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Helen of Troy
HELE

Overview Fund Activity

308 hedge funds and large institutions have $4.87B invested in Helen of Troy in 2020 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 94 increasing their positions, 112 reducing their positions, and 18 closing their positions.

Holders
308
Holders Change
+39
Holders Change %
+14.5%
% of All Funds
6.23%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
60
Increased
94
Reduced
112
Closed
18
Calls
$22.1M
Puts
$15.8M
Net Calls
+$6.27M
Net Calls Change
-$2.16M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$232M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$176M
3
Macquarie Group
3
Macquarie Group
Australia
$42.1M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$43.8M
5
EA
5
Emerald Advisers
Pennsylvania
$14.4M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$333M
2
CIP
2
Champlain Investment Partners
Vermont
$0
3
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$55.9M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$441M
5
BlackRock
5
BlackRock
New York
$548M
Name Holding Trade Value Shares
Change 		Shares
Change %
EA
51
Emerald Advisers
Pennsylvania
$14.4M +$14.4M +74,158 New
Retirement Systems of Alabama
52
Retirement Systems of Alabama
Alabama
$14.1M +$23.2K +120 +0.2%
EMFAT
53
Emerald Mutual Fund Advisers Trust
Pennsylvania
$13.7M +$13.7M +70,639 New
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$13.1M +$2.49M +12,849 +23%
Morgan Stanley
55
Morgan Stanley
New York
$13M +$2.48M +12,807 +24%
Legal & General Group
56
Legal & General Group
United Kingdom
$12.6M +$47.2K +244 +0.4%
CM
57
Castleark Management
Illinois
$12.5M -$1.66M -8,564 -12%
HAM
58
Hillcrest Asset Management
Texas
$12.4M -$4.77M -24,654 -28%
AIG
59
American International Group
New York
$11.8M -$212K -1,093 -2%
Deutsche Bank
60
Deutsche Bank
Germany
$11.8M +$771K +3,984 +7%
ZCM
61
Ziegler Capital Management
Illinois
$11.3M -$451K -2,332 -4%
California Public Employees Retirement System
62
California Public Employees Retirement System
California
$11.1M +$250K +1,290 +2%
Comerica Bank
63
Comerica Bank
Texas
$11.1M -$293K -1,417 -3%
Swiss National Bank
64
Swiss National Bank
Switzerland
$11.1M +$213K +1,100 +2%
PPA
65
Parametric Portfolio Associates
Washington
$10.8M +$851K +4,396 +9%
BCIM
66
British Columbia Investment Management
British Columbia, Canada
$9.66M – – –
IECM
67
Intrinsic Edge Capital Management
Illinois
$9.5M +$9.5M +49,077 New
PP
68
Prudential plc
United Kingdom
$9.38M -$1.7M -8,800 -15%
Manulife (Manufacturers Life Insurance)
69
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.12M -$218K -1,124 -2%
EIP
70
Epoch Investment Partners
New York
$8.96M -$3.59M -18,551 -29%
UBS Group
71
UBS Group
Switzerland
$8.76M +$5.96M +30,786 +213%
Capital International Investors
72
Capital International Investors
California
$8.71M +$8.71M +45,000 New
WCM Investment Management
73
WCM Investment Management
California
$8.27M +$7.96M +41,133 +2,603%
RJA
74
Raymond James & Associates
Florida
$8.1M +$245K +1,266 +3%
CAM
75
Congress Asset Management
Massachusetts
$7.6M -$284K -1,466 -4%
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