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Helen of Troy
HELE

Overview Fund Activity

262 hedge funds and large institutions have $3.64B invested in Helen of Troy in 2020 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 87 increasing their positions, 90 reducing their positions, and 52 closing their positions.

Holders
262
Holders Change
-10
Holders Change %
-3.68%
% of All Funds
5.79%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
45
Increased
87
Reduced
90
Closed
52
Calls
$18.2M
Puts
$12M
Net Calls
+$6.22M
Net Calls Change
+$3.77M

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$142M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$72.3M
3
Goldman Sachs
3
Goldman Sachs
New York
$37.9M
4
Brown Advisory
4
Brown Advisory
Maryland
$22.6M
5
Robeco Institutional Asset Management
5
Robeco Institutional Asset Management
Netherlands
$22.2M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$328M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$0
3
Invesco
3
Invesco
Georgia
$9.57M
4
Stifel Financial
4
Stifel Financial
Missouri
$1.28M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IFAM
301
Institutional & Family Asset Management
Colorado
– – -294 Closed
VCM
302
Vigilant Capital Management
Maine
– – -243 Closed
FL
303
Fort LP
Maryland
– – -208 Closed
NFG
304
Next Financial Group
Texas
– – -138 Closed
PHK
305
Point72 Hong Kong
Hong Kong
– – -90 Closed
HR
306
Howe & Rusling
New York
– – -75 Closed
OSAM
307
O'Shaughnessy Asset Management
Connecticut
$0 2 -62 -97%
TRCT
308
Tower Research Capital (TRC)
New York
– – -27 Closed
ST
309
Smithfield Trust
Pennsylvania
– – -25 Closed
ACM
310
Allred Capital Management
Texas
– – -15 Closed
HGWM
311
Harvest Group Wealth Management
Massachusetts
$0 2 -14 -88%
TFO
312
Tarbox Family Office
California
– – -9 Closed
OPS
313
Orion Portfolio Solutions
Nebraska
– – -2 Closed
FGAM
314
Financial Gravity Asset Management
Texas
– – -1 Closed
D.E. Shaw & Co
315
D.E. Shaw & Co
New York
– – – –
Walleye Capital
316
Walleye Capital
New York
– – – –
CG
317
Cutler Group
California
– – – –
EAM
318
Erste Asset Management
Austria
– – – –
CAM
319
CenterStar Asset Management
Illinois
– – – –
Capital Fund Management (CFM)
320
Capital Fund Management (CFM)
France
– – – –
9 10 11 12
13