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Helen of Troy
HELE

Overview Fund Activity

308 hedge funds and large institutions have $5.76B invested in Helen of Troy in 2020 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 101 increasing their positions, 126 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
Holders Change
–
Holders Change %
0%
% of All Funds
5.46%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
46
Increased
101
Reduced
126
Closed
46
Calls
$28.7M
Puts
$58.1M
Net Calls
-$29.4M
Net Calls Change
-$35.7M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$113M
2
Capital World Investors
Capital World Investors
California
$71.7M
3
Capital International Investors
Capital International Investors
California
$53.5M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$419M
5
Wells Fargo
Wells Fargo
California
$139M

Top Sellers

1
RCAMU
Rothschild & Co Asset Management US
Connecticut
$0
2
CB
Cooke & Bieler
Pennsylvania
$162M
3
Victory Capital Management
Victory Capital Management
Texas
$71.7M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$34.5M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$27.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFD
301
Creative Financial Designs
Indiana
$4K – – –
SL
302
Savior LLC
Massachusetts
$4K – – –
AWG
303
Altus Wealth Group
Colorado
$4K +$4K +19 New
Jones Financial Companies
304
Jones Financial Companies
Missouri
$2K +$2K +9 New
VCM
305
Versant Capital Management
Arizona
$1K – – –
TF
306
Tompkins Financial
New York
$1K +$1K +5 New
WIM
307
Westside Investment Management
California
$18 -$4 -20 -19%
RCAMU
308
Rothschild & Co Asset Management US
Connecticut
– -$25.4M -131,237 Closed
Millennium Management
309
Millennium Management
New York
– -$17.3K -89,213 Closed
CM
310
Castleark Management
Illinois
– -$12.5M -64,566 Closed
IECM
311
Intrinsic Edge Capital Management
Illinois
– -$9.5M -49,077 Closed
PC
312
Pier Capital
Connecticut
– -$6.95M -35,894 Closed
Capital Fund Management (CFM)
313
Capital Fund Management (CFM)
France
– -$4.16M -21,501 Closed
Marshall Wace
314
Marshall Wace
United Kingdom
– -$3.5M -18,077 Closed
Squarepoint
315
Squarepoint
New York
– -$2.74M -14,174 Closed
Balyasny Asset Management
316
Balyasny Asset Management
Illinois
– -$1.96M -10,138 Closed
DIA
317
Dana Investment Advisors
Wisconsin
– -$1.61M -8,299 Closed
PP
318
Paloma Partners
Connecticut
– -$1.6M -8,287 Closed
DWA
319
Dorsey Wright & Associates
California
– -$1.26M -6,497 Closed
AI
320
AdvisorShares Investments
Maryland
– -$1.26K -6,497 Closed
Voloridge Investment Management
321
Voloridge Investment Management
Florida
– -$1.21M -6,258 Closed
HIM
322
Hillsdale Investment Management
Ontario, Canada
– -$851K -4,400 Closed
SM
323
Sciencast Management
New Jersey
– -$608K -3,050 Closed
PAMP
324
Polar Asset Management Partners
Ontario, Canada
– -$583K -3,014 Closed
TC
325
TwinBeech Capital
New York
– -$571K -2,949 Closed
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