HELE icon

Helen of Troy
HELE

Overview Fund Activity

308 hedge funds and large institutions have $4.87B invested in Helen of Troy in 2020 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 94 increasing their positions, 112 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
Holders Change
+39
Holders Change %
+14.5%
% of All Funds
6.23%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
60
Increased
94
Reduced
112
Closed
18
Calls
$22.1M
Puts
$15.8M
Net Calls
+$6.27M
Net Calls Change
-$2.16M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$232M
2
William Blair Investment Management
William Blair Investment Management
Illinois
$176M
3
Macquarie Group
Macquarie Group
Australia
$42.1M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$43.8M
5
EA
Emerald Advisers
Pennsylvania
$14.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$333M
2
CIP
Champlain Investment Partners
Vermont
$0
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$55.9M
4
Vanguard Group
Vanguard Group
Pennsylvania
$441M
5
BlackRock
BlackRock
New York
$548M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIM
251
CIM Investment Management
Pennsylvania
$231K -$41.5K -215 -15%
EVM
252
Eaton Vance Management
Massachusetts
$228K -$68.4K -353 -23%
QC
253
Quadrature Capital
United Kingdom
$213K +$213K +1,100 New
OAM
254
Oberweis Asset Management
Illinois
$213K +$213K +1,100 New
PTC
255
Petrus Trust Company
Texas
$213K +$213K +1,103 New
SGA
256
Strategic Global Advisors
California
$211K -$1.34M -6,913 -86%
SL
257
Stevard LLC
Illinois
$211K +$211K +1,090 New
CC
258
Centiva Capital
New York
$201K +$201K +1,040 New
AF
259
Advisornet Financial
Minnesota
$188K +$20.9K +108 +12%
ASN
260
Advisory Services Network
Georgia
$187K +$187K +964 New
PI
261
PEAK6 Investments
Illinois
$187K +$187K +967 New
OSAM
262
O'Shaughnessy Asset Management
Connecticut
$184K +$174K +899 +1,763%
AIM
263
Aigen Investment Management
New York
$184K +$184K +952 New
FHA
264
Flagship Harbor Advisors
Massachusetts
$170K -$3.85K -20 -2%
PHK
265
Point72 Hong Kong
Hong Kong
$148K +$148K +765 New
CAPTRUST Financial Advisors
266
CAPTRUST Financial Advisors
North Carolina
$135K +$4.01K +20 +3%
FC
267
FORA Capital
Florida
$128K +$128K +660 New
Canada Pension Plan Investment Board
268
Canada Pension Plan Investment Board
Ontario, Canada
$118K -$477K -2,456 -80%
VI
269
Vestcor Inc
New Brunswick, Canada
$77K – – –
FMT
270
First Mercantile Trust
Tennessee
$73K -$45.2K -240 -38%
Mitsubishi UFJ Trust & Banking
271
Mitsubishi UFJ Trust & Banking
Japan
$58K +$58K +300 New
Simplex Trading
272
Simplex Trading
Illinois
$54K -$8.07K -42 -13%
HFM
273
Harvest Fund Management
China
$46K +$46K +226 New
AssetMark Inc
274
AssetMark Inc
California
$45K – – –
PCG
275
Private Capital Group
Connecticut
$44K +$769 +4 +2%
9 10
11
12 13