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Helen of Troy
HELE

Overview Fund Activity

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
Holders
322
Holders Change
+14
Holders Change %
+4.55%
% of All Funds
5.67%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
54
Increased
89
Reduced
144
Closed
39
Calls
$24.2M
Puts
$31.3M
Net Calls
-$7.1M
Net Calls Change
+$22.3M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$211M
2
Capital International Investors
Capital International Investors
California
$94.1M
3
CB
Cooke & Bieler
Pennsylvania
$197M
4
Goldman Sachs
Goldman Sachs
New York
$148M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$426M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$13.1M
2
State Street
State Street
Massachusetts
$157M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$368K
4
Bank of America
Bank of America
North Carolina
$45.1M
5
Invesco
Invesco
Georgia
$11.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
V
226
Veritable
Delaware
$410K – – –
OAM
227
Oppenheimer Asset Management
New York
$408K +$88K +418 +28%
CB
228
Commerce Bank
Missouri
$406K -$7.78K -37 -2%
PAMU
229
Pictet Asset Management (UK)
United Kingdom
$400K -$42.1K -200 -10%
AIM
230
Aigen Investment Management
New York
$381K +$381K +1,807 New
IB
231
Intrust Bank
Kansas
$379K -$19.2K -91 -5%
ARMT
232
Amica Retiree Medical Trust
Rhode Island
$379K – – –
Wellington Management Group
233
Wellington Management Group
Massachusetts
$368K -$25.4M -120,261 -99%
XT
234
XTX Topco
Cayman Islands
$358K +$358K +1,700 New
FHB
235
First Hawaiian Bank
Hawaii
$346K -$1.47K -7 -0.4%
D.E. Shaw & Co
236
D.E. Shaw & Co
New York
$336K +$336K +1,597 New
MHS
237
M Holdings Securities
Oregon
$321K +$321K +1,525 New
JPMPWA
238
J.P. Morgan Private Wealth Advisors
California
$318K -$29.3K -139 -8%
MPM
239
Meritage Portfolio Management
Kansas
$316K +$121K +572 +62%
LIA
240
LS Investment Advisors
Michigan
$314K -$86.5K -410 -22%
SCM
241
Shelton Capital Management
Colorado
$309K – – –
SIM
242
Sadoff Investment Management
Wisconsin
$308K – – –
AA
243
ALPS Advisors
Colorado
$307K +$31.2K +148 +11%
PCM
244
Prelude Capital Management
New York
$303K -$17.7K -84 -6%
HSBC Holdings
245
HSBC Holdings
United Kingdom
$299K -$1M -4,762 -77%
FCBT
246
First Citizens Bank & Trust
North Carolina
$299K +$38.6K +183 +15%
Verition Fund Management
247
Verition Fund Management
Connecticut
$298K +$298K +1,414 New
AP
248
Advisor Partners
California
$288K +$1.47K +7 +0.5%
Cambridge Investment Research Advisors
249
Cambridge Investment Research Advisors
Iowa
$282K +$20.2K +96 +8%
CAPTRUST Financial Advisors
250
CAPTRUST Financial Advisors
North Carolina
$271K +$124K +590 +85%
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