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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.

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 Market Value Shares Shares
Change 		Shares
Change %
SGA
326
Strategic Global Advisors
California
– – -1,089 Closed
MAP
327
Milestone Advisory Partners
North Carolina
– – -1,073 Closed
RA
328
Royce & Associates
New York
– – -1,000 Closed
SWA
329
SOA Wealth Advisors
New York
– – -1,000 Closed
GWSG
330
GPS Wealth Strategies Group
Colorado
– – -914 Closed
AAM
331
Advisors Asset Management
Colorado
– – -699 Closed
FF
332
FourThought Financial
Florida
– – -689 Closed
AIC
333
Ameritas Investment Company
Nebraska
– – -486 Closed
PHK
334
Point72 Hong Kong
Hong Kong
– – -384 Closed
RWB
335
RMR Wealth Builders
New Jersey
– – -200 Closed
CH
336
Canton Hathaway
Rhode Island
– – -16 Closed
ACM
337
Allred Capital Management
Texas
– – -7 Closed
CFA
338
Carroll Financial Associates
North Carolina
– – -1 Closed
BBHC
339
Brown Brothers Harriman & Co
New York
$0 2 – –
EAM
340
Erste Asset Management
Austria
– – – –
AWA
341
Arkadios Wealth Advisors
Georgia
– – – –
Walleye Trading
342
Walleye Trading
New York
– – – –
PI
343
PEAK6 Investments
Illinois
– – – –
HT
344
HAP Trading
New York
– – – –
Group One Trading
345
Group One Trading
Illinois
– – – –
10 11 12 13
14