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Helen of Troy
HELE

Overview Fund Activity

308 hedge funds and large institutions have $4.87B invested in Helen of Troy in 2020 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 94 increasing their positions, 112 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
Holders Change
+39
Holders Change %
+14.5%
% of All Funds
6.23%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
60
Increased
94
Reduced
112
Closed
18
Calls
$22.1M
Puts
$15.8M
Net Calls
+$6.27M
Net Calls Change
-$2.16M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$232M
2
William Blair Investment Management
William Blair Investment Management
Illinois
$176M
3
Macquarie Group
Macquarie Group
Australia
$42.1M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$43.8M
5
EA
Emerald Advisers
Pennsylvania
$14.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$333M
2
CIP
Champlain Investment Partners
Vermont
$0
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$55.9M
4
Vanguard Group
Vanguard Group
Pennsylvania
$441M
5
BlackRock
BlackRock
New York
$548M
Name Holding Trade Value Shares
Change 		Shares
Change %
Public Sector Pension Investment Board (PSP Investments)
226
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$348K +$348K +1,797 New
Mercer Global Advisors
227
Mercer Global Advisors
Colorado
$345K +$36K +186 +12%
IMRF
228
Illinois Municipal Retirement Fund
Illinois
$341K +$341K +1,763 New
JPMPWA
229
J.P. Morgan Private Wealth Advisors
California
$336K +$775 +4 +0.2%
AII
230
AGF Investments Inc
Ontario, Canada
$333K +$13.8K +71 +4%
PAM
231
Panagora Asset Management
Massachusetts
$322K +$306K +1,580 +1,904%
WCM
232
Weld Capital Management
New York
$321K +$321K +1,657 New
QT
233
Quantamental Technologies
New York
$310K +$310K +1,600 New
FHB
234
First Hawaiian Bank
Hawaii
$309K -$5.81K -30 -2%
HighTower Advisors
235
HighTower Advisors
Illinois
$300K -$2.9K -15 -1%
VF
236
Virtu Financial
New York
$295K +$295K +1,525 New
OAM
237
Oppenheimer Asset Management
New York
$290K +$62.2K +321 +27%
SCM
238
Shelton Capital Management
Colorado
$284K – – –
SIM
239
Sadoff Investment Management
Wisconsin
$283K – – –
Teacher Retirement System of Texas
240
Teacher Retirement System of Texas
Texas
$278K +$278K +1,439 New
Truist Financial
241
Truist Financial
North Carolina
$270K -$410K -2,122 -60%
LIA
242
LS Investment Advisors
Michigan
$268K – – –
FCBT
243
First Citizens Bank & Trust
North Carolina
$267K +$9.09K +47 +4%
Fifth Third Bancorp
244
Fifth Third Bancorp
Ohio
$265K -$53.9K -278 -17%
MF
245
Magnetar Financial
Illinois
$263K +$263K +1,357 New
AA
246
ALPS Advisors
Colorado
$261K -$73.5K -380 -22%
Acadian Asset Management
247
Acadian Asset Management
Massachusetts
$256K +$185K +956 +262%
AP
248
Advisor Partners
California
$255K +$2.13K +11 +0.8%
QT
249
Quantbot Technologies
New York
$254K +$246K +1,271 +2,956%
IAS
250
IMA Advisory Services
Colorado
$232K – – –
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10
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