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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 %
Morgan Stanley
51
Morgan Stanley
New York
$9.83M 68,250 -1,346 -2%
PPA
52
Parametric Portfolio Associates
Washington
$9.82M 68,195 -803 -1%
Renaissance Technologies
53
Renaissance Technologies
New York
$9.77M 67,810 +67,810 New
Invesco
54
Invesco
Georgia
$9.57M 66,412 -106,058 -61%
Deutsche Bank
55
Deutsche Bank
Germany
$9.49M 65,884 +5,853 +10%
ZCM
56
Ziegler Capital Management
Illinois
$9.47M 65,745 +65,745 New
CM
57
Castleark Management
Illinois
$9.36M 64,990 +475 +0.7%
AIG
58
American International Group
New York
$9.15M 63,532 -365 -0.6%
MAM
59
Martingale Asset Management
Massachusetts
$8.67M 60,211 +97 +0.2%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$8.42M 58,432 -7,933 -12%
California Public Employees Retirement System
61
California Public Employees Retirement System
California
$8.17M 56,746 -11,204 -16%
William Blair Investment Management
62
William Blair Investment Management
Illinois
$7.48M 51,953 +51,953 New
Manulife (Manufacturers Life Insurance)
63
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.37M 51,196 +1,622 +3%
UBS AM
64
UBS AM
Illinois
$7.33M 50,892 +558 +1%
RJA
65
Raymond James & Associates
Florida
$7.19M 49,943 +14,140 +39%
Swiss National Bank
66
Swiss National Bank
Switzerland
$7.03M 48,800 +800 +2%
SEI Investments
67
SEI Investments
Pennsylvania
$6.5M 45,203 +944 +2%
HW
68
Hancock Whitney
Mississippi
$6.1M 42,318 +42,318 New
MFIMFI
69
Mesirow Financial Investment Management - Fixed Income
Illinois
$6.05M 42,018 -10,923 -21%
CAM
70
Congress Asset Management
Massachusetts
$5.91M 41,013 -562 -1%
KCM
71
Kennedy Capital Management
Missouri
$5.7M 39,542 +12,205 +45%
Comerica Bank
72
Comerica Bank
Texas
$5.69M 39,612 +19,851 +100%
MC
73
Maverick Capital
Texas
$5.69M 39,494 +5,939 +18%
AQR Capital Management
74
AQR Capital Management
Connecticut
$5.62M 39,567 +15,524 +65%
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$5.5M 38,174 -189 -0.5%
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