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Helen of Troy
HELE

Overview Fund Activity

295 hedge funds and large institutions have $4.06B invested in Helen of Troy in 2022 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 95 increasing their positions, 110 reducing their positions, and 24 closing their positions.

Holders
295
Holders Change
+19
Holders Change %
+6.88%
% of All Funds
4.99%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
48
Increased
95
Reduced
110
Closed
24
Calls
$29.9M
Puts
$14.7M
Net Calls
+$15.2M
Net Calls Change
+$583K

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$276M
2
Morgan Stanley
2
Morgan Stanley
New York
$24.4M
3
CB
3
Cooke & Bieler
Pennsylvania
$254M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$42.3M
5
Bessemer Group
5
Bessemer Group
New Jersey
$10M

Top Sellers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$3.43M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$177M
3
ACA
3
Anchor Capital Advisors
Massachusetts
$576K
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$62.7M
5
GT
5
Glenmede Trust
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$417M 2,569,909 -21,382 -0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$373M 2,296,750 -20,046 -0.9%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$331M 2,035,149 -4,024 -0.2%
Capital International Investors
4
Capital International Investors
California
$276M 1,699,000 +283,404 +20%
CB
5
Cooke & Bieler
Pennsylvania
$254M 1,564,653 +101,480 +7%
Capital Research Global Investors
6
Capital Research Global Investors
California
$242M 1,491,137 +472 +0%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$177M 1,090,914 -332,527 -23%
Allspring Global Investments
8
Allspring Global Investments
North Carolina
$173M 1,065,040 -45,863 -4%
Capital World Investors
9
Capital World Investors
California
$143M 881,000 – –
State Street
10
State Street
Massachusetts
$123M 754,330 -2,669 -0.4%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$98.1M 603,754 -7,194 -1%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$81.8M 503,653 +58,173 +13%
Fisher Asset Management
13
Fisher Asset Management
Washington
$67.5M 415,315 -10,785 -3%
SCM
14
Snyder Capital Management
California
$65.5M 403,203 +9,163 +2%
Janus Henderson Group
15
Janus Henderson Group
United Kingdom
$62.7M 386,221 -102,917 -21%
Macquarie Group
16
Macquarie Group
Australia
$56.9M 350,239 +12,535 +4%
Northern Trust
17
Northern Trust
Illinois
$51.3M 316,091 -13,578 -4%
Charles Schwab
18
Charles Schwab
California
$49.2M 303,197 +6,088 +2%
Victory Capital Management
19
Victory Capital Management
Texas
$46.5M 286,113 -415 -0.1%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$45.6M 280,736 -9,654 -3%
Lord, Abbett & Co
21
Lord, Abbett & Co
New Jersey
$42.3M 260,152 +87,964 +51%
CCMLC
22
Cardinal Capital Management LLC (Connecticut)
Connecticut
$31M 190,752 +9,112 +5%
Norges Bank
23
Norges Bank
Norway
$30.5M 187,597 +7,778 +4%
Fuller & Thaler Asset Management
24
Fuller & Thaler Asset Management
California
$30.1M 185,286 -21,060 -10%
NPIC
25
Neumeier Poma Investment Counsel
California
$29.5M 181,685 -47,578 -21%
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