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Helen of Troy
HELE

Overview Fund Activity

262 hedge funds and large institutions have $3.64B invested in Helen of Troy in 2020 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 87 increasing their positions, 90 reducing their positions, and 52 closing their positions.

Holders
262
Holders Change
-10
Holders Change %
-3.68%
% of All Funds
5.79%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
45
Increased
87
Reduced
90
Closed
52
Calls
$18.2M
Puts
$12M
Net Calls
+$6.22M
Net Calls Change
+$3.77M

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$142M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$72.3M
3
Goldman Sachs
3
Goldman Sachs
New York
$37.9M
4
Brown Advisory
4
Brown Advisory
Maryland
$22.6M
5
Robeco Institutional Asset Management
5
Robeco Institutional Asset Management
Netherlands
$22.2M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$328M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$0
3
Invesco
3
Invesco
Georgia
$9.57M
4
Stifel Financial
4
Stifel Financial
Missouri
$1.28M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RCAMU
26
Rothschild & Co Asset Management US
Connecticut
$28.9M 200,901 -5,790 -3%
ACA
27
Anchor Capital Advisors
Massachusetts
$28.7M 199,313 -3,578 -2%
Aberdeen Group
28
Aberdeen Group
United Kingdom
$27.5M 190,695 -33,718 -15%
Arrowstreet Capital
29
Arrowstreet Capital
Massachusetts
$26.6M 184,990 -86,301 -32%
Lord, Abbett & Co
30
Lord, Abbett & Co
New Jersey
$25.8M 179,364 +100,616 +128%
Loomis, Sayles & Company
31
Loomis, Sayles & Company
Massachusetts
$22.8M 158,098 +88,346 +127%
Brown Advisory
32
Brown Advisory
Maryland
$22.6M 157,182 +157,182 New
GKIM
33
GW&K Investment Management
Massachusetts
$22.4M 155,318 +31,025 +25%
Robeco Institutional Asset Management
34
Robeco Institutional Asset Management
Netherlands
$22.2M 154,271 +111,271 +259%
EAM
35
Eagle Asset Management
Florida
$21.3M 147,672 +34,488 +30%
GT
36
Glenmede Trust
Pennsylvania
$20.8M 115,525 – –
PP
37
Prudential plc
United Kingdom
$17.9M 124,300 -27,300 -18%
Public Employees Retirement Association of Colorado
38
Public Employees Retirement Association of Colorado
Colorado
$17.5M 121,563 -523 -0.4%
Nuveen Asset Management
39
Nuveen Asset Management
Illinois
$16.9M 117,294 +4,121 +4%
SFM
40
Systematic Financial Management
New Jersey
$16M 111,045 -8,143 -7%
EIP
41
Epoch Investment Partners
New York
$14.9M 103,559 +58,395 +129%
AllianceBernstein
42
AllianceBernstein
Tennessee
$12.5M 86,520 -155 -0.2%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$12M 83,318 -980 -1%
Bessemer Group
44
Bessemer Group
New Jersey
$12M 83,163 +51,485 +163%
HAM
45
Hillcrest Asset Management
Texas
$11.6M 80,549 +80,549 New
RI
46
Redwood Investments
Massachusetts
$11.4M 79,104 +79,104 New
Creative Planning
47
Creative Planning
Kansas
$11.4M 78,810 +87 +0.1%
Principal Financial Group
48
Principal Financial Group
Iowa
$11.2M 78,045 -32,514 -29%
Retirement Systems of Alabama
49
Retirement Systems of Alabama
Alabama
$10.5M 72,768 +40,000 +122%
WCM
50
Wedge Capital Management
North Carolina
$10.4M 72,245 +72,245 New
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