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Helen of Troy
HELE

Overview Fund Activity

286 hedge funds and large institutions have $5.71B invested in Helen of Troy in 2021 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 84 increasing their positions, 134 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
-36
Holders Change %
-11.18%
% of All Funds
4.99%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
18
Increased
84
Reduced
134
Closed
53
Calls
$31.2M
Puts
$20.9M
Net Calls
+$10.3M
Net Calls Change
+$17.4M

Top Buyers

1
CB
1
Cooke & Bieler
Pennsylvania
$272M
2
Capital International Investors
2
Capital International Investors
California
$157M
3
Capital World Investors
3
Capital World Investors
California
$155M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$504M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$330M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$29.5M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$23.3M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$66.6M
4
BlackRock
4
BlackRock
New York
$601M
5
William Blair Investment Management
5
William Blair Investment Management
Illinois
$176M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
226
Advisornet Financial
Minnesota
$271K +$44.4K +195 +20%
CIM
227
CIM Investment Management
Pennsylvania
$258K – – –
Mitsubishi UFJ Trust & Banking
228
Mitsubishi UFJ Trust & Banking
Japan
$255K -$16K -70 -6%
VHAM
229
Van Hulzen Asset Management
California
$250K +$250K +1,097 New
FCBT
230
First Citizens Bank & Trust
North Carolina
$249K -$74.3K -326 -23%
RHJA
231
Rice Hall James & Associates
California
$246K – – –
LNWWM
232
Laird Norton Wetherby Wealth Management
California
$242K +$242K +1,062 New
OWP
233
Obermeyer Wealth Partners
Colorado
$228K – – –
CIBC Asset Management
234
CIBC Asset Management
Ontario, Canada
$219K – – –
AAM
235
Arabesque Asset Management
United Kingdom
$216K -$2.41M -10,570 -92%
ASN
236
Advisory Services Network
Georgia
$216K -$18.3K -80 -8%
HighTower Advisors
237
HighTower Advisors
Illinois
$212K -$49K -212 -19%
RJFSA
238
Raymond James Financial Services Advisors
Florida
$207K +$207K +907 New
CI
239
Cigna Investments
Connecticut
$203K +$203K +887 New
Canada Pension Plan Investment Board
240
Canada Pension Plan Investment Board
Ontario, Canada
$183K +$183K +802 New
AII
241
AGF Investments Inc
Ontario, Canada
$177K +$7.3K +32 +4%
AP
242
Arlington Partners
Alabama
$151K +$20.1K +88 +15%
Simplex Trading
243
Simplex Trading
Illinois
$121K +$121K +533 New
VI
244
Vestcor Inc
New Brunswick, Canada
$91K – – –
SPIA
245
Steward Partners Investment Advisory
New York
$76K -$12.3K -54 -14%
VanEck Associates
246
VanEck Associates
New York
$76K +$42.2K +186 +125%
MAM
247
Meeder Asset Management
Ohio
$63K -$11.6K -51 -16%
Fifth Third Bancorp
248
Fifth Third Bancorp
Ohio
$46K -$11.3K -50 -20%
RFA
249
Reilly Financial Advisors
California
$46K – – –
HI
250
Harbour Investments
Wisconsin
$42K -$5K -22 -11%
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10
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