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Helen of Troy
HELE

Overview Fund Activity

286 hedge funds and large institutions have $5.71B invested in Helen of Troy in 2021 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 84 increasing their positions, 134 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
-36
Holders Change %
-11.18%
% of All Funds
4.99%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
18
Increased
84
Reduced
134
Closed
53
Calls
$31.2M
Puts
$20.9M
Net Calls
+$10.3M
Net Calls Change
+$17.4M

Top Buyers

1
CB
1
Cooke & Bieler
Pennsylvania
$272M
2
Capital International Investors
2
Capital International Investors
California
$157M
3
Capital World Investors
3
Capital World Investors
California
$155M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$504M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$330M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$29.5M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$23.3M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$66.6M
4
BlackRock
4
BlackRock
New York
$601M
5
William Blair Investment Management
5
William Blair Investment Management
Illinois
$176M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bessemer Group
251
Bessemer Group
New Jersey
$41K – – –
HIA
252
Harbor Investment Advisory
Maryland
$39K – – –
AssetMark Inc
253
AssetMark Inc
California
$38K – – –
FHA
254
First Horizon Advisors
Tennessee
$36K -$2.03K -9 -5%
KFS
255
Kelly Financial Services
Massachusetts
$31K +$30.9K +7,041 +22,713%
OSAM
256
O'Shaughnessy Asset Management
Connecticut
$29K +$16.2K +72 +126%
PA
257
Parallel Advisors
California
$25K – – –
GWM
258
Geneos Wealth Management
Colorado
$23K -$3.45K -15 -13%
IA
259
IFP Advisors
Florida
$23K – – –
TWA
260
TCI Wealth Advisors
Arizona
$23K +$465 +2 +2%
Rockefeller Capital Management
261
Rockefeller Capital Management
New York
$15K -$1.12K -5 -7%
CFGS
262
Concourse Financial Group Securities
Alabama
$14K -$6.77K -29 -33%
GAM
263
Gemmer Asset Management
California
$14K – – –
AIG
264
American International Group
New York
$13K -$305 -1,338 -2%
ST
265
Smithfield Trust
Pennsylvania
$10K – – –
PCG
266
Private Capital Group
Connecticut
$9K – – –
FPS
267
Fieldpoint Private Securities
Connecticut
$6K – – –
PWMG
268
Prestige Wealth Management Group
New Jersey
$6K – – –
HWMA
269
Heritage Wealth Management (Arizona)
Arizona
$6K +$6K +26 New
SC
270
Solstein Capital
California
$5K – – –
MPWT
271
MassMutual Private Wealth & Trust
Connecticut
$5K +$3.1K +13 +163%
GFPC
272
Global Financial Private Client
Florida
$4.86K – – –
APA
273
American Portfolios Advisors
New York
$4.33K -$20.3K -89 -82%
CFD
274
Creative Financial Designs
Indiana
$4K – – –
SSB
275
Sandy Spring Bank
Maryland
$4K – – –
9 10
11
12 13