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Helen of Troy
HELE

Overview Fund Activity

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.

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

Top Buyers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$119M
2
Lazard Asset Management
2
Lazard Asset Management
New York
$27.1M
3
Goldman Sachs
3
Goldman Sachs
New York
$29.8M
4
CB
4
Cooke & Bieler
Pennsylvania
$221M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$30.5M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$119M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$109M
3
New York State Common Retirement Fund
3
New York State Common Retirement Fund
New York
$1.05M
4
EARNEST Partners
4
EARNEST Partners
Georgia
$68.7M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$367M 3,398,212 +6,901 +0.2%
BlackRock
2
BlackRock
New York
$301M 2,786,317 +98,375 +4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$258M 2,392,540 -24,876 -1%
CB
4
Cooke & Bieler
Pennsylvania
$221M 2,050,465 +149,425 +8%
Capital Research Global Investors
5
Capital Research Global Investors
California
$178M 1,645,956 +553 +0%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$119M 1,099,685 +209,588 +24%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$119M 1,097,888 -400,676 -27%
Allspring Global Investments
8
Allspring Global Investments
North Carolina
$109M 1,007,247 -222,079 -18%
Capital World Investors
9
Capital World Investors
California
$89.7M 830,500 – –
State Street
10
State Street
Massachusetts
$88.4M 818,716 +11,954 +1%
EARNEST Partners
11
EARNEST Partners
Georgia
$68.7M 636,079 -147,373 -19%
SCM
12
Snyder Capital Management
California
$57.1M 528,356 -5,890 -1%
Fisher Asset Management
13
Fisher Asset Management
Washington
$55M 508,742 +6,076 +1%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$54.3M 502,831 +32,424 +7%
Macquarie Group
15
Macquarie Group
Australia
$52.1M 482,480 +118,315 +32%
Massachusetts Financial Services
16
Massachusetts Financial Services
Massachusetts
$39.8M 368,664 +120,136 +48%
Charles Schwab
17
Charles Schwab
California
$34.9M 323,266 +19,148 +6%
Victory Capital Management
18
Victory Capital Management
Texas
$34.8M 322,349 -116,278 -27%
Capital International Investors
19
Capital International Investors
California
$34.1M 315,344 – –
Northern Trust
20
Northern Trust
Illinois
$32.7M 302,859 -8,870 -3%
Janus Henderson Group
21
Janus Henderson Group
United Kingdom
$31.2M 289,226 +49,624 +21%
Renaissance Technologies
22
Renaissance Technologies
New York
$30.5M 282,510 +143,700 +104%
Goldman Sachs
23
Goldman Sachs
New York
$29.8M 276,151 +160,770 +139%
Lord, Abbett & Co
24
Lord, Abbett & Co
New Jersey
$27.4M 253,192 +5,240 +2%
Lazard Asset Management
25
Lazard Asset Management
New York
$27.1M 250,550 +191,062 +321%
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