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Helen of Troy
HELE

Overview Fund Activity

322 hedge funds and large institutions have $5.54B invested in Helen of Troy in 2021 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 89 increasing their positions, 144 reducing their positions, and 39 closing their positions.

Holders
322
Holders Change
+14
Holders Change %
+4.55%
% of All Funds
5.67%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
54
Increased
89
Reduced
144
Closed
39
Calls
$24.2M
Puts
$31.3M
Net Calls
-$7.1M
Net Calls Change
+$22.3M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$211M
2
Capital International Investors
2
Capital International Investors
California
$94.1M
3
CB
3
Cooke & Bieler
Pennsylvania
$197M
4
Goldman Sachs
4
Goldman Sachs
New York
$148M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$426M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$13.1M
2
State Street
2
State Street
Massachusetts
$157M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$368K
4
Bank of America
4
Bank of America
North Carolina
$45.1M
5
Invesco
5
Invesco
Georgia
$11.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$14.7M -$111K -527 -0.7%
Legal & General Group
52
Legal & General Group
United Kingdom
$13.7M -$340K -1,614 -2%
Robeco Institutional Asset Management
53
Robeco Institutional Asset Management
Netherlands
$13.6M -$7.46M -35,422 -35%
PPA
54
Parametric Portfolio Associates
Washington
$13.5M +$441K +2,093 +3%
HAM
55
Hillcrest Asset Management
Texas
$13.4M -$59K -280 -0.4%
VOYA Investment Management
56
VOYA Investment Management
Georgia
$13.3M -$10.3M -48,873 -44%
AllianceBernstein
57
AllianceBernstein
Tennessee
$13.3M -$3.83M -18,170 -22%
Ameriprise
58
Ameriprise
Minnesota
$13.1M -$56.4M -267,559 -81%
Deutsche Bank
59
Deutsche Bank
Germany
$12.7M +$532K +2,525 +4%
GT
60
Glenmede Trust
Pennsylvania
$12.6M -$3.71M -17,624 -23%
Swiss National Bank
61
Swiss National Bank
Switzerland
$12.2M +$147K +700 +1%
California Public Employees Retirement System
62
California Public Employees Retirement System
California
$12.1M -$965K -4,583 -7%
Invesco
63
Invesco
Georgia
$11.5M -$20.2M -96,018 -64%
Comerica Bank
64
Comerica Bank
Texas
$11.2M -$635K -2,806 -5%
Russell Investments Group
65
Russell Investments Group
United Kingdom
$9.97M +$1.9M +9,007 +23%
CCM
66
CAAS Capital Management
New York
$9.94M +$9.94M +47,191 New
JIR
67
James Investment Research
Ohio
$9.64M +$2.13M +10,127 +28%
CAM
68
Congress Asset Management
Massachusetts
$9.37M +$658K +3,122 +8%
RJA
69
Raymond James & Associates
Florida
$9.09M +$2.25M +10,659 +33%
Manulife (Manufacturers Life Insurance)
70
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.54M -$959K -4,550 -10%
Polen Capital Management
71
Polen Capital Management
Florida
$8.42M +$1.47M +6,973 +21%
PP
72
Prudential plc
United Kingdom
$8.17M -$890K -4,225 -10%
SBH
73
Segall Bryant & Hamill
Illinois
$7.9M +$7.9M +37,497 New
MFIMFI
74
Mesirow Financial Investment Management - Fixed Income
Illinois
$7.87M +$1.33M +6,305 +20%
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$7.77M -$292K -1,386 -4%
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