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Helen of Troy
HELE

Overview Fund Activity

247 hedge funds and large institutions have $2.68B invested in Helen of Troy in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 100 increasing their positions, 74 reducing their positions, and 31 closing their positions.

Holders
247
Holders Change
+2
Holders Change %
+0.82%
% of All Funds
3.95%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
35
Increased
100
Reduced
74
Closed
31
Calls
$84.8M
Puts
$503M
Net Calls
-$419M
Net Calls Change
-$354M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$323M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$143M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$84.7M
4
Capital International Investors
4
Capital International Investors
California
$30M
5
EARNEST Partners
5
EARNEST Partners
Georgia
$74.6M

Top Sellers

1
Brown Advisory
1
Brown Advisory
Maryland
$0
2
BTW
2
Boston Trust Walden
Massachusetts
$0
3
LCM
3
Landscape Capital Management
New Jersey
$0
4
Two Sigma Investments
4
Two Sigma Investments
New York
$723K
5
RCMC
5
RK Capital Management (Colorado)
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Fifth Third Bancorp
201
Fifth Third Bancorp
Ohio
$23.2K 244 +131 +116%
AssetMark Inc
202
AssetMark Inc
California
$22.2K 233 – –
HIA
203
Harbor Investment Advisory
Maryland
$21.6K 227 – –
Carson Wealth (CWM LLC)
204
Carson Wealth (CWM LLC)
Nebraska
$21K 218 -28 -11%
Bessemer Group
205
Bessemer Group
New Jersey
$21K 219 +9 +4%
QCG
206
Quadrant Capital Group
Ohio
$18K 189 -13 -6%
Nomura Asset Management
207
Nomura Asset Management
Japan
$16.2K 170 +100 +143%
SPIA
208
Steward Partners Investment Advisory
New York
$13.9K 146 – –
TWA
209
TCI Wealth Advisors
Arizona
$13.3K 140 – –
BTI
210
Blue Trust Inc
Georgia
$12K 106 +20 +23%
RTC
211
Riverview Trust Company
Washington
$11.6K 122 – –
PA
212
Parallel Advisors
California
$9.99K 105 -8 -7%
CSPIA
213
Cary Street Partners Investment Advisory
Virginia
$9.52K 100 – –
FHA
214
First Horizon Advisors
Tennessee
$9.23K 97 -6 -6%
QL
215
Quarry LP
New York
$6K 63 +63 New
WIM
216
Westside Investment Management
California
$5.81K 61 – –
EWA
217
EverSource Wealth Advisors
Alabama
$4.57K 48 -10 -17%
MPWT
218
MassMutual Private Wealth & Trust
Connecticut
$4.38K 46 +11 +31%
TPCW
219
TD Private Client Wealth
New York
$4.19K 44 – –
ST
220
Smithfield Trust
Pennsylvania
$4K 45 – –
GFWA
221
Grey Fox Wealth Advisors
Delaware
$4K 42 +42 New
SN
222
Sittner & Nelson
Oregon
$3.81K 40 – –
KFS
223
Kelly Financial Services
Massachusetts
$2.95K 31 – –
BIA
224
Bell Investment Advisors
California
$2.86K 30 -23 -43%
PWMG
225
Prestige Wealth Management Group
New Jersey
$2.67K 28 – –
7 8
9
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