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Helen of Troy

322 hedge funds and large institutions have $5.54B invested in Helen of Troy in 2021 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 89 increasing their positions, 144 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
+14
Holders Change %
+4.55%
% of All Funds
5.67%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
54
Increased
89
Reduced
144
Closed
39
Calls
$24.2M
Puts
$31.3M
Net Calls
-$7.1M
Net Calls Change
+$22.3M
Name Holding Trade Value Shares
Change
Shares
Change %
VI
276
Vestcor Inc
New Brunswick, Canada
$84K
SPIA
277
Steward Partners Investment Advisory
New York
$81.5K +$25.7K +122 +46%
PHK
278
Point72 Hong Kong
Hong Kong
$81K -$54.6K -259 -40%
MAM
279
Meeder Asset Management
Ohio
$69K +$69K +329 New
Fifth Third Bancorp
280
Fifth Third Bancorp
Ohio
$53K -$12.4K -59 -19%
HI
281
Harbour Investments
Wisconsin
$44K +$44K +207 New
RFA
282
Reilly Financial Advisors
California
$42K
RWB
283
RMR Wealth Builders
New Jersey
$42K +$42K +200 New
Bessemer Group
284
Bessemer Group
New Jersey
$38K -$93.9K -440 -71%
HIA
285
Harbor Investment Advisory
Maryland
$36K
FHA
286
First Horizon Advisors
Tennessee
$35K -$3.52K -17 -9%
AssetMark Inc
287
AssetMark Inc
California
$35K -$625 -3 -2%
VanEck Associates
288
VanEck Associates
New York
$31K +$31K +149 New
GWM
289
Geneos Wealth Management
Colorado
$24K
PA
290
Parallel Advisors
California
$23K
APA
291
American Portfolios Advisors
New York
$22.8K +$11.6K +55 +104%
EVM
292
Eaton Vance Management
Massachusetts
$22K +$22K +104 New
IA
293
IFP Advisors
Florida
$21K
TWA
294
TCI Wealth Advisors
Arizona
$20K +$8.04K +39 +67%
CFGS
295
Concourse Financial Group Securities
Alabama
$19K +$14.1K +66 +287%
Rockefeller Capital Management
296
Rockefeller Capital Management
New York
$15K -$12.7K -61 -46%
GAM
297
Gemmer Asset Management
California
$13K
AIG
298
American International Group
New York
$12.3K -$412 -1,954 -3%
OSAM
299
O'Shaughnessy Asset Management
Connecticut
$12K +$421 +2 +4%
ST
300
Smithfield Trust
Pennsylvania
$9K