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Helen of Troy
HELE

Overview Fund Activity

286 hedge funds and large institutions have $5.71B invested in Helen of Troy in 2021 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 84 increasing their positions, 134 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
-36
Holders Change %
-11.18%
% of All Funds
4.99%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
18
Increased
84
Reduced
134
Closed
53
Calls
$31.2M
Puts
$20.9M
Net Calls
+$10.3M
Net Calls Change
+$17.4M

Top Buyers

1
CB
1
Cooke & Bieler
Pennsylvania
$272M
2
Capital International Investors
2
Capital International Investors
California
$157M
3
Capital World Investors
3
Capital World Investors
California
$155M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$504M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$330M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$29.5M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$23.3M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$66.6M
4
BlackRock
4
BlackRock
New York
$601M
5
William Blair Investment Management
5
William Blair Investment Management
Illinois
$176M
Name Holding Trade Value Shares
Change 		Shares
Change %
SL
276
Savior LLC
Massachusetts
$4K – – –
EW
277
Evoke Wealth
California
$3K – – –
Jones Financial Companies
278
Jones Financial Companies
Missouri
$3K – – –
ACM
279
AUA Capital Management
Pennsylvania
$3K – – –
VCM
280
Versant Capital Management
Arizona
$2K – – –
Nisa Investment Advisors
281
Nisa Investment Advisors
Missouri
$1.51K – – –
CAL
282
Capital Analysts LLC
Pennsylvania
$1K – – –
FMP
283
Financial Management Professionals
Texas
$1K +$1K +5 New
WIM
284
Westside Investment Management
California
$13 – – –
Aberdeen Group
285
Aberdeen Group
United Kingdom
– -$27.2M -129,070 Closed
CCMG
286
Clark Capital Management Group
Pennsylvania
– -$19.1M -90,590 Closed
HAM
287
Hillcrest Asset Management
Texas
– -$13.4M -63,435 Closed
CCM
288
CAAS Capital Management
New York
– -$9.94M -47,191 Closed
PP
289
Prudential plc
United Kingdom
– -$8.17M -38,775 Closed
SBH
290
Segall Bryant & Hamill
Illinois
– -$7.9M -37,497 Closed
Axa
291
Axa
France
– -$6.15M -29,200 Closed
Los Angeles Capital Management
292
Los Angeles Capital Management
California
– -$4.99M -23,679 Closed
Skandinaviska Enskilda Banken (SEB)
293
Skandinaviska Enskilda Banken (SEB)
Sweden
– -$4.3M -20,400 Closed
Citadel Advisors
294
Citadel Advisors
Florida
– -$3.5M -16,604 Closed
Two Sigma Investments
295
Two Sigma Investments
New York
– -$3.41M -16,174 Closed
Tudor Investment Corp
296
Tudor Investment Corp
Connecticut
– -$2.34M -11,125 Closed
DDPIC
297
Deroy & Devereaux Private Investment Counsel
Michigan
– -$2.11M -10,015 Closed
FP
298
Foundry Partners
Minnesota
– -$1.92M -9,128 Closed
DA
299
Duality Advisers
Florida
– -$1.72M -8,152 Closed
AC
300
Athanor Capital
New York
– -$1.51M -7,180 Closed
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