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Helen of Troy
HELE

Overview Fund Activity

279 hedge funds and large institutions have $5.74B invested in Helen of Troy in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 79 increasing their positions, 122 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
-7
Holders Change %
-2.45%
% of All Funds
4.9%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
26
Increased
79
Reduced
122
Closed
31
Calls
$31.3M
Puts
$26.9M
Net Calls
+$4.47M
Net Calls Change
-$5.82M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$120M
2
Capital International Investors
2
Capital International Investors
California
$231M
3
CB
3
Cooke & Bieler
Pennsylvania
$304M
4
Wells Fargo
4
Wells Fargo
California
$260M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$14.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$288M
2
BlackRock
2
BlackRock
New York
$574M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$483M
4
RI
4
Redwood Investments
Massachusetts
$0
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
251
First Horizon Advisors
Tennessee
$17K -$16.6K -79 -49%
Rockefeller Capital Management
252
Rockefeller Capital Management
New York
$15K +$435 +2 +3%
CFGS
253
Concourse Financial Group Securities
Alabama
$13K – – –
GAM
254
Gemmer Asset Management
California
$13K – – –
CA
255
Clearstead Advisors
Ohio
$13K +$13K +60 New
ST
256
Smithfield Trust
Pennsylvania
$10K – – –
PCG
257
Private Capital Group
Connecticut
$9K – – –
KFS
258
Kelly Financial Services
Massachusetts
$6.97K -$1.58M -7,041 -100%
PWMG
259
Prestige Wealth Management Group
New Jersey
$6K – – –
HWMA
260
Heritage Wealth Management (Arizona)
Arizona
$6K – – –
FPS
261
Fieldpoint Private Securities
Connecticut
$6K – – –
MPWT
262
MassMutual Private Wealth & Trust
Connecticut
$5K – – –
GFPC
263
Global Financial Private Client
Florida
$4.73K – – –
CFD
264
Creative Financial Designs
Indiana
$4K – – –
SSB
265
Sandy Spring Bank
Maryland
$4K – – –
ACM
266
AUA Capital Management
Pennsylvania
$3K – – –
Jones Financial Companies
267
Jones Financial Companies
Missouri
$3K – – –
EW
268
Evoke Wealth
California
$2K – – –
VCM
269
Versant Capital Management
Arizona
$2K – – –
DFCM
270
Dark Forest Capital Management
Puerto Rico
$2K +$2K +11 New
Nisa Investment Advisors
271
Nisa Investment Advisors
Missouri
$1.49K – – –
FMP
272
Financial Management Professionals
Texas
$1K – – –
AF
273
Allworth Financial
California
$1K +$1K +3 New
QCG
274
Quadrant Capital Group
Ohio
$1K +$1K +3 New
PI
275
PEAK6 Investments
Illinois
$1K +$1K +3 New
9 10
11
12 13