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Helen of Troy
HELE

Overview Fund Activity

262 hedge funds and large institutions have $3.64B invested in Helen of Troy in 2020 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 87 increasing their positions, 90 reducing their positions, and 52 closing their positions.

Holders
262
Holders Change
-10
Holders Change %
-3.68%
% of All Funds
5.79%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
45
Increased
87
Reduced
90
Closed
52
Calls
$18.2M
Puts
$12M
Net Calls
+$6.22M
Net Calls Change
+$3.77M

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$142M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$72.3M
3
Goldman Sachs
3
Goldman Sachs
New York
$37.9M
4
Brown Advisory
4
Brown Advisory
Maryland
$22.6M
5
Robeco Institutional Asset Management
5
Robeco Institutional Asset Management
Netherlands
$22.2M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$328M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$0
3
Invesco
3
Invesco
Georgia
$9.57M
4
Stifel Financial
4
Stifel Financial
Missouri
$1.28M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Aviva
101
Aviva
United Kingdom
$2.47M 17,126 -743 -4%
BCIM
102
British Columbia Investment Management
British Columbia, Canada
$2.35M 16,300 +16,300 New
SCP
103
Seizert Capital Partners
Michigan
$2.31M 16,052 +2,616 +19%
ACM
104
Argent Capital Management
Missouri
$2.3M 15,997 +6,073 +61%
Bank of Montreal
105
Bank of Montreal
Ontario, Canada
$2.25M 17,802 +11,253 +172%
Citadel Advisors
106
Citadel Advisors
Florida
$2.19M 15,222 +13,154 +636%
State of Tennessee, Department of Treasury
107
State of Tennessee, Department of Treasury
Tennessee
$2.19M 15,220 +1,423 +10%
Acadian Asset Management
108
Acadian Asset Management
Massachusetts
$2.04M 14,193 +12,718 +862%
Envestnet Asset Management
109
Envestnet Asset Management
Illinois
$2.03M 14,103 +3,489 +33%
MLICM
110
Metropolitan Life Insurance Company (MetLife)
New York
$1.99M 13,789 -251 -2%
Carson Wealth (CWM LLC)
111
Carson Wealth (CWM LLC)
Nebraska
$1.94M 8,484 – –
MSA
112
Mason Street Advisors
Wisconsin
$1.93M 13,384 – –
AMI
113
Amica Mutual Insurance
Rhode Island
$1.84M 12,737 – –
3C
114
361 Capital
Colorado
$1.64M 11,376 -1,643 -13%
State Board of Administration of Florida Retirement System
115
State Board of Administration of Florida Retirement System
Florida
$1.62M 11,273 -110 -1%
ZIM
116
Zacks Investment Management
Illinois
$1.53M 10,608 +2,052 +24%
SO
117
STRS Ohio
Ohio
$1.37M 9,500 -300 -3%
OPERF
118
Oregon Public Employees Retirement Fund
Oregon
$1.36M 9,437 -70 -0.7%
UBS Group
119
UBS Group
Switzerland
$1.34M 9,301 -57,569 -86%
AIP
120
Ameritas Investment Partners
Nebraska
$1.34M 9,287 -4 -0%
BC
121
Burney Company
Virginia
$1.33M 9,203 -2,588 -22%
PNC Financial Services Group
122
PNC Financial Services Group
Pennsylvania
$1.32M 9,161 -721 -7%
DIA
123
Dana Investment Advisors
Wisconsin
$1.32M 9,155 +9,155 New
CEP
124
Chicago Equity Partners
Illinois
$1.31M 9,110 +790 +9%
Stifel Financial
125
Stifel Financial
Missouri
$1.28M 8,760 -92,494 -91%
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5
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