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Helen of Troy
HELE

Overview Fund Activity

322 hedge funds and large institutions have $5.54B invested in Helen of Troy in 2021 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 89 increasing their positions, 144 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
+14
Holders Change %
+4.55%
% of All Funds
5.67%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
54
Increased
89
Reduced
144
Closed
39
Calls
$24.2M
Puts
$31.3M
Net Calls
-$7.1M
Net Calls Change
+$22.3M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$211M
2
Capital International Investors
Capital International Investors
California
$94.1M
3
CB
Cooke & Bieler
Pennsylvania
$197M
4
Goldman Sachs
Goldman Sachs
New York
$148M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$426M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$13.1M
2
State Street
State Street
Massachusetts
$157M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$368K
4
Bank of America
Bank of America
North Carolina
$45.1M
5
Invesco
Invesco
Georgia
$11.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCG
301
Private Capital Group
Connecticut
$9K – – –
KFS
302
Kelly Financial Services
Massachusetts
$6.53K – – –
PWMG
303
Prestige Wealth Management Group
New Jersey
$6K – – –
FPS
304
Fieldpoint Private Securities
Connecticut
$5K – – –
SC
305
Solstein Capital
California
$5K +$5K +24 New
GFPC
306
Global Financial Private Client
Florida
$4.47K – – –
SL
307
Savior LLC
Massachusetts
$4K – – –
ACM
308
AUA Capital Management
Pennsylvania
$3K -$1.5K -6 -33%
CFD
309
Creative Financial Designs
Indiana
$3K – – –
Jones Financial Companies
310
Jones Financial Companies
Missouri
$3K +$750 +3 +33%
SSB
311
Sandy Spring Bank
Maryland
$3K +$3K +16 New
CH
312
Canton Hathaway
Rhode Island
$3K +$3K +16 New
VCM
313
Versant Capital Management
Arizona
$2K – – –
MPWT
314
MassMutual Private Wealth & Trust
Connecticut
$2K +$2K +8 New
EW
315
Evoke Wealth
California
$2K +$2K +11 New
ACM
316
Allred Capital Management
Texas
$1.48K +$1.48K +7 New
Nisa Investment Advisors
317
Nisa Investment Advisors
Missouri
$1.4K -$42 -200 -3%
CAL
318
Capital Analysts LLC
Pennsylvania
$1K +$1K +4 New
WIM
319
Westside Investment Management
California
$12 -$4 -22 -27%
EA
320
Emerald Advisers
Pennsylvania
– -$16.5M -74,438 Closed
EMFAT
321
Emerald Mutual Fund Advisers Trust
Pennsylvania
– -$16.2M -73,116 Closed
Renaissance Technologies
322
Renaissance Technologies
New York
– -$6.74M -30,310 Closed
MAP
323
Moody Aldrich Partners
Massachusetts
– -$5.94M -26,719 Closed
Point72 Asset Management
324
Point72 Asset Management
Connecticut
– -$5.44M -24,503 Closed
CIP
325
Chartwell Investment Partners
Pennsylvania
– -$4.43M -19,957 Closed
11 12
13
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