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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.

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
1
Goldman Sachs
New York
$113M
2
Capital World Investors
2
Capital World Investors
California
$71.7M
3
Capital International Investors
3
Capital International Investors
California
$53.5M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$419M
5
Wells Fargo
5
Wells Fargo
California
$139M

Top Sellers

1
RCAMU
1
Rothschild & Co Asset Management US
Connecticut
$0
2
CB
2
Cooke & Bieler
Pennsylvania
$162M
3
Victory Capital Management
3
Victory Capital Management
Texas
$71.7M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$34.5M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$27.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Macquarie Group
26
Macquarie Group
Australia
$64.4M +$16.1M +72,334 +33%
Charles Schwab
27
Charles Schwab
California
$64.1M -$2.79M -12,562 -4%
Capital International Investors
28
Capital International Investors
California
$53.5M +$43.5M +195,618 +435%
Loomis, Sayles & Company
29
Loomis, Sayles & Company
Massachusetts
$44.3M +$5.14M +23,118 +13%
Brown Advisory
30
Brown Advisory
Maryland
$36.6M +$116K +524 +0.3%
Arrowstreet Capital
31
Arrowstreet Capital
Massachusetts
$34.5M -$15.9M -71,374 -32%
ACA
32
Anchor Capital Advisors
Massachusetts
$33.7M -$1.04M -4,693 -3%
Invesco
33
Invesco
Georgia
$33.5M +$3.91M +17,609 +13%
Aberdeen Group
34
Aberdeen Group
United Kingdom
$28.7M -$8.94M -40,211 -24%
Public Employees Retirement Association of Colorado
35
Public Employees Retirement Association of Colorado
Colorado
$27.3M -$122K -548 -0.4%
Wellington Management Group
36
Wellington Management Group
Massachusetts
$27.1M -$13.9M -62,709 -34%
Lazard Asset Management
37
Lazard Asset Management
New York
$26.8M +$1.34M +6,009 +5%
EAM
38
Eagle Asset Management
Florida
$26.8M -$4.58M -20,603 -15%
GKIM
39
GW&K Investment Management
Massachusetts
$25.5M -$8.68M -39,079 -25%
Nuveen Asset Management
40
Nuveen Asset Management
Illinois
$25.1M +$219K +986 +0.9%
WCM
41
Wedge Capital Management
North Carolina
$25.1M -$3.36M -15,125 -12%
VOYA Investment Management
42
VOYA Investment Management
Georgia
$24.9M -$5.56M -25,012 -18%
RI
43
Redwood Investments
Massachusetts
$23.5M -$3.23M -14,557 -12%
Robeco Institutional Asset Management
44
Robeco Institutional Asset Management
Netherlands
$22.3M -$2.19M -9,852 -9%
Fidelity International
45
Fidelity International
Bermuda
$20.9M +$20.9M +94,110 New
AllianceBernstein
46
AllianceBernstein
Tennessee
$18M -$185K -833 -1%
Principal Financial Group
47
Principal Financial Group
Iowa
$17.8M +$621K +2,793 +4%
Creative Planning
48
Creative Planning
Kansas
$17.6M +$1.33K +6 +0%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$17.4M +$66.7K +300 +0.4%
GT
50
Glenmede Trust
Pennsylvania
$17.2M -$892K -4,015 -5%
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