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Helen of Troy
HELE

Overview Fund Activity

286 hedge funds and large institutions have $5.71B invested in Helen of Troy in 2021 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 84 increasing their positions, 134 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
-36
Holders Change %
-11.18%
% of All Funds
4.99%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
18
Increased
84
Reduced
134
Closed
53
Calls
$31.2M
Puts
$20.9M
Net Calls
+$10.3M
Net Calls Change
+$17.4M

Top Buyers

1
CB
1
Cooke & Bieler
Pennsylvania
$272M
2
Capital International Investors
2
Capital International Investors
California
$157M
3
Capital World Investors
3
Capital World Investors
California
$155M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$504M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$330M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$29.5M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$23.3M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$66.6M
4
BlackRock
4
BlackRock
New York
$601M
5
William Blair Investment Management
5
William Blair Investment Management
Illinois
$176M
Name Holding Trade Value Shares
Change 		Shares
Change %
DTL
301
Dynamic Technology Lab
Singapore
– -$1.08M -5,128 Closed
RG
302
Renaissance Group
Kentucky
– -$941K -4,465 Closed
ECM
303
ExodusPoint Capital Management
New York
– -$785K -3,727 Closed
SM
304
Sciencast Management
New Jersey
– -$744K -3,395 Closed
PP
305
Paloma Partners
Connecticut
– -$700K -3,325 Closed
EGM
306
Engineers Gate Manager
New York
– -$643K -3,051 Closed
OC
307
Oppenheimer & Co
New York
– -$557K -2,644 Closed
CWM
308
CIBC World Markets
New York
– -$552K -2,620 Closed
TC
309
TwinBeech Capital
New York
– -$516K -2,449 Closed
BAM
310
Blueshift Asset Management
New Jersey
– -$499K -2,371 Closed
TI
311
Trexquant Investment
Connecticut
– -$477K -2,266 Closed
MF
312
Magnetar Financial
Illinois
– -$452K -2,146 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
313
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$422K -2,002 Closed
AIM
314
Aigen Investment Management
New York
– -$381K -1,807 Closed
Wellington Management Group
315
Wellington Management Group
Massachusetts
– -$368K -1,745 Closed
XT
316
XTX Topco
Cayman Islands
– -$358K -1,700 Closed
D.E. Shaw & Co
317
D.E. Shaw & Co
New York
– -$336K -1,597 Closed
MHS
318
M Holdings Securities
Oregon
– -$321K -1,525 Closed
LIA
319
LS Investment Advisors
Michigan
– -$314K -1,489 Closed
PCM
320
Prelude Capital Management
New York
– -$303K -1,436 Closed
Verition Fund Management
321
Verition Fund Management
Connecticut
– -$298K -1,414 Closed
Allianz Asset Management
322
Allianz Asset Management
Germany
– -$255K -1,210 Closed
BOPW
323
Brandywine Oak Private Wealth
Pennsylvania
– -$235K -1,118 Closed
PRC
324
Pearl River Capital
Michigan
– -$230K -1,094 Closed
SGA
325
Strategic Global Advisors
California
– -$229K -1,089 Closed
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