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Helen of Troy
HELE

Overview Fund Activity

276 hedge funds and large institutions have $4.88B invested in Helen of Troy in 2022 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 91 increasing their positions, 107 reducing their positions, and 41 closing their positions.

Holders
276
Holders Change
-13
Holders Change %
-4.5%
% of All Funds
4.37%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
31
Increased
91
Reduced
107
Closed
41
Calls
$21.2M
Puts
$6.53M
Net Calls
+$14.6M
Net Calls Change
-$4.4M

Top Buyers

1
CB
1
Cooke & Bieler
Pennsylvania
$287M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$399M
3
Capital World Investors
3
Capital World Investors
California
$173M
4
CCMLC
4
Cardinal Capital Management LLC (Connecticut)
Connecticut
$35.6M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$18.4M

Top Sellers

1
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$0
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$292M
3
Goldman Sachs
3
Goldman Sachs
New York
$8.95M
4
Victory Capital Management
4
Victory Capital Management
Texas
$56.2M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$95.8M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$507M 2,591,291 +14,931 +0.6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$454M 2,316,796 +23,721 +1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$399M 2,039,173 +100,790 +5%
Capital Research Global Investors
4
Capital Research Global Investors
California
$292M 1,490,665 -108,467 -7%
CB
5
Cooke & Bieler
Pennsylvania
$287M 1,463,173 +104,182 +8%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$279M 1,423,441 +44,694 +3%
Capital International Investors
7
Capital International Investors
California
$277M 1,415,596 -732 -0.1%
Allspring Global Investments
8
Allspring Global Investments
North Carolina
$218M 1,110,903 +35,017 +3%
Capital World Investors
9
Capital World Investors
California
$173M 881,000 +100,000 +13%
State Street
10
State Street
Massachusetts
$148M 756,999 +14,257 +2%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$120M 610,948 -402 -0.1%
Janus Henderson Group
12
Janus Henderson Group
United Kingdom
$95.8M 489,138 -47,332 -9%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$87.2M 445,480 +15,795 +4%
William Blair Investment Management
14
William Blair Investment Management
Illinois
$85.9M 438,380 -17,027 -4%
Fisher Asset Management
15
Fisher Asset Management
Washington
$83.4M 426,100 -7,805 -2%
SCM
16
Snyder Capital Management
California
$77.2M 394,040 -10,262 -3%
Northern Trust
17
Northern Trust
Illinois
$64.6M 329,669 -13,986 -4%
Charles Schwab
18
Charles Schwab
California
$58.2M 297,109 +13,566 +5%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$56.9M 290,390 -1,350 -0.5%
Victory Capital Management
20
Victory Capital Management
Texas
$56.2M 286,528 -63,016 -18%
NPIC
21
Neumeier Poma Investment Counsel
California
$44.9M 229,263 -24,425 -10%
Fuller & Thaler Asset Management
22
Fuller & Thaler Asset Management
California
$40.4M 206,346 +632 +0.3%
CCMLC
23
Cardinal Capital Management LLC (Connecticut)
Connecticut
$35.6M 181,640 +71,453 +65%
Norges Bank
24
Norges Bank
Norway
$35.2M 179,819 +8,051 +5%
Lord, Abbett & Co
25
Lord, Abbett & Co
New Jersey
$33.7M 172,188 -3,617 -2%
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