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Helen of Troy

322 hedge funds and large institutions have $5.54B invested in Helen of Troy in 2021 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 89 increasing their positions, 144 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

4% less capital invested

Capital invested by funds: $5.76B → $5.54B (-$223M)

23% less call options, than puts

Call options by funds: $24.2M | Put options by funds: $31.3M

38% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 144

Holders
322
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$24.2M
Puts
$31.3M
Net Calls
Net Calls Change

Top Buyers

1 +$79.4M
2 +$43.4M
3 +$43.1M
4
Goldman Sachs
Goldman Sachs
New York
+$41.1M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$29.1M

Top Sellers

1 -$56.4M
2 -$30.9M
3 -$25.4M
4
Bank of America
Bank of America
North Carolina
-$22M
5
Invesco
Invesco
Georgia
-$20.2M
Name Holding Trade Value Shares
Change
Change in
Stake
226
$410K
227
$408K
228
$406K
229
$400K
230
$381K
231
$379K
232
$379K
233
$368K
234
$358K
235
$346K
236
$336K
237
$321K
238
$318K
239
$316K
240
$314K
241
$309K
242
$308K
243
$307K
244
$303K
245
$299K
246
$299K
247
$298K
248
$288K
249
$282K
250
$271K