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Helen of Troy
HELE

Overview Fund Activity

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
Holders
286
Holders Change
-36
Holders Change %
-11.18%
% of All Funds
4.99%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
18
Increased
84
Reduced
134
Closed
53
Calls
$31.2M
Puts
$20.9M
Net Calls
+$10.3M
Net Calls Change
+$17.4M

Top Buyers

1
CB
1
Cooke & Bieler
Pennsylvania
$272M
2
Capital International Investors
2
Capital International Investors
California
$157M
3
Capital World Investors
3
Capital World Investors
California
$155M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$504M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$330M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$29.5M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$23.3M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$66.6M
4
BlackRock
4
BlackRock
New York
$601M
5
William Blair Investment Management
5
William Blair Investment Management
Illinois
$176M
Name Holding Trade Value Shares
Change 		Shares
Change %
Swedbank
76
Swedbank
Sweden
$5.93M – – –
LPL Financial
77
LPL Financial
California
$5.56M +$11K +48 +0.2%
New York State Teachers Retirement System (NYSTRS)
78
New York State Teachers Retirement System (NYSTRS)
New York
$5.44M -$279K -1,221 -5%
Balyasny Asset Management
79
Balyasny Asset Management
Illinois
$5.4M +$3.27M +14,325 +153%
EIP
80
Epoch Investment Partners
New York
$5.31M +$214K +940 +4%
EAM
81
EULAV Asset Management
Florida
$5.25M – – –
Millennium Management
82
Millennium Management
New York
$5.2M -$625K -2,740 -11%
MOACM
83
Mutual of America Capital Management
New York
$4.86M -$125K -546 -2%
New York State Common Retirement Fund
84
New York State Common Retirement Fund
New York
$4.84M -$109K -478 -2%
MIM
85
MetLife Investment Management
New Jersey
$4.84M -$87.8K -385 -2%
CS
86
Credit Suisse
Switzerland
$4.76M -$33.1K -145 -0.7%
Ensign Peak Advisors
87
Ensign Peak Advisors
Utah
$4.46M – – –
HPIA
88
Hamilton Point Investment Advisors
North Carolina
$4.43M +$83.5K +366 +2%
AB
89
Amalgamated Bank
New York
$4.38M +$3.53M +15,494 +419%
ACM
90
Argent Capital Management
Missouri
$4.32M +$50.9K +223 +1%
Neuberger Berman Group
91
Neuberger Berman Group
New York
$4.26M +$54.3K +239 +1%
TPSF
92
Texas Permanent School Fund
Texas
$4.16M -$1.14K -5 -0%
Barclays
93
Barclays
United Kingdom
$3.91M -$840K -3,682 -18%
MWNA
94
Marshall Wace North America
New York
$3.85M +$542K +2,374 +16%
Chevy Chase Trust
95
Chevy Chase Trust
Maryland
$3.73M +$285K +1,247 +8%
Thrivent Financial for Lutherans
96
Thrivent Financial for Lutherans
Minnesota
$3.69M -$2.24M -9,821 -38%
State of New Jersey Common Pension Fund D
97
State of New Jersey Common Pension Fund D
New Jersey
$3.41M -$406K -1,780 -11%
CRC
98
Curi RMB Capital
Illinois
$3.23M +$2.03M +8,900 +170%
State of Tennessee, Department of Treasury
99
State of Tennessee, Department of Treasury
Tennessee
$3.13M – – –
First Trust Advisors
100
First Trust Advisors
Illinois
$3.08M -$421K -1,845 -12%
2 3
4
5 6