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Helen of Troy

246 hedge funds and large institutions have $3.18B invested in Helen of Troy in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 78 increasing their positions, 94 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
Holders Change %
0%
% of All Funds
3.92%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
33
Increased
78
Reduced
94
Closed
30
Calls
$106M
Puts
$164M
Net Calls
-$58.3M
Net Calls Change
-$18.3M
Name Holding Trade Value Shares
Change
Shares
Change %
Northwestern Mutual Wealth Management
201
Northwestern Mutual Wealth Management
Wisconsin
$29.1K -$816 -7 -3%
SWA
202
SOA Wealth Advisors
New York
$29.1K
Fifth Third Bancorp
203
Fifth Third Bancorp
Ohio
$27.3K +$7.46K +64 +38%
AssetMark Inc
204
AssetMark Inc
California
$27.2K
Bessemer Group
205
Bessemer Group
New Jersey
$26K +$115 +1 +0.4%
Nomura Asset Management
206
Nomura Asset Management
Japan
$19.8K
TPCW
207
TD Private Client Wealth
New York
$18.2K +$3.61K +31 +25%
SPIA
208
Steward Partners Investment Advisory
New York
$17K
Carson Wealth (CWM LLC)
209
Carson Wealth (CWM LLC)
Nebraska
$15K -$6.12K -53 -29%
BTI
210
Blue Trust Inc
Georgia
$12K +$11.3K +107 +1,529%
PA
211
Parallel Advisors
California
$11.9K -$932 -8 -7%
FHA
212
First Horizon Advisors
Tennessee
$11.3K
WIM
213
Westside Investment Management
California
$7.11K
AIM
214
Anchor Investment Management
South Carolina
$7.11K +$7.11K +61 New
EWA
215
EverSource Wealth Advisors
Alabama
$5.71K
MPWT
216
MassMutual Private Wealth & Trust
Connecticut
$5.36K
ST
217
Smithfield Trust
Pennsylvania
$5K
SN
218
Sittner & Nelson
Oregon
$4.66K
LFG
219
Larson Financial Group
Missouri
$4.43K +$4.43K +38 New
KFS
220
Kelly Financial Services
Massachusetts
$3.61K
PWMG
221
Prestige Wealth Management Group
New Jersey
$3.26K
PTC
222
Private Trust Company
Ohio
$3.15K
CFGS
223
Concourse Financial Group Securities
Alabama
$2.91K
PFBT
224
Parkside Financial Bank & Trust
Missouri
$2.91K +$699 +6 +32%
AGWCA
225
Annis Gardner Whiting Capital Advisors
Florida
$2.57K +$2.57K +22 New