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Helen of Troy
HELE

Overview Fund Activity

279 hedge funds and large institutions have $5.74B invested in Helen of Troy in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 79 increasing their positions, 122 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
-7
Holders Change %
-2.45%
% of All Funds
4.9%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
26
Increased
79
Reduced
122
Closed
31
Calls
$31.3M
Puts
$26.9M
Net Calls
+$4.47M
Net Calls Change
-$5.82M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$120M
2
Capital International Investors
2
Capital International Investors
California
$231M
3
CB
3
Cooke & Bieler
Pennsylvania
$304M
4
Wells Fargo
4
Wells Fargo
California
$260M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$14.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$288M
2
BlackRock
2
BlackRock
New York
$574M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$483M
4
RI
4
Redwood Investments
Massachusetts
$0
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BIA
276
Bell Investment Advisors
California
$1K +$1K +6 New
APA
277
American Portfolios Advisors
New York
$899 -$3.37K -15 -79%
WIM
278
Westside Investment Management
California
$13 – – –
RI
279
Redwood Investments
Massachusetts
– -$11M -48,368 Closed
Arrowstreet Capital
280
Arrowstreet Capital
Massachusetts
– -$10.8M -47,338 Closed
Swedbank
281
Swedbank
Sweden
– -$5.93M -26,000 Closed
EIP
282
Epoch Investment Partners
New York
– -$5.31M -23,262 Closed
MWNA
283
Marshall Wace North America
New York
– -$3.85M -16,870 Closed
KOCAA
284
Knights of Columbus Asset Advisors
Connecticut
– -$2.85M -12,497 Closed
AMI
285
Amica Mutual Insurance
Rhode Island
– -$2.75M -12,042 Closed
NIPH
286
NN Investment Partners Holdings
Netherlands
– -$1.55M -6,800 Closed
AG
287
Algert Global
California
– -$1.42M -6,240 Closed
Susquehanna International Group
288
Susquehanna International Group
Pennsylvania
– -$1.13M -4,956 Closed
ZCM
289
Zebra Capital Management
Connecticut
– -$1.06M -4,647 Closed
OAM
290
Origin Asset Management
United Kingdom
– -$868K -4,000 Closed
DCM
291
Dupont Capital Management
Delaware
– -$778K -3,412 Closed
SEC
292
Seven Eight Capital
New York
– -$570K -2,500 Closed
SSA
293
Schonfeld Strategic Advisors
New York
– -$457K -2,000 Closed
WG
294
Winton Group
United Kingdom
– -$429K -1,882 Closed
ARMT
295
Amica Retiree Medical Trust
Rhode Island
– -$410K -1,797 Closed
CC
296
Centiva Capital
New York
– -$354K -1,554 Closed
AA
297
ALPS Advisors
Colorado
– -$333K -1,458 Closed
OTPPB
298
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$316K -1,384 Closed
Robeco Institutional Asset Management
299
Robeco Institutional Asset Management
Netherlands
– -$304K -1,332 Closed
AF
300
Advisornet Financial
Minnesota
– -$271K -1,190 Closed
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