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Helen of Troy

246 hedge funds and large institutions have $3.07B invested in Helen of Troy in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 82 increasing their positions, 90 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
-1
Holders Change %
-0.4%
% of All Funds
3.88%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
29
Increased
82
Reduced
90
Closed
30
Calls
$119M
Puts
$159M
Net Calls
-$40M
Net Calls Change
+$379M
Name Holding Trade Value Shares
Change
Shares
Change %
Northwestern Mutual Wealth Management
201
Northwestern Mutual Wealth Management
Wisconsin
$27.8K +$216 +2 +0.8%
SWA
202
SOA Wealth Advisors
New York
$27K
AssetMark Inc
203
AssetMark Inc
California
$25.2K
Bessemer Group
204
Bessemer Group
New Jersey
$24K +$743 +7 +3%
Carson Wealth (CWM LLC)
205
Carson Wealth (CWM LLC)
Nebraska
$20K -$3.83K -35 -16%
Fifth Third Bancorp
206
Fifth Third Bancorp
Ohio
$18.4K -$7.99K -74 -30%
Nomura Asset Management
207
Nomura Asset Management
Japan
$18.4K
SPIA
208
Steward Partners Investment Advisory
New York
$15.8K
TPCW
209
TD Private Client Wealth
New York
$13.5K +$8.75K +81 +184%
PA
210
Parallel Advisors
California
$11.9K +$540 +5 +5%
CSPIA
211
Cary Street Partners Investment Advisory
Virginia
$10.8K
FHA
212
First Horizon Advisors
Tennessee
$10.5K
WIM
213
Westside Investment Management
California
$6.59K
EWA
214
EverSource Wealth Advisors
Alabama
$5.29K +$108 +1 +2%
ST
215
Smithfield Trust
Pennsylvania
$5K
MPWT
216
MassMutual Private Wealth & Trust
Connecticut
$4.97K
SN
217
Sittner & Nelson
Oregon
$4.32K
KFS
218
Kelly Financial Services
Massachusetts
$3.35K
QCG
219
Quadrant Capital Group
Ohio
$3.03K -$17.4K -161 -85%
PWMG
220
Prestige Wealth Management Group
New Jersey
$3.03K
PTC
221
Private Trust Company
Ohio
$2.92K
GEA
222
Glen Eagle Advisors
New Jersey
$2.7K +$2.7K +25 New
CFGS
223
Concourse Financial Group Securities
Alabama
$2.7K
GFPC
224
Global Financial Private Client
Florida
$2.31K
CWC
225
Carolinas Wealth Consulting
North Carolina
$2.27K -$540 -5 -19%