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Helen of Troy
HELE

Overview Fund Activity

269 hedge funds and large institutions have $4.74B invested in Helen of Troy in 2020 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 76 increasing their positions, 113 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
+7
Holders Change %
+2.67%
% of All Funds
5.53%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
46
Increased
76
Reduced
113
Closed
37
Calls
$21.6M
Puts
$13.2M
Net Calls
+$8.43M
Net Calls Change
+$2.22M

Top Buyers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$124M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$130M
3
CIP
3
Champlain Investment Partners
Vermont
$34.1M
4
Lazard Asset Management
4
Lazard Asset Management
New York
$28.7M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$334M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$89.3M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$374M
3
Wells Fargo
3
Wells Fargo
California
$80.5M
4
Northern Trust
4
Northern Trust
Illinois
$89.5M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$136M
Name Holding Trade Value Shares
Change 		Shares
Change %
AR
276
Advisory Research
Illinois
– -$903K -6,271 Closed
Coatue Management
277
Coatue Management
New York
– -$867K -6,023 Closed
HIM
278
Hillsdale Investment Management
Ontario, Canada
– -$735K -5,100 Closed
SRAM
279
Stone Ridge Asset Management
New York
– -$713K -4,947 Closed
ECM
280
ExodusPoint Capital Management
New York
– -$680K -4,723 Closed
JCM
281
JS Capital Management
New York
– -$605K -4,200 Closed
EMG
282
Ellington Management Group
Connecticut
– -$605K -4,200 Closed
PI
283
PEAK6 Investments
Illinois
– -$561K -3,898 Closed
AL
284
AJO LP
Pennsylvania
– -$498K -3,463 Closed
MGIM
285
M&G Investment Management
United Kingdom
– -$442K -3,066 Closed
OTPPB
286
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$408K -2,836 Closed
Calamos Advisors
287
Calamos Advisors
Illinois
– -$389K -2,700 Closed
Jennison Associates
288
Jennison Associates
New York
– -$388K -2,691 Closed
Walleye Trading
289
Walleye Trading
New York
– -$351K -2,434 Closed
PIA
290
Piedmont Investment Advisors
North Carolina
– -$340K -2,362 Closed
AFS
291
Amtrust Financial Services
New York
– -$317K -2,200 Closed
RFC
292
Regions Financial Corp
Alabama
– -$270K -1,877 Closed
HF
293
HRT Financial
New York
– -$226K -1,575 Closed
FC
294
FORA Capital
Florida
– -$146K -1,016 Closed
NIT
295
NumerixS Investment Technologies
British Columbia, Canada
– -$72K -500 Closed
MAM
296
Meeder Asset Management
Ohio
– -$40K -276 Closed
ASN
297
Advisory Services Network
Georgia
– -$24K -168 Closed
WAP
298
Wealthcare Advisory Partners
Pennsylvania
– -$16K -112 Closed
SF
299
Synovus Financial
Georgia
– -$7K -47 Closed
BBHC
300
Brown Brothers Harriman & Co
New York
– -$6K -43 Closed
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