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Helen of Troy
HELE

Overview Fund Activity

308 hedge funds and large institutions have $5.76B invested in Helen of Troy in 2020 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 101 increasing their positions, 126 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
Holders Change
–
Holders Change %
0%
% of All Funds
5.46%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
46
Increased
101
Reduced
126
Closed
46
Calls
$28.7M
Puts
$58.1M
Net Calls
-$29.4M
Net Calls Change
-$35.7M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$113M
2
Capital World Investors
Capital World Investors
California
$71.7M
3
Capital International Investors
Capital International Investors
California
$53.5M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$419M
5
Wells Fargo
Wells Fargo
California
$139M

Top Sellers

1
RCAMU
Rothschild & Co Asset Management US
Connecticut
$0
2
CB
Cooke & Bieler
Pennsylvania
$162M
3
Victory Capital Management
Victory Capital Management
Texas
$71.7M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$34.5M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$27.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
276
First Horizon Advisors
Tennessee
$41K -$6.83K -31 -14%
EI
277
Ellevest Inc
New York
$40K +$40K +180 New
AssetMark Inc
278
AssetMark Inc
California
$38K -$13.3K -60 -26%
HIA
279
Harbor Investment Advisory
Maryland
$38K +$18K +81 +90%
HFM
280
Harvest Fund Management
China
$30K -$19.1K -88 -39%
Rockefeller Capital Management
281
Rockefeller Capital Management
New York
$29K +$6.98K +32 +32%
CAAS
282
Capital Asset Advisory Services
Michigan
$27K +$27K +121 New
PA
283
Parallel Advisors
California
$24K – – –
IA
284
IFP Advisors
Florida
$22K -$3.3K -15 -13%
GWM
285
Geneos Wealth Management
Colorado
$21K +$2.74K +15 +15%
VCG
286
Vantage Consulting Group
Virginia
$21K +$21K +93 New
PFSC
287
Peoples Financial Services Corp
Pennsylvania
$17K – – –
AIG
288
American International Group
New York
$13.4K -$242 -1,089 -2%
TWA
289
TCI Wealth Advisors
Arizona
$13K – – –
GAM
290
Gemmer Asset Management
California
$13K – – –
OSAM
291
O'Shaughnessy Asset Management
Connecticut
$12K -$195K -895 -94%
APA
292
American Portfolios Advisors
New York
$11.8K -$2K -9 -15%
ST
293
Smithfield Trust
Pennsylvania
$10K – – –
PCG
294
Private Capital Group
Connecticut
$9K -$41.3K -188 -82%
KFS
295
Kelly Financial Services
Massachusetts
$6.89K – – –
PWMG
296
Prestige Wealth Management Group
New Jersey
$6K – – –
FPS
297
Fieldpoint Private Securities
Connecticut
$6K +$6K +25 New
CFGS
298
Concourse Financial Group Securities
Alabama
$5K – – –
GFPC
299
Global Financial Private Client
Florida
$4.67K – – –
ACM
300
AUA Capital Management
Pennsylvania
$4K -$222 -1 -5%
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