HELE icon

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 %
AACP
326
Advantage Alpha Capital Partners
California
– -$3.3M -14,866 Closed
MSA
327
Mason Street Advisors
Wisconsin
– -$3.01M -13,540 Closed
QIM
328
Quantitative Investment Management
Virginia
– -$1.39M -6,234 Closed
Schroder Investment Management Group
329
Schroder Investment Management Group
United Kingdom
– -$1.35M -6,096 Closed
MC
330
Maverick Capital
Texas
– -$1.29M -5,802 Closed
NAM
331
NorthCoast Asset Management
Connecticut
– -$1.09M -4,921 Closed
VF
332
Virtu Financial
New York
– -$869K -3,911 Closed
GCP
333
GSA Capital Partners
United Kingdom
– -$781K -3,514 Closed
Qube Research & Technologies (QRT)
334
Qube Research & Technologies (QRT)
United Kingdom
– -$760K -3,420 Closed
Truist Financial
335
Truist Financial
North Carolina
– -$586K -2,634 Closed
BCM
336
Bayesian Capital Management
New York
– -$560K -2,522 Closed
RWA
337
RGT Wealth Advisors
Texas
– -$444K -2,000 Closed
QC
338
Quadrature Capital
United Kingdom
– -$378K -1,700 Closed
RJFSA
339
Raymond James Financial Services Advisors
Florida
– -$360K -1,621 Closed
YIH
340
Y-Intercept (HK)
Hong Kong
– -$331K -1,480 Closed
LNWWM
341
Laird Norton Wetherby Wealth Management
California
– -$288K -1,298 Closed
B
342
Bailard
California
– -$232K -1,046 Closed
WAM
343
World Asset Management
Michigan
– -$220K -989 Closed
CIBC World Market
344
CIBC World Market
Ontario, Canada
– -$216K -972 Closed
CI
345
Cigna Investments
Connecticut
– -$212K -953 Closed
Cetera Investment Advisers
346
Cetera Investment Advisers
Illinois
– -$200K -901 Closed
FMT
347
First Mercantile Trust
Tennessee
– -$66K -298 Closed
PWPS
348
Pinnacle Wealth Planning Services
Ohio
– -$49K -219 Closed
Canada Pension Plan Investment Board
349
Canada Pension Plan Investment Board
Ontario, Canada
– -$48K -218 Closed
QT
350
Quantbot Technologies
New York
– -$44K -200 Closed
11 12 13
14
15