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Helen of Troy
HELE

Overview Fund Activity

279 hedge funds and large institutions have $5.74B invested in Helen of Troy in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 79 increasing their positions, 122 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
-7
Holders Change %
-2.45%
% of All Funds
4.9%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
26
Increased
79
Reduced
122
Closed
31
Calls
$31.3M
Puts
$26.9M
Net Calls
+$4.47M
Net Calls Change
-$5.82M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$120M
2
Capital International Investors
2
Capital International Investors
California
$231M
3
CB
3
Cooke & Bieler
Pennsylvania
$304M
4
Wells Fargo
4
Wells Fargo
California
$260M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$14.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$288M
2
BlackRock
2
BlackRock
New York
$574M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$483M
4
RI
4
Redwood Investments
Massachusetts
$0
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
6M
226
6 Meridian
Kansas
$217K +$217K +964 New
ASN
227
Advisory Services Network
Georgia
$203K -$9.68K -43 -5%
CAPTRUST Financial Advisors
228
CAPTRUST Financial Advisors
North Carolina
$181K -$107K -477 -37%
AII
229
AGF Investments Inc
Ontario, Canada
$180K +$5.4K +24 +3%
AP
230
Arlington Partners
Alabama
$148K – – –
EVM
231
Eaton Vance Management
Massachusetts
$145K +$15.6K +196 +12%
DSC
232
Duncker Streett & Co
Missouri
$139K -$1.04M -4,633 -88%
Simplex Trading
233
Simplex Trading
Illinois
$123K – – –
VanEck Associates
234
VanEck Associates
New York
$120K +$44.6K +198 +59%
Northwestern Mutual Wealth Management
235
Northwestern Mutual Wealth Management
Wisconsin
$101K +$101K +450 New
CSS
236
Cubist Systematic Strategies
Connecticut
$94K -$261K -1,161 -74%
VI
237
Vestcor Inc
New Brunswick, Canada
$89K – – –
SPIA
238
Steward Partners Investment Advisory
New York
$66K -$9.01K -40 -12%
MAM
239
Meeder Asset Management
Ohio
$64K +$2.01K +9 +3%
HIA
240
Harbor Investment Advisory
Maryland
$51K +$12.6K +56 +33%
OSAM
241
O'Shaughnessy Asset Management
Connecticut
$48K +$18.8K +83 +64%
RFA
242
Reilly Financial Advisors
California
$45K – – –
Fifth Third Bancorp
243
Fifth Third Bancorp
Ohio
$44K -$1.81K -8 -4%
Bessemer Group
244
Bessemer Group
New Jersey
$44K +$4.44K +20 +11%
HI
245
Harbour Investments
Wisconsin
$42K – – –
AssetMark Inc
246
AssetMark Inc
California
$38K – – –
TWA
247
TCI Wealth Advisors
Arizona
$31K +$8.43K +37 +37%
PA
248
Parallel Advisors
California
$25K – – –
IA
249
IFP Advisors
Florida
$22K – – –
GWM
250
Geneos Wealth Management
Colorado
$22K – – –
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