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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
1
Wells Fargo
California
$211M
2
Capital International Investors
2
Capital International Investors
California
$94.1M
3
CB
3
Cooke & Bieler
Pennsylvania
$197M
4
Goldman Sachs
4
Goldman Sachs
New York
$148M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$426M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$13.1M
2
State Street
2
State Street
Massachusetts
$157M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$368K
4
Bank of America
4
Bank of America
North Carolina
$45.1M
5
Invesco
5
Invesco
Georgia
$11.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fuller & Thaler Asset Management
26
Fuller & Thaler Asset Management
California
$48.6M -$14.1M -66,705 -22%
Bank of America
27
Bank of America
North Carolina
$45.1M -$22M -104,366 -33%
Loomis, Sayles & Company
28
Loomis, Sayles & Company
Massachusetts
$39.2M -$2.82M -13,403 -7%
Brown Advisory
29
Brown Advisory
Maryland
$36M +$1.28M +6,082 +4%
ACA
30
Anchor Capital Advisors
Massachusetts
$32.2M +$338K +1,606 +1%
Arrowstreet Capital
31
Arrowstreet Capital
Massachusetts
$32.2M -$488K -2,316 -1%
Fidelity International
32
Fidelity International
Bermuda
$30.4M +$10.6M +50,082 +53%
Aberdeen Group
33
Aberdeen Group
United Kingdom
$27.2M -$58K -275 -0.2%
Lazard Asset Management
34
Lazard Asset Management
New York
$27M +$1.51M +7,188 +6%
Public Employees Retirement Association of Colorado
35
Public Employees Retirement Association of Colorado
Colorado
$25.8M -$29.1K -138 -0.1%
EAM
36
Eagle Asset Management
Florida
$25.3M -$398K -1,870 -2%
CCMLC
37
Cardinal Capital Management LLC (Connecticut)
Connecticut
$24.5M +$10.4M +49,505 +74%
GKIM
38
GW&K Investment Management
Massachusetts
$24.3M +$51.8K +246 +0.2%
Nuveen Asset Management
39
Nuveen Asset Management
Illinois
$23.5M -$325K -1,544 -1%
WCM
40
Wedge Capital Management
North Carolina
$21M -$2.75M -13,070 -12%
Morgan Stanley
41
Morgan Stanley
New York
$20.4M +$4.2M +19,930 +26%
CCMG
42
Clark Capital Management Group
Pennsylvania
$19.1M +$16.6M +78,920 +676%
Principal Financial Group
43
Principal Financial Group
Iowa
$18.4M +$1.57M +7,447 +9%
BCIM
44
British Columbia Investment Management
British Columbia, Canada
$16.8M +$3.67M +17,400 +28%
Creative Planning
45
Creative Planning
Kansas
$16.7M +$11K +52 +0.1%
WCM Investment Management
46
WCM Investment Management
California
$15.8M +$2.96M +14,054 +23%
SFM
47
Systematic Financial Management
New Jersey
$15.5M -$436K -2,069 -3%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$15.4M -$1.04M -4,952 -6%
Retirement Systems of Alabama
49
Retirement Systems of Alabama
Alabama
$15.1M -$254K -1,204 -2%
RI
50
Redwood Investments
Massachusetts
$15.1M -$7.16M -33,981 -32%
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