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Helen of Troy
HELE

Overview Fund Activity

308 hedge funds and large institutions have $4.87B invested in Helen of Troy in 2020 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 94 increasing their positions, 112 reducing their positions, and 18 closing their positions.

Holders
308
Holders Change
+39
Holders Change %
+14.5%
% of All Funds
6.23%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
60
Increased
94
Reduced
112
Closed
18
Calls
$22.1M
Puts
$15.8M
Net Calls
+$6.27M
Net Calls Change
-$2.16M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$232M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$176M
3
Macquarie Group
3
Macquarie Group
Australia
$42.1M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$43.8M
5
EA
5
Emerald Advisers
Pennsylvania
$14.4M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$333M
2
CIP
2
Champlain Investment Partners
Vermont
$0
3
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$55.9M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$441M
5
BlackRock
5
BlackRock
New York
$548M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEI Investments
76
SEI Investments
Pennsylvania
$7.48M -$744K -3,840 -9%
California State Teachers Retirement System (CalSTRS)
77
California State Teachers Retirement System (CalSTRS)
California
$7.41M +$6.39K +33 +0.1%
UBS AM
78
UBS AM
Illinois
$7.34M +$439K +2,270 +6%
JIR
79
James Investment Research
Ohio
$7.04M +$81.3K +420 +1%
PC
80
Pier Capital
Connecticut
$6.95M -$2.26M -11,689 -25%
Russell Investments Group
81
Russell Investments Group
United Kingdom
$6.94M +$3.37M +17,381 +94%
MFIMFI
82
Mesirow Financial Investment Management - Fixed Income
Illinois
$6.85M -$1.14M -5,915 -14%
KCM
83
Kennedy Capital Management
Missouri
$6.38M -$1.72M -8,902 -21%
Thrivent Financial for Lutherans
84
Thrivent Financial for Lutherans
Minnesota
$6.08M +$4.73M +24,454 +351%
Los Angeles Capital Management
85
Los Angeles Capital Management
California
$6.01M +$817K +4,222 +16%
American Century Companies
86
American Century Companies
Missouri
$5.93M +$1.81M +9,330 +44%
TRCT
87
Tower Research Capital (TRC)
New York
$5.91M +$4.12M +21,304 +231%
New York State Teachers Retirement System (NYSTRS)
88
New York State Teachers Retirement System (NYSTRS)
New York
$5.34M -$155K -800 -3%
MAM
89
Martingale Asset Management
Massachusetts
$5.33M -$6.33M -32,700 -54%
MWNA
90
Marshall Wace North America
New York
$5.24M +$2.32M +12,012 +80%
Polen Capital Management
91
Polen Capital Management
Florida
$5.17M +$842K +4,352 +19%
Allianz Asset Management
92
Allianz Asset Management
Germany
$5.01M -$911K -4,710 -15%
Citigroup
93
Citigroup
New York
$4.95M +$1.12M +5,769 +29%
MIM
94
MetLife Investment Management
New Jersey
$4.85M -$201K -1,041 -4%
CS
95
Credit Suisse
Switzerland
$4.68M -$474K -2,448 -9%
LPL Financial
96
LPL Financial
California
$4.61M -$466K -2,408 -9%
MOACM
97
Mutual of America Capital Management
New York
$4.58M -$2.32K -12 -0.1%
TPSF
98
Texas Permanent School Fund
Texas
$4.58M +$717K +3,706 +19%
Jane Street
99
Jane Street
New York
$4.51M +$4.51M +23,311 New
EAM
100
EULAV Asset Management
Florida
$4.45M – – –
2 3
4
5 6