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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 %
ETC
326
Exchange Traded Concepts
Oklahoma
– -$570K -2,945 Closed
Two Sigma Investments
327
Two Sigma Investments
New York
– -$543K -2,805 Closed
SEC
328
Seven Eight Capital
New York
– -$445K -2,300 Closed
CCI
329
Columbus Circle Investors
– -$442K -2,285 Closed
P
330
Pitcairn
Pennsylvania
– -$366K -1,890 Closed
Public Sector Pension Investment Board (PSP Investments)
331
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
– -$348K -1,797 Closed
WCM
332
Weld Capital Management
New York
– -$321K -1,657 Closed
QT
333
Quantamental Technologies
New York
– -$310K -1,600 Closed
MF
334
Magnetar Financial
Illinois
– -$263K -1,357 Closed
Acadian Asset Management
335
Acadian Asset Management
Massachusetts
– -$256K -1,321 Closed
EVM
336
Eaton Vance Management
Massachusetts
– -$228K -1,176 Closed
PTC
337
Petrus Trust Company
Texas
– -$213K -1,103 Closed
OAM
338
Oberweis Asset Management
Illinois
– -$213K -1,100 Closed
SL
339
Stevard LLC
Illinois
– -$211K -1,090 Closed
CC
340
Centiva Capital
New York
– -$201K -1,040 Closed
PI
341
PEAK6 Investments
Illinois
– -$187K -967 Closed
AIM
342
Aigen Investment Management
New York
– -$184K -952 Closed
FHA
343
Flagship Harbor Advisors
Massachusetts
– -$170K -883 Closed
FC
344
FORA Capital
Florida
– -$128K -660 Closed
Simplex Trading
345
Simplex Trading
Illinois
– -$54K -281 Closed
UFF
346
USA Financial Formulas
Michigan
– -$28K -146 Closed
HNB
347
Huntington National Bank
Ohio
– -$22K -112 Closed
NNP
348
Nachman Norwood & Parrott
South Carolina
– -$19K -96 Closed
CIA
349
CSat Investment Advisory
Michigan
– -$17K -90 Closed
FMII
350
Farmers & Merchants Investments Inc
Nebraska
– -$8K -41 Closed
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