HELE icon

Helen of Troy
HELE

Overview Fund Activity

269 hedge funds and large institutions have $4.74B invested in Helen of Troy in 2020 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 76 increasing their positions, 113 reducing their positions, and 37 closing their positions.

Holders
269
Holders Change
+7
Holders Change %
+2.67%
% of All Funds
5.53%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
46
Increased
76
Reduced
113
Closed
37
Calls
$21.6M
Puts
$13.2M
Net Calls
+$8.43M
Net Calls Change
+$2.22M

Top Buyers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$124M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$130M
3
CIP
3
Champlain Investment Partners
Vermont
$34.1M
4
Lazard Asset Management
4
Lazard Asset Management
New York
$28.7M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$334M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$89.3M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$374M
3
Wells Fargo
3
Wells Fargo
California
$80.5M
4
Northern Trust
4
Northern Trust
Illinois
$89.5M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$136M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
51
Creative Planning
Kansas
$14.8M -$20K -106 -0.1%
CM
52
Castleark Management
Illinois
$13.8M +$1.53M +8,140 +13%
Retirement Systems of Alabama
53
Retirement Systems of Alabama
Alabama
$13.8M +$32.2K +171 +0.2%
Legal & General Group
54
Legal & General Group
United Kingdom
$12.2M +$5.09M +26,998 +71%
EIP
55
Epoch Investment Partners
New York
$12.2M -$7.3M -38,725 -37%
ClearBridge Investments
56
ClearBridge Investments
New York
$12.1M +$12.1M +64,062 New
AIG
57
American International Group
New York
$11.7M -$231K -1,224 -2%
ZCM
58
Ziegler Capital Management
Illinois
$11.4M -$970K -5,145 -8%
MAM
59
Martingale Asset Management
Massachusetts
$11.4M -$189 -1 -0%
PP
60
Prudential plc
United Kingdom
$10.8M -$12.6M -67,023 -54%
Deutsche Bank
61
Deutsche Bank
Germany
$10.7M -$1.7M -9,007 -14%
California Public Employees Retirement System
62
California Public Employees Retirement System
California
$10.6M -$82.6K -438 -0.8%
Swiss National Bank
63
Swiss National Bank
Switzerland
$10.6M +$1.38M +7,300 +15%
Comerica Bank
64
Comerica Bank
Texas
$10.6M +$2.95M +15,405 +39%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$10.4M -$659K -3,494 -6%
Morgan Stanley
66
Morgan Stanley
New York
$10.2M -$2.64M -14,014 -21%
PPA
67
Parametric Portfolio Associates
Washington
$9.7M -$3.16M -16,762 -25%
BCIM
68
British Columbia Investment Management
British Columbia, Canada
$9.41M +$6.34M +33,600 +206%
Manulife (Manufacturers Life Insurance)
69
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.09M -$551K -2,929 -6%
PC
70
Pier Capital
Connecticut
$8.97M +$8.97M +47,583 New
Renaissance Technologies
71
Renaissance Technologies
New York
$8.85M -$3.94M -20,900 -31%
SEI Investments
72
SEI Investments
Pennsylvania
$8.02M -$525K -2,779 -6%
KCM
73
Kennedy Capital Management
Missouri
$7.89M +$436K +2,313 +6%
MFIMFI
74
Mesirow Financial Investment Management - Fixed Income
Illinois
$7.79M -$138K -730 -2%
CAM
75
Congress Asset Management
Massachusetts
$7.69M -$48.5K -257 -0.6%
1 2
3
4 5