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Helen of Troy
HELE

Overview Fund Activity

308 hedge funds and large institutions have $5.76B invested in Helen of Troy in 2020 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 101 increasing their positions, 126 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
Holders Change
–
Holders Change %
0%
% of All Funds
5.46%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
46
Increased
101
Reduced
126
Closed
46
Calls
$28.7M
Puts
$58.1M
Net Calls
-$29.4M
Net Calls Change
-$35.7M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$113M
2
Capital World Investors
Capital World Investors
California
$71.7M
3
Capital International Investors
Capital International Investors
California
$53.5M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$419M
5
Wells Fargo
Wells Fargo
California
$139M

Top Sellers

1
RCAMU
Rothschild & Co Asset Management US
Connecticut
$0
2
CB
Cooke & Bieler
Pennsylvania
$162M
3
Victory Capital Management
Victory Capital Management
Texas
$71.7M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$34.5M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$27.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
QC
226
Quadrature Capital
United Kingdom
$378K +$133K +600 +55%
OC
227
Oppenheimer & Co
New York
$374K +$374K +1,681 New
FHB
228
First Hawaiian Bank
Hawaii
$367K +$12.4K +56 +4%
JPMPWA
229
J.P. Morgan Private Wealth Advisors
California
$366K -$19.6K -88 -5%
RJFSA
230
Raymond James Financial Services Advisors
Florida
$360K -$126K -569 -26%
PCM
231
Prelude Capital Management
New York
$338K -$318K -1,430 -48%
OAM
232
Oppenheimer Asset Management
New York
$338K +$5.34K +24 +2%
YIH
233
Y-Intercept (HK)
Hong Kong
$331K +$331K +1,480 New
SCM
234
Shelton Capital Management
Colorado
$326K – – –
SIM
235
Sadoff Investment Management
Wisconsin
$324K – – –
AAM
236
Advisors Asset Management
Colorado
$311K -$161K -726 -34%
AP
237
Advisor Partners
California
$303K +$9.57K +43 +3%
AA
238
ALPS Advisors
Colorado
$291K -$8.89K -40 -3%
LNWWM
239
Laird Norton Wetherby Wealth Management
California
$288K +$288K +1,298 New
Cambridge Investment Research Advisors
240
Cambridge Investment Research Advisors
Iowa
$276K +$276K +1,242 New
FCBT
241
First Citizens Bank & Trust
North Carolina
$274K -$32.2K -145 -11%
IAS
242
IMA Advisory Services
Colorado
$267K – – –
CIM
243
CIM Investment Management
Pennsylvania
$266K – – –
Mitsubishi UFJ Trust & Banking
244
Mitsubishi UFJ Trust & Banking
Japan
$244K +$177K +799 +266%
SGA
245
Strategic Global Advisors
California
$242K -$444 -2 -0.2%
BOPW
246
Brandywine Oak Private Wealth
Pennsylvania
$239K +$239K +1,079 New
HighTower Advisors
247
HighTower Advisors
Illinois
$236K -$111K -497 -32%
B
248
Bailard
California
$232K +$232K +1,046 New
SWA
249
SOA Wealth Advisors
New York
$231K +$231K +1,000 New
OWP
250
Obermeyer Wealth Partners
Colorado
$222K +$222K +1,000 New
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