HELE icon

Helen of Troy

286 hedge funds and large institutions have $5.71B invested in Helen of Troy in 2021 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 84 increasing their positions, 134 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

11% less funds holding

Funds holding: 322286 (-36)

37% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 134

66% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 53

Holders
286
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$31.2M
Puts
$20.9M
Net Calls
Net Calls Change

Top Buyers

1 +$58.3M
2 +$55.2M
3 +$53.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$42.5M
5
JP Morgan Chase
JP Morgan Chase
New York
+$31.5M

Top Sellers

1 -$131M
2 -$65.5M
3 -$39.5M
4
BlackRock
BlackRock
New York
-$37.9M
5
William Blair Investment Management
William Blair Investment Management
Illinois
-$28.8M
Name Holding Trade Value Shares
Change
Change in
Stake
76
$5.93M
77
$5.56M
78
$5.44M
79
$5.4M
80
$5.31M
81
$5.25M
82
$5.2M
83
$4.86M
84
$4.84M
85
$4.84M
86
$4.76M
87
$4.46M
88
$4.43M
89
$4.38M
90
$4.32M
91
$4.26M
92
$4.16M
93
$3.9M
94
$3.85M
95
$3.73M
96
$3.69M
97
$3.41M
98
$3.23M
99
$3.13M
100
$3.08M