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Helen of Troy
HELE

Overview Fund Activity

308 hedge funds and large institutions have $5.76B invested in Helen of Troy in 2020 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 101 increasing their positions, 126 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
Holders Change
–
Holders Change %
0%
% of All Funds
5.46%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
46
Increased
101
Reduced
126
Closed
46
Calls
$28.7M
Puts
$58.1M
Net Calls
-$29.4M
Net Calls Change
-$35.7M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$113M
2
Capital World Investors
Capital World Investors
California
$71.7M
3
Capital International Investors
Capital International Investors
California
$53.5M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$419M
5
Wells Fargo
Wells Fargo
California
$139M

Top Sellers

1
RCAMU
Rothschild & Co Asset Management US
Connecticut
$0
2
CB
Cooke & Bieler
Pennsylvania
$162M
3
Victory Capital Management
Victory Capital Management
Texas
$71.7M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$34.5M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$27.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
251
World Asset Management
Michigan
$220K +$220K +989 New
RHJA
252
Rice Hall James & Associates
California
$220K +$220K +990 New
AF
253
Advisornet Financial
Minnesota
$218K +$1.78K +8 +0.8%
CIBC World Market
254
CIBC World Market
Ontario, Canada
$216K +$216K +972 New
CIBC Asset Management
255
CIBC Asset Management
Ontario, Canada
$215K +$215K +966 New
ASN
256
Advisory Services Network
Georgia
$213K -$888 -4 -0.4%
CI
257
Cigna Investments
Connecticut
$212K +$212K +953 New
RCA
258
Rowland Carmichael Advisors
Arizona
$211K +$211K +950 New
OTPPB
259
Ontario Teachers' Pension Plan Board
Ontario, Canada
$206K +$206K +925 New
MPM
260
Meritage Portfolio Management
Kansas
$206K +$206K +928 New
Cetera Investment Advisers
261
Cetera Investment Advisers
Illinois
$200K +$200K +901 New
AII
262
AGF Investments Inc
Ontario, Canada
$192K -$190K -854 -50%
FF
263
FourThought Financial
Florida
$157K +$157K +707 New
CAPTRUST Financial Advisors
264
CAPTRUST Financial Advisors
North Carolina
$155K +$4.9K +22 +3%
PHK
265
Point72 Hong Kong
Hong Kong
$143K -$27.1K -122 -16%
Bessemer Group
266
Bessemer Group
New Jersey
$138K -$2.7M -12,075 -95%
Skandinaviska Enskilda Banken (SEB)
267
Skandinaviska Enskilda Banken (SEB)
Sweden
$111K +$111K +500 New
VI
268
Vestcor Inc
New Brunswick, Canada
$88K – – –
Fifth Third Bancorp
269
Fifth Third Bancorp
Ohio
$69K -$234K -1,056 -77%
FMT
270
First Mercantile Trust
Tennessee
$66K -$19.9K -90 -23%
SPIA
271
Steward Partners Investment Advisory
New York
$59K +$8.46K +38 +17%
PWPS
272
Pinnacle Wealth Planning Services
Ohio
$49K +$49K +219 New
Canada Pension Plan Investment Board
273
Canada Pension Plan Investment Board
Ontario, Canada
$48K -$85.9K -390 -64%
QT
274
Quantbot Technologies
New York
$44K -$245K -1,114 -85%
RFA
275
Reilly Financial Advisors
California
$44K – – –
9 10
11
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