HELE icon

Helen of Troy
HELE

Overview Fund Activity

269 hedge funds and large institutions have $4.74B invested in Helen of Troy in 2020 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 76 increasing their positions, 113 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
+7
Holders Change %
+2.67%
% of All Funds
5.53%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
46
Increased
76
Reduced
113
Closed
37
Calls
$21.6M
Puts
$13.2M
Net Calls
+$8.43M
Net Calls Change
+$2.22M

Top Buyers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$124M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$130M
3
CIP
3
Champlain Investment Partners
Vermont
$34.1M
4
Lazard Asset Management
4
Lazard Asset Management
New York
$28.7M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$334M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$89.3M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$374M
3
Wells Fargo
3
Wells Fargo
California
$80.5M
4
Northern Trust
4
Northern Trust
Illinois
$89.5M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$136M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
226
Flagship Harbor Advisors
Massachusetts
$170K +$19.2K +102 +13%
AF
227
Advisornet Financial
Minnesota
$163K +$1.7K +9 +1%
CAPTRUST Financial Advisors
228
CAPTRUST Financial Advisors
North Carolina
$122K – – –
FMT
229
First Mercantile Trust
Tennessee
$118K -$178K -946 -60%
PAG
230
Private Advisor Group
New Jersey
$114K +$114K +605 New
VI
231
Vestcor Inc
New Brunswick, Canada
$75K -$576K -3,050 -88%
LWM
232
Lenox Wealth Management
Ohio
$74K – – –
PCM
233
Prelude Capital Management
New York
$74K +$1.71K +9 +2%
Acadian Asset Management
234
Acadian Asset Management
Massachusetts
$69K -$2.61M -13,828 -97%
Simplex Trading
235
Simplex Trading
Illinois
$60K +$60K +323 New
AssetMark Inc
236
AssetMark Inc
California
$44K -$14.7K -77 -25%
PCG
237
Private Capital Group
Connecticut
$42K +$9.33K +50 +29%
RFA
238
Reilly Financial Advisors
California
$38K – – –
FHA
239
First Horizon Advisors
Tennessee
$30K -$373 -2 -1%
SPIA
240
Steward Partners Investment Advisory
New York
$28K – – –
PA
241
Procyon Advisors
Connecticut
$25K – – –
IA
242
IFP Advisors
Florida
$22K -$7.08K -37 -24%
PA
243
Parallel Advisors
California
$20K – – –
HNB
244
Huntington National Bank
Ohio
$20K +$20K +108 New
GWM
245
Geneos Wealth Management
Colorado
$17K – – –
PAM
246
Panagora Asset Management
Massachusetts
$16K -$60.9K -316 -79%
Rockefeller Capital Management
247
Rockefeller Capital Management
New York
$16K -$5.52K -29 -26%
GRP
248
Global Retirement Partners
California
$16K +$16K +83 New
PFSC
249
Peoples Financial Services Corp
Pennsylvania
$14K – – –
CIA
250
CSat Investment Advisory
Michigan
$14K +$14K +76 New
8 9
10
11 12