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Helen of Troy
HELE

Overview Fund Activity

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
Holders
322
Holders Change
+14
Holders Change %
+4.55%
% of All Funds
5.67%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
54
Increased
89
Reduced
144
Closed
39
Calls
$24.2M
Puts
$31.3M
Net Calls
-$7.1M
Net Calls Change
+$22.3M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$211M
2
Capital International Investors
2
Capital International Investors
California
$94.1M
3
CB
3
Cooke & Bieler
Pennsylvania
$197M
4
Goldman Sachs
4
Goldman Sachs
New York
$148M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$426M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$13.1M
2
State Street
2
State Street
Massachusetts
$157M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$368K
4
Bank of America
4
Bank of America
North Carolina
$45.1M
5
Invesco
5
Invesco
Georgia
$11.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
251
Centiva Capital
New York
$269K +$269K +1,278 New
ACM
252
AlphaCrest Capital Management
New York
$266K -$428K -2,031 -62%
Mitsubishi UFJ Trust & Banking
253
Mitsubishi UFJ Trust & Banking
Japan
$264K +$19.8K +89 +8%
Allianz Asset Management
254
Allianz Asset Management
Germany
$255K -$6.58M -31,224 -96%
IAS
255
IMA Advisory Services
Colorado
$253K – – –
WAM
256
Wolverine Asset Management
Illinois
$248K +$248K +1,179 New
CIM
257
CIM Investment Management
Pennsylvania
$238K -$14.1K -67 -6%
HighTower Advisors
258
HighTower Advisors
Illinois
$236K +$15.9K +76 +7%
BOPW
259
Brandywine Oak Private Wealth
Pennsylvania
$235K +$8.2K +39 +4%
PRC
260
Pearl River Capital
Michigan
$230K +$230K +1,094 New
SGA
261
Strategic Global Advisors
California
$229K – – –
RHJA
262
Rice Hall James & Associates
California
$227K +$18.5K +88 +9%
MAP
263
Milestone Advisory Partners
North Carolina
$226K +$226K +1,073 New
ASN
264
Advisory Services Network
Georgia
$216K +$13.7K +65 +7%
OWP
265
Obermeyer Wealth Partners
Colorado
$211K – – –
RA
266
Royce & Associates
New York
$211K +$211K +1,000 New
SWA
267
SOA Wealth Advisors
New York
$210K – – –
AF
268
Advisornet Financial
Minnesota
$210K +$2.96K +14 +1%
CIBC Asset Management
269
CIBC Asset Management
Ontario, Canada
$202K -$1.26K -6 -0.6%
GWSG
270
GPS Wealth Strategies Group
Colorado
$192K +$192K +914 New
AII
271
AGF Investments Inc
Ontario, Canada
$157K -$25.5K -121 -14%
AAM
272
Advisors Asset Management
Colorado
$147K -$147K -701 -50%
FF
273
FourThought Financial
Florida
$145K -$3.79K -18 -3%
AP
274
Arlington Partners
Alabama
$120K +$120K +572 New
AIC
275
Ameritas Investment Company
Nebraska
$102K +$102K +486 New
9 10
11
12 13