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Helen of Troy
HELE

Overview Fund Activity

245 hedge funds and large institutions have $2.78B invested in Helen of Troy in 2022 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 94 increasing their positions, 72 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
-11
Holders Change %
-4.3%
% of All Funds
3.95%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
40
Increased
94
Reduced
72
Closed
46
Calls
$52.2M
Puts
$117M
Net Calls
-$64.3M
Net Calls Change
-$73.7M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$323M
2
EARNEST Partners
EARNEST Partners
Georgia
$55.9M
3
Capital Research Global Investors
Capital Research Global Investors
California
$182M
4
RA
Royce & Associates
New York
$30.9M
5
CB
Cooke & Bieler
Pennsylvania
$201M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$0
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$26.1M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$7.28M
4
NPIC
Neumeier Poma Investment Counsel
California
$0
5
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
USCWA
201
U.S. Capital Wealth Advisors
Texas
$16K +$16K +144 New
TWA
202
TCI Wealth Advisors
Arizona
$15.5K +$8.1K +73 +109%
RTC
203
Riverview Trust Company
Washington
$14K +$14K +122 New
PA
204
Parallel Advisors
California
$12.5K +$111 +1 +0.9%
Fifth Third Bancorp
205
Fifth Third Bancorp
Ohio
$12.5K +$1.33K +12 +12%
FHA
206
First Horizon Advisors
Tennessee
$11.4K -$5.32K -48 -32%
CSPIA
207
Cary Street Partners Investment Advisory
Virginia
$11.1K +$11.1K +100 New
BTI
208
Blue Trust Inc
Georgia
$8K +$651 +7 +9%
Nomura Asset Management
209
Nomura Asset Management
Japan
$7.76K – – –
EWA
210
EverSource Wealth Advisors
Alabama
$6.43K +$4.66K +42 +263%
BIA
211
Bell Investment Advisors
California
$5.88K +$3.22K +29 +121%
HWMA
212
Heritage Wealth Management (Arizona)
Arizona
$5.77K +$2.88K +26 +100%
ST
213
Smithfield Trust
Pennsylvania
$5K – – –
TPCW
214
TD Private Client Wealth
New York
$4.88K – – –
SN
215
Sittner & Nelson
Oregon
$4.44K +$4.44K +40 New
MPWT
216
MassMutual Private Wealth & Trust
Connecticut
$4K -$114 -1 -3%
PTC
217
Private Trust Company
Ohio
$4K – – –
KFI
218
Key Financial Inc
Pennsylvania
$3.47K – – –
KFS
219
Kelly Financial Services
Massachusetts
$3.44K – – –
BAM
220
Belpointe Asset Management
Nevada
$3.33K +$3.33K +30 New
PWMG
221
Prestige Wealth Management Group
New Jersey
$3.11K – – –
IA
222
IFP Advisors
Florida
$3K +$450 +3 +18%
GFPC
223
Global Financial Private Client
Florida
$2.33K – – –
PPC
224
Park Place Capital
Alabama
$2K +$2K +16 New
CWC
225
Carolinas Wealth Consulting
North Carolina
$1.89K +$1.89K +17 New
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9
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