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Helen of Troy
HELE

Overview Fund Activity

279 hedge funds and large institutions have $5.74B invested in Helen of Troy in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 79 increasing their positions, 122 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
-7
Holders Change %
-2.45%
% of All Funds
4.9%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
26
Increased
79
Reduced
122
Closed
31
Calls
$31.3M
Puts
$26.9M
Net Calls
+$4.47M
Net Calls Change
-$5.82M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$120M
2
Capital International Investors
2
Capital International Investors
California
$231M
3
CB
3
Cooke & Bieler
Pennsylvania
$304M
4
Wells Fargo
4
Wells Fargo
California
$260M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$14.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$288M
2
BlackRock
2
BlackRock
New York
$574M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$483M
4
RI
4
Redwood Investments
Massachusetts
$0
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$39.4M +$577K +2,566 +1%
ACA
27
Anchor Capital Advisors
Massachusetts
$34.3M -$439K -1,953 -1%
Fidelity International
28
Fidelity International
Bermuda
$33.4M – – –
Lord, Abbett & Co
29
Lord, Abbett & Co
New Jersey
$31.9M +$8.96M +39,865 +39%
BTW
30
Boston Trust Walden
Massachusetts
$30.4M +$597K +2,656 +2%
Norges Bank
31
Norges Bank
Norway
$29M +$861K +3,830 +3%
Brown Advisory
32
Brown Advisory
Maryland
$28.2M -$9.72M -43,257 -26%
Goldman Sachs
33
Goldman Sachs
New York
$27.4M -$1.65M -7,324 -6%
Public Employees Retirement Association of Colorado
34
Public Employees Retirement Association of Colorado
Colorado
$26.6M -$915K -4,074 -3%
GKIM
35
GW&K Investment Management
Massachusetts
$26M -$82.9K -369 -0.3%
CCMLC
36
Cardinal Capital Management LLC (Connecticut)
Connecticut
$24.8M -$480K -2,137 -2%
Nuveen Asset Management
37
Nuveen Asset Management
Illinois
$22.5M -$3.98M -17,714 -15%
Morgan Stanley
38
Morgan Stanley
New York
$22.3M -$1.79M -7,946 -7%
SFM
39
Systematic Financial Management
New Jersey
$20.2M -$416K -1,851 -2%
WCM
40
Wedge Capital Management
North Carolina
$19.8M -$992K -4,413 -5%
Lazard Asset Management
41
Lazard Asset Management
New York
$19.6M -$4.84M -21,542 -20%
Principal Financial Group
42
Principal Financial Group
Iowa
$19.4M -$110K -489 -0.6%
Creative Planning
43
Creative Planning
Kansas
$17.8M +$257K +1,143 +1%
BCIM
44
British Columbia Investment Management
British Columbia, Canada
$16.5M -$1.86M -8,300 -10%
Retirement Systems of Alabama
45
Retirement Systems of Alabama
Alabama
$16.5M +$348K +1,551 +2%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$16.1M -$19.8K -88 -0.1%
EAM
47
Eagle Asset Management
Florida
$15.8M -$9.41M -41,864 -37%
Invesco
48
Invesco
Georgia
$15.5M +$1.68M +7,457 +12%
Balyasny Asset Management
49
Balyasny Asset Management
Illinois
$15.4M +$10.1M +45,033 +190%
Point72 Asset Management
50
Point72 Asset Management
Connecticut
$14.6M +$14.6M +65,200 New
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