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Helen of Troy
HELE

Overview Fund Activity

322 hedge funds and large institutions have $5.54B invested in Helen of Troy in 2021 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 89 increasing their positions, 144 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
+14
Holders Change %
+4.55%
% of All Funds
5.67%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
54
Increased
89
Reduced
144
Closed
39
Calls
$24.2M
Puts
$31.3M
Net Calls
-$7.1M
Net Calls Change
+$22.3M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$211M
2
Capital International Investors
2
Capital International Investors
California
$94.1M
3
CB
3
Cooke & Bieler
Pennsylvania
$197M
4
Goldman Sachs
4
Goldman Sachs
New York
$148M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$426M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$13.1M
2
State Street
2
State Street
Massachusetts
$157M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$368K
4
Bank of America
4
Bank of America
North Carolina
$45.1M
5
Invesco
5
Invesco
Georgia
$11.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZCM
76
Ziegler Capital Management
Illinois
$7.52M -$2.92M -13,884 -28%
BA
77
Bridgewater Associates
Connecticut
$7.39M +$1.29M +6,123 +21%
AAMU
78
Amundi Asset Management US
Massachusetts
$6.3M +$2.14M +10,175 +52%
KCM
79
Kennedy Capital Management
Missouri
$6.19M -$546K -2,594 -8%
Axa
80
Axa
France
$6.15M +$6.15M +29,200 New
UBS AM
81
UBS AM
Illinois
$6.12M -$107K -506 -2%
HF
82
HRT Financial
New York
$5.9M +$5.34M +25,333 +954%
Thrivent Financial for Lutherans
83
Thrivent Financial for Lutherans
Minnesota
$5.48M -$1.08M -5,150 -17%
Swedbank
84
Swedbank
Sweden
$5.48M +$5.48M +26,000 New
Millennium Management
85
Millennium Management
New York
$5.37M +$5.37M +25,512 New
New York State Teachers Retirement System (NYSTRS)
86
New York State Teachers Retirement System (NYSTRS)
New York
$5.28M -$298K -1,415 -5%
LPL Financial
87
LPL Financial
California
$5.13M +$124K +590 +2%
Los Angeles Capital Management
88
Los Angeles Capital Management
California
$4.99M -$1.42M -6,725 -22%
EAM
89
EULAV Asset Management
Florida
$4.85M – – –
EIP
90
Epoch Investment Partners
New York
$4.7M -$543K -2,577 -10%
Holocene Advisors
91
Holocene Advisors
New York
$4.62M +$4.24M +20,106 +1,096%
MOACM
92
Mutual of America Capital Management
New York
$4.61M -$397K -1,885 -8%
New York State Common Retirement Fund
93
New York State Common Retirement Fund
New York
$4.57M -$253K -1,200 -5%
MIM
94
MetLife Investment Management
New Jersey
$4.55M -$506K -2,401 -10%
CS
95
Credit Suisse
Switzerland
$4.43M -$2.61M -12,369 -37%
Barclays
96
Barclays
United Kingdom
$4.38M +$2.12M +10,057 +94%
Skandinaviska Enskilda Banken (SEB)
97
Skandinaviska Enskilda Banken (SEB)
Sweden
$4.3M +$4.19M +19,900 +3,980%
Ensign Peak Advisors
98
Ensign Peak Advisors
Utah
$4.12M +$379K +1,800 +10%
HPIA
99
Hamilton Point Investment Advisors
North Carolina
$4.02M +$4.02M +19,069 New
KOCAA
100
Knights of Columbus Asset Advisors
Connecticut
$3.98M -$56.5K -268 -1%
2 3
4
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