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Helen of Troy

322 hedge funds and large institutions have $5.54B invested in Helen of Troy in 2021 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 89 increasing their positions, 144 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

4% less capital invested

Capital invested by funds: $5.76B → $5.54B (-$223M)

23% less call options, than puts

Call options by funds: $24.2M | Put options by funds: $31.3M

38% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 144

Holders
322
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$24.2M
Puts
$31.3M
Net Calls
Net Calls Change

Top Buyers

1 +$79.4M
2 +$43.4M
3 +$43.1M
4
Goldman Sachs
Goldman Sachs
New York
+$41.1M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$29.1M

Top Sellers

1 -$56.4M
2 -$30.9M
3 -$25.4M
4
Bank of America
Bank of America
North Carolina
-$22M
5
Invesco
Invesco
Georgia
-$20.2M
Name Holding Trade Value Shares
Change
Change in
Stake
251
$269K
252
$266K
253
$264K
254
$255K
255
$253K
256
$248K
257
$238K
258
$236K
259
$235K
260
$230K
261
$229K
262
$227K
263
$226K
264
$216K
265
$211K
266
$211K
267
$210K
268
$210K
269
$202K
270
$192K
271
$157K
272
$147K
273
$145K
274
$120K
275
$102K