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Helen of Troy
HELE

Overview Fund Activity

308 hedge funds and large institutions have $4.87B invested in Helen of Troy in 2020 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 94 increasing their positions, 112 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
Holders Change
+39
Holders Change %
+14.5%
% of All Funds
6.23%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
60
Increased
94
Reduced
112
Closed
18
Calls
$22.1M
Puts
$15.8M
Net Calls
+$6.27M
Net Calls Change
-$2.16M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$232M
2
William Blair Investment Management
William Blair Investment Management
Illinois
$176M
3
Macquarie Group
Macquarie Group
Australia
$42.1M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$43.8M
5
EA
Emerald Advisers
Pennsylvania
$14.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$333M
2
CIP
Champlain Investment Partners
Vermont
$0
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$55.9M
4
Vanguard Group
Vanguard Group
Pennsylvania
$441M
5
BlackRock
BlackRock
New York
$548M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
301
AUA Capital Management
Pennsylvania
$4K +$4K +19 New
CFGS
302
Concourse Financial Group Securities
Alabama
$4K +$4K +23 New
CFD
303
Creative Financial Designs
Indiana
$3K – – –
AI
304
AdvisorShares Investments
Maryland
$1.26K +$259 +1,337 +26%
VCM
305
Versant Capital Management
Arizona
$1K – – –
S
306
SignatureFD
Georgia
$1K +$1K +5 New
WIM
307
Westside Investment Management
California
$19 – – –
CIP
308
Champlain Investment Partners
Vermont
– -$34.1M -181,003 Closed
ClearBridge Investments
309
ClearBridge Investments
New York
– -$12.1M -64,062 Closed
Point72 Asset Management
310
Point72 Asset Management
Connecticut
– -$1.73M -9,150 Closed
ZIM
311
Zacks Investment Management
Illinois
– -$421K -2,231 Closed
TCM
312
Teza Capital Management
Illinois
– -$366K -1,941 Closed
CCIA
313
Campbell & Co Investment Adviser
Maryland
– -$270K -1,430 Closed
BCM
314
Bayesian Capital Management
New York
– -$268K -1,422 Closed
SPC
315
Sigma Planning Corp
Michigan
– -$259K -1,375 Closed
PG
316
Pendal Group
Australia
– -$242K -1,285 Closed
MFG
317
Magnus Financial Group
New York
– -$239K -1,268 Closed
BOPW
318
Brandywine Oak Private Wealth
Pennsylvania
– -$212K -1,129 Closed
VHAM
319
Van Hulzen Asset Management
California
– -$213K -1,127 Closed
PAG
320
Private Advisor Group
New Jersey
– -$114K -605 Closed
PA
321
Procyon Advisors
Connecticut
– -$25K -135 Closed
GRP
322
Global Retirement Partners
California
– -$16K -83 Closed
QCG
323
Quadrant Capital Group
Ohio
– -$7K -38 Closed
SFG
324
Sowa Financial Group
Rhode Island
– -$4K -20 Closed
CI
325
CX Institutional
Indiana
– -$1K -7 Closed
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