Helen of Troy Limited
Hedge Funds Holdings

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Helen of Troy Limited‘s stocks are currently a part of 281 hedge funds’ portfolios, which represents 100% of the total amount of its stocks outstanding. This makes up a total of 24.80M shares of Helen of Troy Limited. Compared to the previous quarter, the number fell by -0.84% or -209.73K shares fewer. As for the holding position changes, 33.1% (93) of current hedge fund investors increased the number of shares held, 37.72% (106) of current holders sold a part of the shares held, and 8.54% (24) closed the holdings completely. 46 hedge funds are new holders of Helen of Troy Limited stock in Q2 2022, it is 16.37% of total holders.

Hedge funds holding Helen of Troy Limited (Q3 2017 – Q2 2022)

Number of hedge funds
Q3 2017 212
Q4 2017 226
Q1 2018 228
Q2 2018 247
Q3 2018 259
Q4 2018 285
Q1 2019 258
Q2 2019 258
Q3 2019 248
Q4 2019 267
Q1 2020 255
Q2 2020 263
Q3 2020 302
Q4 2020 302
Q1 2021 312
Q2 2021 277
Q3 2021 271
Q4 2021 280
Q1 2022 263
Q2 2022 281

Hedge funds changes in Helen of Troy Limited positions (Q3 2017 – Q2 2022)

Changes in positions
Q3 2017 178476278
Q4 2017 387978238
Q1 2018 2771842422
Q2 2018 4081731835
Q3 2018 5062983712
Q4 2018 658492404
Q1 2019 35919259-19
Q2 2019 3865120350
Q3 2019 2969108384
Q4 2019 47781031920
Q1 2020 45868756-19
Q2 2020 497410938-7
Q3 2020 61931101919
Q4 2020 4710112249-17
Q1 2021 498814238-5
Q2 2021 198013153-6
Q3 2021 26781162922
Q4 2021 26105951836
Q1 2022 2789104421
Q2 2022 46931062412

Hedge funds changes in Helen of Troy Limited stock options (Q3 2017 – Q2 2022)

Changes in stock options
Q3 2017 6,051,000 7,936,000
Q4 2017 9,696,000 3,752,000
Q1 2018 9,524,000 7,608,000
Q2 2018 7,368,000 7,334,000
Q3 2018 15,163,000 12,566,000
Q4 2018 8,435,000 11,281,000
Q1 2019 14,878,000 16,072,000
Q2 2019 7,000,015,336,000 17,000,007,378,000
Q3 2019 17,467,000 22,451,000
Q4 2019 25,102,000 22,656,000
Q1 2020 22,000,018,205,000 12,012,000
Q2 2020 21,647,000 13,217,000
Q3 2020 22,081,000 15,810,000
Q4 2020 28,731,000 58,128,000
Q1 2021 24,189,000 31,285,000
Q2 2021 31,160,000 20,871,000
Q3 2021 31,347,000 26,878,000
Q4 2021 28,945,000 9,900,000
Q1 2022 21,169,000 6,526,000
Q2 2022 22,592,000 9,289,000

Top 50 hedge fund holders of Helen of Troy Limited (NASDAQ:HELE)

Hedge fund Value Shares owned Portfolio share
BLACKROCK INC. Larry Fink 245.62M 2.54M 0.008%
FMR LLC 229.75M 2.38M 0.024%
VANGUARD GROUP INC 224.36M 2.32M 0.007%
COOKE & BIELER LP 156.94M 1.62M 1.685%
CAPITAL RESEARCH GLOBAL INVESTORS 129.33M 1.34M 0.043%
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC 104.92M 1.08M 0.186%
JPMORGAN CHASE & CO 104.53M 1.08M 0.015%
CAPITAL WORLD INVESTORS 84.96M 881K 0.019%
STATE STREET CORP 73.89M 766.17K 0.005%
DIMENSIONAL FUND ADVISORS LP 56.63M 587.27K 0.022%
SNYDER CAPITAL MANAGEMENT L P 52.11M 540.40K 1.332%
CAPITAL INTERNATIONAL INVESTORS 51.68M 535.94K 0.015%
FISHER ASSET MANAGEMENT, LLC 46.26M 479.73K 0.035%
VICTORY CAPITAL MANAGEMENT INC 41.73M 432.75K 0.049%
GEODE CAPITAL MANAGEMENT, LLC 41.62M 431.62K 0.006%
MACQUARIE GROUP LTD 34.26M 355.02K 0.042%
NORTHERN TRUST CORP 30.20M 313.17K 0.007%
BANK OF NEW YORK MELLON CORP 27.67M 286.90K 0.007%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 24.62M 255.3K 0.009%
JANUS HENDERSON GROUP PLC 23.12M 239.76K 0.017%
BALYASNY ASSET MANAGEMENT L.P. Dmitry Balyasny 20.10M 208.48K 0.062%
CARDINAL CAPITAL MANAGEMENT LLC /CT 18.39M 190.70K 0.632%
NFJ INVESTMENT GROUP, LLC 18.11M 135.85K 0.473%
GW&K INVESTMENT MANAGEMENT, LLC 17.86M 185.25K 0.197%
LORD, ABBETT & CO. LLC 16.71M 173.31K 0.061%
BROWN ADVISORY INC 15.19M 157.56K 0.030%
BANK OF AMERICA CORP /DE/ 15.05M 156.13K 0.002%
BOSTON TRUST WALDEN CORP 13.86M 143.75K 0.137%
MORGAN STANLEY 13.79M 143.07K 0.002%
BRIDGEWATER ASSOCIATES, LP Ray Dalio 12.68M 131.52K 0.064%
KENNEDY CAPITAL MANAGEMENT LLC 12.43M 128.96K 0.366%
PRICE T ROWE ASSOCIATES INC /MD/ 9.67M 100.33K 0.002%
NEUMEIER POMA INVESTMENT COUNSEL LLC 9.27M 96.21K 0.919%
NUVEEN ASSET MANAGEMENT, LLC 9.22M 95.68K 0.004%
PRINCIPAL FINANCIAL GROUP INC 9.09M 94.25K 0.007%
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 8.54M 88.55K 0.049%
SYSTEMATIC FINANCIAL MANAGEMENT LP 8.39M 87.04K 0.306%
LOOMIS SAYLES & CO L P 8.27M 85.75K 0.017%
TWO SIGMA INVESTMENTS, LP John Overdeck 8.11M 84.17K 0.028%
SQUAREPOINT OPS LLC 7.76M 80.48K 0.039%
CREATIVE PLANNING 7.68M 79.71K 0.013%
RHUMBLINE ADVISERS 7.67M 79.58K 0.011%
GOLDMAN SACHS GROUP INC 7.22M 74.92K 0.002%
BRITISH COLUMBIA INVESTMENT MANAGEMENT CORP 7.08M 73.5K 0.080%
EPOCH INVESTMENT PARTNERS, INC. 7.07M 73.30K 0.046%
WEDGE CAPITAL MANAGEMENT L L P/NC 6.61M 68.54K 0.112%
CUBIST SYSTEMATIC STRATEGIES, LLC 5.90M 61.23K 0.033%
TUDOR INVESTMENT CORP ET AL 5.77M 59.90K 0.125%
EDGESTREAM PARTNERS, L.P. 5.75M 59.68K 0.445%
EAGLE ASSET MANAGEMENT INC 5.70M 59.18K 0.037%