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Helen of Troy
HELE

Overview Fund Activity

262 hedge funds and large institutions have $3.64B invested in Helen of Troy in 2020 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 87 increasing their positions, 90 reducing their positions, and 52 closing their positions.

Holders
262
Holders Change
-10
Holders Change %
-3.68%
% of All Funds
5.79%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
45
Increased
87
Reduced
90
Closed
52
Calls
$18.2M
Puts
$12M
Net Calls
+$6.22M
Net Calls Change
+$3.77M

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$142M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$72.3M
3
Goldman Sachs
3
Goldman Sachs
New York
$37.9M
4
Brown Advisory
4
Brown Advisory
Maryland
$22.6M
5
Robeco Institutional Asset Management
5
Robeco Institutional Asset Management
Netherlands
$22.2M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$328M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$0
3
Invesco
3
Invesco
Georgia
$9.57M
4
Stifel Financial
4
Stifel Financial
Missouri
$1.28M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Legal & General Group
76
Legal & General Group
United Kingdom
$5.46M 37,926 +1,503 +4%
Nordea Investment Management
77
Nordea Investment Management
Sweden
$5.13M 36,307 +1,624 +5%
JIR
78
James Investment Research
Ohio
$4.91M 34,070 -2,930 -8%
Lazard Asset Management
79
Lazard Asset Management
New York
$4.51M 31,310 +31,310 New
First Trust Advisors
80
First Trust Advisors
Illinois
$4.23M 29,350 -6,873 -19%
New York State Teachers Retirement System (NYSTRS)
81
New York State Teachers Retirement System (NYSTRS)
New York
$4.09M 28,367 -2,100 -7%
New York State Common Retirement Fund
82
New York State Common Retirement Fund
New York
$3.91M 27,126 +4,101 +18%
Allianz Asset Management
83
Allianz Asset Management
Germany
$3.82M 26,496 +17,865 +207%
LPL Financial
84
LPL Financial
California
$3.81M 26,449 +328 +1%
State of New Jersey Common Pension Fund D
85
State of New Jersey Common Pension Fund D
New Jersey
$3.75M 26,039 – –
MIM
86
MetLife Investment Management
New Jersey
$3.62M 25,154 – –
CIP
87
Chartwell Investment Partners
Pennsylvania
$3.54M 24,602 +14,836 +152%
CCMG
88
Clark Capital Management Group
Pennsylvania
$3.42M 23,730 +11,437 +93%
MOACM
89
Mutual of America Capital Management
New York
$3.37M 23,420 +971 +4%
EAM
90
EULAV Asset Management
Florida
$3.31M 23,000 – –
Citigroup
91
Citigroup
New York
$3.22M 22,322 -371 -2%
TPSF
92
Texas Permanent School Fund
Texas
$3.08M 21,371 +4,159 +24%
CS
93
Credit Suisse
Switzerland
$3.05M 21,172 -188 -0.9%
Russell Investments Group
94
Russell Investments Group
United Kingdom
$2.98M 20,706 +145 +0.7%
KOCAA
95
Knights of Columbus Asset Advisors
Connecticut
$2.95M 20,510 -3,793 -16%
Prudential Financial
96
Prudential Financial
New Jersey
$2.81M 19,532 +1,628 +9%
Man Group
97
Man Group
United Kingdom
$2.66M 18,452 -22,143 -55%
AAMU
98
Amundi Asset Management US
Massachusetts
$2.66M 18,445 +14,981 +432%
Ensign Peak Advisors
99
Ensign Peak Advisors
Utah
$2.56M 17,737 – –
Barclays
100
Barclays
United Kingdom
$2.53M 17,592 -27,280 -61%
2 3
4
5 6