HELE icon

Helen of Troy
HELE

Overview Fund Activity

308 hedge funds and large institutions have $4.87B invested in Helen of Troy in 2020 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 94 increasing their positions, 112 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
Holders Change
+39
Holders Change %
+14.5%
% of All Funds
6.23%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
60
Increased
94
Reduced
112
Closed
18
Calls
$22.1M
Puts
$15.8M
Net Calls
+$6.27M
Net Calls Change
-$2.16M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$232M
2
William Blair Investment Management
William Blair Investment Management
Illinois
$176M
3
Macquarie Group
Macquarie Group
Australia
$42.1M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$43.8M
5
EA
Emerald Advisers
Pennsylvania
$14.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$333M
2
CIP
Champlain Investment Partners
Vermont
$0
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$55.9M
4
Vanguard Group
Vanguard Group
Pennsylvania
$441M
5
BlackRock
BlackRock
New York
$548M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
276
Steward Partners Investment Advisory
New York
$44K +$15.7K +81 +55%
FHA
277
First Horizon Advisors
Tennessee
$41K +$10.6K +56 +35%
RFA
278
Reilly Financial Advisors
California
$39K – – –
UFF
279
USA Financial Formulas
Michigan
$28K +$28K +146 New
IA
280
IFP Advisors
Florida
$22K – – –
HNB
281
Huntington National Bank
Ohio
$22K +$786 +4 +4%
PA
282
Parallel Advisors
California
$21K – – –
Rockefeller Capital Management
283
Rockefeller Capital Management
New York
$19K +$3.2K +17 +20%
NNP
284
Nachman Norwood & Parrott
South Carolina
$19K +$19K +96 New
GWM
285
Geneos Wealth Management
Colorado
$18K – – –
Millennium Management
286
Millennium Management
New York
$17.3K +$10.2K +52,874 +146%
CIA
287
CSat Investment Advisory
Michigan
$17K +$2.64K +14 +18%
HIA
288
Harbor Investment Advisory
Maryland
$17K +$17K +90 New
PFSC
289
Peoples Financial Services Corp
Pennsylvania
$15K – – –
GAM
290
Gemmer Asset Management
California
$12K – – –
APA
291
American Portfolios Advisors
New York
$12K – – –
TWA
292
TCI Wealth Advisors
Arizona
$11K -$379 -2 -3%
ST
293
Smithfield Trust
Pennsylvania
$9K +$9K +45 New
FMII
294
Farmers & Merchants Investments Inc
Nebraska
$8K – – –
FHC
295
First Horizon Corporation
Tennessee
$6K +$6K +36 New
KFS
296
Kelly Financial Services
Massachusetts
$6K – – –
PWMG
297
Prestige Wealth Management Group
New Jersey
$5K – – –
GFPC
298
Global Financial Private Client
Florida
$4.19K – – –
CTC
299
Central Trust Company
Missouri
$4K -$2K -10 -33%
SL
300
Savior LLC
Massachusetts
$4K – – –
9 10 11
12
13