HELE icon

Helen of Troy
HELE

Overview Fund Activity

308 hedge funds and large institutions have $5.76B invested in Helen of Troy in 2020 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 101 increasing their positions, 126 reducing their positions, and 46 closing their positions.

Holders
308
Holders Change
–
Holders Change %
0%
% of All Funds
5.46%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
46
Increased
101
Reduced
126
Closed
46
Calls
$28.7M
Puts
$58.1M
Net Calls
-$29.4M
Net Calls Change
-$35.7M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$113M
2
Capital World Investors
2
Capital World Investors
California
$71.7M
3
Capital International Investors
3
Capital International Investors
California
$53.5M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$419M
5
Wells Fargo
5
Wells Fargo
California
$139M

Top Sellers

1
RCAMU
1
Rothschild & Co Asset Management US
Connecticut
$0
2
CB
2
Cooke & Bieler
Pennsylvania
$162M
3
Victory Capital Management
3
Victory Capital Management
Texas
$71.7M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$34.5M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$27.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
51
Morgan Stanley
New York
$17.1M +$2.18M +9,803 +15%
SFM
52
Systematic Financial Management
New Jersey
$16.8M -$687K -3,090 -4%
EA
53
Emerald Advisers
Pennsylvania
$16.5M +$62.2K +280 +0.4%
EMFAT
54
Emerald Mutual Fund Advisers Trust
Pennsylvania
$16.2M +$550K +2,477 +4%
Retirement Systems of Alabama
55
Retirement Systems of Alabama
Alabama
$16.2M -$2.89K -13 -0%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$15.6M +$577K +2,595 +4%
CCMLC
57
Cardinal Capital Management LLC (Connecticut)
Connecticut
$14.8M +$14.8M +66,713 New
Legal & General Group
58
Legal & General Group
United Kingdom
$14.8M +$293K +1,318 +2%
HAM
59
Hillcrest Asset Management
Texas
$14.2M -$40K -180 -0.3%
BCIM
60
British Columbia Investment Management
British Columbia, Canada
$13.9M +$2.78M +12,500 +25%
PPA
61
Parametric Portfolio Associates
Washington
$13.8M +$1.37M +6,186 +11%
California Public Employees Retirement System
62
California Public Employees Retirement System
California
$13.8M +$956K +4,304 +7%
WCM Investment Management
63
WCM Investment Management
California
$13.5M +$4.01M +18,031 +42%
Deutsche Bank
64
Deutsche Bank
Germany
$12.9M -$657K -2,958 -5%
Swiss National Bank
65
Swiss National Bank
Switzerland
$12.7M – – –
Comerica Bank
66
Comerica Bank
Texas
$12.3M -$333K -1,419 -3%
ZCM
67
Ziegler Capital Management
Illinois
$11M -$1.93M -8,696 -15%
Manulife (Manufacturers Life Insurance)
68
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10M -$458K -2,060 -4%
PP
69
Prudential plc
United Kingdom
$9.55M -$1.22M -5,477 -11%
CAM
70
Congress Asset Management
Massachusetts
$9.19M +$461K +2,075 +5%
Russell Investments Group
71
Russell Investments Group
United Kingdom
$8.51M +$553K +2,490 +7%
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$8.5M -$5.11K -23 -0.1%
JIR
73
James Investment Research
Ohio
$7.91M -$175K -787 -2%
American Century Companies
74
American Century Companies
Missouri
$7.51M +$705K +3,174 +10%
CS
75
Credit Suisse
Switzerland
$7.42M +$2.04M +9,198 +38%
1 2
3
4 5