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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 %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$323M 3,391,311 +475,826 +16%
BlackRock
2
BlackRock
New York
$256M 2,687,942 +28,644 +1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$230M 2,417,416 +38,520 +2%
CB
4
Cooke & Bieler
Pennsylvania
$181M 1,901,040 +88,945 +5%
Capital Research Global Investors
5
Capital Research Global Investors
California
$157M 1,645,403 +184 +0%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$143M 1,498,564 +328,791 +28%
Allspring Global Investments
7
Allspring Global Investments
North Carolina
$117M 1,229,326 +29,618 +2%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$84.7M 890,097 +325,346 +58%
Capital World Investors
9
Capital World Investors
California
$79M 830,500 – –
State Street
10
State Street
Massachusetts
$76.8M 806,762 +20,824 +3%
EARNEST Partners
11
EARNEST Partners
Georgia
$74.6M 783,452 +279,467 +55%
SCM
12
Snyder Capital Management
California
$50.8M 534,246 -3,268 -0.6%
Fisher Asset Management
13
Fisher Asset Management
Washington
$47.8M 502,666 -22,499 -4%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$44.8M 470,407 +19,853 +4%
Victory Capital Management
15
Victory Capital Management
Texas
$41.7M 438,627 -779 -0.2%
Macquarie Group
16
Macquarie Group
Australia
$34.7M 364,165 +6,606 +2%
Capital International Investors
17
Capital International Investors
California
$30M 315,344 +315,344 New
Northern Trust
18
Northern Trust
Illinois
$29.7M 311,729 +7,897 +3%
Millennium Management
19
Millennium Management
New York
$29.5M 309,901 +252,478 +440%
Charles Schwab
20
Charles Schwab
California
$28.9M 304,118 +18,365 +6%
RA
21
Royce & Associates
New York
$27.9M 292,962 +14,622 +5%
Massachusetts Financial Services
22
Massachusetts Financial Services
Massachusetts
$23.7M 248,528 +248,528 New
Lord, Abbett & Co
23
Lord, Abbett & Co
New Jersey
$23.6M 247,952 +1,280 +0.5%
Janus Henderson Group
24
Janus Henderson Group
United Kingdom
$22.8M 239,602 +4,067 +2%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$22.5M 236,377 -17,462 -7%
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