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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 %
Brown Advisory
26
Brown Advisory
Maryland
$38.5M 168,814 -2,040 -1%
ACA
27
Anchor Capital Advisors
Massachusetts
$35.3M 154,594 +1,518 +1%
Fidelity International
28
Fidelity International
Bermuda
$33.9M 148,487 +4,295 +3%
BTW
29
Boston Trust Walden
Massachusetts
$30.3M 132,720 +132,720 New
Goldman Sachs
30
Goldman Sachs
New York
$29.5M 129,273 -574,961 -82%
Norges Bank
31
Norges Bank
Norway
$28.5M 125,084 -112,484 -47%
Public Employees Retirement Association of Colorado
32
Public Employees Retirement Association of Colorado
Colorado
$28M 122,542 – –
Nuveen Asset Management
33
Nuveen Asset Management
Illinois
$26.9M 117,941 +6,528 +6%
GKIM
34
GW&K Investment Management
Massachusetts
$26.5M 115,972 +827 +0.7%
CCMLC
35
Cardinal Capital Management LLC (Connecticut)
Connecticut
$25.7M 112,693 -3,525 -3%
EAM
36
Eagle Asset Management
Florida
$25.6M 112,162 -6,675 -6%
Lazard Asset Management
37
Lazard Asset Management
New York
$24.8M 108,855 -19,095 -15%
Morgan Stanley
38
Morgan Stanley
New York
$24.4M 107,173 +10,397 +11%
Lord, Abbett & Co
39
Lord, Abbett & Co
New Jersey
$23.3M 102,178 -287,204 -74%
WCM
40
Wedge Capital Management
North Carolina
$21.1M 92,320 -7,365 -7%
SFM
41
Systematic Financial Management
New Jersey
$21M 91,901 +18,434 +25%
Principal Financial Group
42
Principal Financial Group
Iowa
$19.8M 86,981 -452 -0.5%
BCIM
43
British Columbia Investment Management
British Columbia, Canada
$18.7M 81,800 +2,000 +3%
WCM Investment Management
44
WCM Investment Management
California
$18.1M 79,497 +4,699 +6%
Creative Planning
45
Creative Planning
Kansas
$17.8M 77,934 -1,237 -2%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$16.4M 71,932 -1,251 -2%
Retirement Systems of Alabama
47
Retirement Systems of Alabama
Alabama
$16.4M 71,852 +10 +0%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$14.3M 62,805 -7,050 -10%
AllianceBernstein
49
AllianceBernstein
Tennessee
$14.2M 62,397 -665 -1%
Ameriprise
50
Ameriprise
Minnesota
$14.1M 61,722 -456 -0.7%
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