1M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$51.7M
2
Fidelity International
Fidelity International
Bermuda
$0
3
Lazard Asset Management
Lazard Asset Management
New York
$0
4
Capital Research Global Investors
Capital Research Global Investors
California
$129M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$4.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
VanEck Associates
201
VanEck Associates
New York
$69K +$6.18K +64 +10%
SO
202
STRS Ohio
Ohio
$57K -$133K -1,400 -70%
DSC
203
Duncker Streett & Co
Missouri
$39K -$86.1K -883 -69%
DZ Bank
204
DZ Bank
Germany
$39K – – –
Rockefeller Capital Management
205
Rockefeller Capital Management
New York
$38K +$22.6K +238 +146%
MAM
206
Meeder Asset Management
Ohio
$29K +$586 +6 +2%
SWA
207
SOA Wealth Advisors
New York
$24K – – –
HIA
208
Harbor Investment Advisory
Maryland
$22K – – –
AssetMark Inc
209
AssetMark Inc
California
$22K +$8.97K +95 +69%
Bessemer Group
210
Bessemer Group
New Jersey
$20K -$5.85M -61,469 -100%
CWM
211
Castle Wealth Management
Florida
$20K – – –
IA
212
IFP Advisors
Florida
$17K +$1K +1 +6%
Simplex Trading
213
Simplex Trading
Illinois
$17K +$17K +182 New
SPIA
214
Steward Partners Investment Advisory
New York
$14K -$1.63K -17 -10%
FHA
215
First Horizon Advisors
Tennessee
$14K +$6.95K +75 +99%
BTI
216
Blue Trust Inc
Georgia
$13K +$3.46K +21 +36%
PA
217
Parallel Advisors
California
$11K – – –
Fifth Third Bancorp
218
Fifth Third Bancorp
Ohio
$10K +$3.17K +32 +46%
Nomura Asset Management
219
Nomura Asset Management
Japan
$6.75K – – –
TWA
220
TCI Wealth Advisors
Arizona
$6K -$4.39K -49 -42%
TPCW
221
TD Private Client Wealth
New York
$4.24K -$14.2K -147 -77%
ST
222
Smithfield Trust
Pennsylvania
$4K – – –
JWA
223
JFS Wealth Advisors
Pennsylvania
$4K +$1.33K +13 +50%
KFI
224
Key Financial Inc
Pennsylvania
$3K – – –
PWMG
225
Prestige Wealth Management Group
New Jersey
$3K – – –
7 8
9
10 11