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Helen of Troy
HELE

Overview Fund Activity

279 hedge funds and large institutions have $5.74B invested in Helen of Troy in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 79 increasing their positions, 122 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
-7
Holders Change %
-2.45%
% of All Funds
4.9%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
26
Increased
79
Reduced
122
Closed
31
Calls
$31.3M
Puts
$26.9M
Net Calls
+$4.47M
Net Calls Change
-$5.82M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$120M
2
Capital International Investors
2
Capital International Investors
California
$231M
3
CB
3
Cooke & Bieler
Pennsylvania
$304M
4
Wells Fargo
4
Wells Fargo
California
$260M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$14.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$288M
2
BlackRock
2
BlackRock
New York
$574M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$483M
4
RI
4
Redwood Investments
Massachusetts
$0
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HF
76
HRT Financial
New York
$5.97M +$3.87M +17,210 +184%
Millennium Management
77
Millennium Management
New York
$5.91M +$789K +3,511 +15%
LPL Financial
78
LPL Financial
California
$5.52M +$42.7K +190 +0.8%
New York State Teachers Retirement System (NYSTRS)
79
New York State Teachers Retirement System (NYSTRS)
New York
$5.47M +$116K +518 +2%
JIR
80
James Investment Research
Ohio
$5.33M -$5.21M -23,182 -49%
CS
81
Credit Suisse
Switzerland
$5.21M +$519K +2,309 +11%
EAM
82
EULAV Asset Management
Florida
$5.17M – – –
MOACM
83
Mutual of America Capital Management
New York
$4.78M -$14.8K -66 -0.3%
First Trust Advisors
84
First Trust Advisors
Illinois
$4.77M +$1.73M +7,688 +57%
MIM
85
MetLife Investment Management
New Jersey
$4.48M -$287K -1,278 -6%
HPIA
86
Hamilton Point Investment Advisors
North Carolina
$4.47M +$100K +446 +2%
Ensign Peak Advisors
87
Ensign Peak Advisors
Utah
$4.39M – – –
ACM
88
Argent Capital Management
Missouri
$4.31M +$56.4K +251 +1%
Neuberger Berman Group
89
Neuberger Berman Group
New York
$4.23M +$94.1K +427 +2%
TPSF
90
Texas Permanent School Fund
Texas
$4.01M -$88.5K -394 -2%
RJA
91
Raymond James & Associates
Florida
$3.94M -$3.23M -14,365 -45%
New York State Common Retirement Fund
92
New York State Common Retirement Fund
New York
$3.9M -$869K -3,868 -18%
AB
93
Amalgamated Bank
New York
$3.84M -$468K -2,081 -11%
State of New Jersey Common Pension Fund D
94
State of New Jersey Common Pension Fund D
New Jersey
$3.29M -$70.8K -315 -2%
Aviva
95
Aviva
United Kingdom
$3.1M +$570K +2,536 +22%
CRC
96
Curi RMB Capital
Illinois
$3.07M -$107K -476 -3%
Baird Financial Group
97
Baird Financial Group
Wisconsin
$3.06M +$399K +1,777 +15%
CII
98
Capital International Inc
California
$2.98M – – –
SG Americas Securities
99
SG Americas Securities
New York
$2.86M +$12.6K +56 +0.4%
State of Tennessee, Department of Treasury
100
State of Tennessee, Department of Treasury
Tennessee
$2.81M -$280K -1,244 -9%
2 3
4
5 6