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Helen of Troy
HELE

Overview Fund Activity

269 hedge funds and large institutions have $4.74B invested in Helen of Troy in 2020 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 76 increasing their positions, 113 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
+7
Holders Change %
+2.67%
% of All Funds
5.53%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
46
Increased
76
Reduced
113
Closed
37
Calls
$21.6M
Puts
$13.2M
Net Calls
+$8.43M
Net Calls Change
+$2.22M

Top Buyers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$124M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$130M
3
CIP
3
Champlain Investment Partners
Vermont
$34.1M
4
Lazard Asset Management
4
Lazard Asset Management
New York
$28.7M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$334M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$89.3M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$374M
3
Wells Fargo
3
Wells Fargo
California
$80.5M
4
Northern Trust
4
Northern Trust
Illinois
$89.5M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$136M
Name Holding Trade Value Shares
Change 		Shares
Change %
APA
251
American Portfolios Advisors
New York
$11.7K -$377 -2 -3%
TWA
252
TCI Wealth Advisors
Arizona
$11K -$3.48K -19 -24%
GAM
253
Gemmer Asset Management
California
$11K – – –
OSAM
254
O'Shaughnessy Asset Management
Connecticut
$10K +$9.61K +49 +2,450%
FMII
255
Farmers & Merchants Investments Inc
Nebraska
$8K – – –
QT
256
Quantbot Technologies
New York
$8K +$8K +43 New
QCG
257
Quadrant Capital Group
Ohio
$7K +$7K +38 New
CTC
258
Central Trust Company
Missouri
$6K – – –
KFS
259
Kelly Financial Services
Massachusetts
$5.85K – – –
TL
260
TrueWealth LLC
Georgia
$5K – – –
PWMG
261
Prestige Wealth Management Group
New Jersey
$5K – – –
SL
262
Savior LLC
Massachusetts
$4K – – –
SFG
263
Sowa Financial Group
Rhode Island
$4K – – –
GFPC
264
Global Financial Private Client
Florida
$3.93K – – –
CFD
265
Creative Financial Designs
Indiana
$3K +$3K +16 New
VCM
266
Versant Capital Management
Arizona
$1K – – –
CI
267
CX Institutional
Indiana
$1K +$1K +7 New
WIM
268
Westside Investment Management
California
$19 – – –
MC
269
Maverick Capital
Texas
– -$5.69M -39,494 Closed
Nordea Investment Management
270
Nordea Investment Management
Sweden
– -$5.13M -36,307 Closed
SCP
271
Seizert Capital Partners
Michigan
– -$2.31M -16,052 Closed
Citadel Advisors
272
Citadel Advisors
Florida
– -$2.19M -15,222 Closed
3C
273
361 Capital
Colorado
– -$1.64M -11,376 Closed
BFA
274
Brendel Financial Advisors
New Hampshire
– -$1.23M -8,557 Closed
SSA
275
Schonfeld Strategic Advisors
New York
– -$1.14M -7,896 Closed
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11
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