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Helen of Troy
HELE

Overview Fund Activity

286 hedge funds and large institutions have $5.71B invested in Helen of Troy in 2021 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 84 increasing their positions, 134 reducing their positions, and 53 closing their positions.

Holders
286
Holders Change
-36
Holders Change %
-11.18%
% of All Funds
4.99%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
18
Increased
84
Reduced
134
Closed
53
Calls
$31.2M
Puts
$20.9M
Net Calls
+$10.3M
Net Calls Change
+$17.4M

Top Buyers

1
CB
1
Cooke & Bieler
Pennsylvania
$272M
2
Capital International Investors
2
Capital International Investors
California
$157M
3
Capital World Investors
3
Capital World Investors
California
$155M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$504M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$330M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$29.5M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$23.3M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$66.6M
4
BlackRock
4
BlackRock
New York
$601M
5
William Blair Investment Management
5
William Blair Investment Management
Illinois
$176M
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
51
Invesco
Georgia
$14M 61,470 +6,712 +12%
GT
52
Glenmede Trust
Pennsylvania
$13.6M 59,631 -29 -0%
PPA
53
Parametric Portfolio Associates
Washington
$13.5M 59,018 -5,090 -8%
Legal & General Group
54
Legal & General Group
United Kingdom
$13M 57,117 -7,755 -12%
California Public Employees Retirement System
55
California Public Employees Retirement System
California
$12.8M 56,120 -1,199 -2%
Russell Investments Group
56
Russell Investments Group
United Kingdom
$12.7M 55,534 +8,199 +17%
Swiss National Bank
57
Swiss National Bank
Switzerland
$12.3M 53,800 -4,100 -7%
KCM
58
Kennedy Capital Management
Missouri
$11.8M 51,546 +22,152 +75%
BA
59
Bridgewater Associates
Connecticut
$11.5M 50,317 +15,226 +43%
RI
60
Redwood Investments
Massachusetts
$11M 48,368 -23,353 -33%
Arrowstreet Capital
61
Arrowstreet Capital
Massachusetts
$10.8M 47,338 -105,528 -69%
JIR
62
James Investment Research
Ohio
$10.7M 46,913 +1,171 +3%
LCM
63
Landscape Capital Management
New Jersey
$9.88M 43,314 +43,314 New
Deutsche Bank
64
Deutsche Bank
Germany
$9.85M 43,194 -17,234 -29%
Polen Capital Management
65
Polen Capital Management
Florida
$9.73M 42,630 +2,668 +7%
Manulife (Manufacturers Life Insurance)
66
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.1M 39,874 -659 -2%
Comerica Bank
67
Comerica Bank
Texas
$8.8M 38,338 -11,037 -22%
Voloridge Investment Management
68
Voloridge Investment Management
Florida
$8.5M 37,258 +35,156 +1,673%
ZCM
69
Ziegler Capital Management
Illinois
$7.9M 14,094 -21,594 -61%
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$7.69M 33,707 -3,175 -9%
RJA
71
Raymond James & Associates
Florida
$7.27M 31,885 -11,283 -26%
MFIMFI
72
Mesirow Financial Investment Management - Fixed Income
Illinois
$6.94M 30,418 -6,925 -19%
Holocene Advisors
73
Holocene Advisors
New York
$6.77M 29,691 +7,750 +35%
UBS AM
74
UBS AM
Illinois
$6.65M 29,149 +97 +0.3%
Amundi
75
Amundi
France
$6.46M 28,297 +28,297 New
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