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Helen of Troy
HELE

Overview Fund Activity

269 hedge funds and large institutions have $4.74B invested in Helen of Troy in 2020 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 76 increasing their positions, 113 reducing their positions, and 37 closing their positions.

Holders
269
Holders Change
+7
Holders Change %
+2.67%
% of All Funds
5.53%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
46
Increased
76
Reduced
113
Closed
37
Calls
$21.6M
Puts
$13.2M
Net Calls
+$8.43M
Net Calls Change
+$2.22M

Top Buyers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$124M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$130M
3
CIP
3
Champlain Investment Partners
Vermont
$34.1M
4
Lazard Asset Management
4
Lazard Asset Management
New York
$28.7M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$334M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$89.3M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$374M
3
Wells Fargo
3
Wells Fargo
California
$80.5M
4
Northern Trust
4
Northern Trust
Illinois
$89.5M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$136M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
76
Raymond James & Associates
Florida
$7.65M -$1.76M -9,352 -19%
California State Teachers Retirement System (CalSTRS)
77
California State Teachers Retirement System (CalSTRS)
California
$7.21M +$15.8K +84 +0.2%
Millennium Management
78
Millennium Management
New York
$6.85M +$6.85M +36,339 New
JIR
79
James Investment Research
Ohio
$6.79M +$361K +1,912 +6%
UBS AM
80
UBS AM
Illinois
$6.72M -$2.88M -15,254 -30%
Allianz Asset Management
81
Allianz Asset Management
Germany
$5.77M +$769K +4,078 +15%
New York State Teachers Retirement System (NYSTRS)
82
New York State Teachers Retirement System (NYSTRS)
New York
$5.35M – – –
Los Angeles Capital Management
83
Los Angeles Capital Management
California
$5.06M +$5.06M +26,844 New
CS
84
Credit Suisse
Switzerland
$5.02M +$1.03M +5,468 +26%
New York State Common Retirement Fund
85
New York State Common Retirement Fund
New York
$5.02M -$99.2K -526 -2%
LPL Financial
86
LPL Financial
California
$4.94M -$45.4K -241 -0.9%
MIM
87
MetLife Investment Management
New Jersey
$4.92M +$179K +951 +4%
First Trust Advisors
88
First Trust Advisors
Illinois
$4.69M -$840K -4,454 -15%
MOACM
89
Mutual of America Capital Management
New York
$4.47M +$52.4K +278 +1%
EAM
90
EULAV Asset Management
Florida
$4.34M – – –
Polen Capital Management
91
Polen Capital Management
Florida
$4.22M +$2.66M +14,097 +170%
American Century Companies
92
American Century Companies
Missouri
$4.01M +$4.01M +21,288 New
ACM
93
Argent Capital Management
Missouri
$3.83M +$816K +4,330 +27%
CIP
94
Chartwell Investment Partners
Pennsylvania
$3.81M -$834K -4,421 -18%
AAMU
95
Amundi Asset Management US
Massachusetts
$3.79M +$315K +1,672 +9%
TPSF
96
Texas Permanent School Fund
Texas
$3.76M -$269K -1,426 -7%
Citigroup
97
Citigroup
New York
$3.74M -$471K -2,497 -11%
Barclays
98
Barclays
United Kingdom
$3.61M +$290K +1,537 +9%
KOCAA
99
Knights of Columbus Asset Advisors
Connecticut
$3.57M -$302K -1,603 -8%
Russell Investments Group
100
Russell Investments Group
United Kingdom
$3.48M -$424K -2,249 -11%
2 3
4
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