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Helen of Troy
HELE

Overview Fund Activity

308 hedge funds and large institutions have $5.76B invested in Helen of Troy in 2020 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 101 increasing their positions, 126 reducing their positions, and 46 closing their positions.

Holders
308
Holders Change
–
Holders Change %
0%
% of All Funds
5.46%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
46
Increased
101
Reduced
126
Closed
46
Calls
$28.7M
Puts
$58.1M
Net Calls
-$29.4M
Net Calls Change
-$35.7M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$113M
2
Capital World Investors
2
Capital World Investors
California
$71.7M
3
Capital International Investors
3
Capital International Investors
California
$53.5M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$419M
5
Wells Fargo
5
Wells Fargo
California
$139M

Top Sellers

1
RCAMU
1
Rothschild & Co Asset Management US
Connecticut
$0
2
CB
2
Cooke & Bieler
Pennsylvania
$162M
3
Victory Capital Management
3
Victory Capital Management
Texas
$71.7M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$34.5M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$27.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Polen Capital Management
76
Polen Capital Management
Florida
$7.33M +$1.39M +6,260 +23%
RJA
77
Raymond James & Associates
Florida
$7.22M -$2.08M -9,348 -22%
Allianz Asset Management
78
Allianz Asset Management
Germany
$7.21M +$1.46M +6,570 +25%
KCM
79
Kennedy Capital Management
Missouri
$7.11M -$214K -965 -3%
Thrivent Financial for Lutherans
80
Thrivent Financial for Lutherans
Minnesota
$6.92M -$59.5K -268 -0.9%
MFIMFI
81
Mesirow Financial Investment Management - Fixed Income
Illinois
$6.9M -$963K -4,335 -12%
Los Angeles Capital Management
82
Los Angeles Capital Management
California
$6.76M -$147K -662 -2%
Renaissance Technologies
83
Renaissance Technologies
New York
$6.74M -$11M -49,400 -62%
UBS AM
84
UBS AM
Illinois
$6.57M -$1.86M -8,350 -22%
Citigroup
85
Citigroup
New York
$6.56M +$876K +3,943 +15%
BA
86
Bridgewater Associates
Connecticut
$6.44M +$3.53M +15,903 +122%
MAP
87
Moody Aldrich Partners
Massachusetts
$5.94M +$936K +4,213 +19%
New York State Teachers Retirement System (NYSTRS)
88
New York State Teachers Retirement System (NYSTRS)
New York
$5.88M -$244K -1,100 -4%
EIP
89
Epoch Investment Partners
New York
$5.53M -$4.75M -21,384 -46%
Point72 Asset Management
90
Point72 Asset Management
Connecticut
$5.44M +$5.44M +24,503 New
MIM
91
MetLife Investment Management
New Jersey
$5.33M -$235K -1,059 -4%
MOACM
92
Mutual of America Capital Management
New York
$5.28M +$14K +63 +0.3%
LPL Financial
93
LPL Financial
California
$5.28M -$13.3K -60 -0.3%
EAM
94
EULAV Asset Management
Florida
$5.11M – – –
New York State Common Retirement Fund
95
New York State Common Retirement Fund
New York
$5.09M – – –
TPSF
96
Texas Permanent School Fund
Texas
$4.52M -$732K -3,294 -14%
CIP
97
Chartwell Investment Partners
Pennsylvania
$4.43M -$98.9K -445 -2%
AAMU
98
Amundi Asset Management US
Massachusetts
$4.38M -$57.5K -259 -1%
Citadel Advisors
99
Citadel Advisors
Florida
$4.33M +$2.17M +9,789 +101%
KOCAA
100
Knights of Columbus Asset Advisors
Connecticut
$4.26M -$6.44K -29 -0.2%
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4
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