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Helen of Troy
HELE

Overview Fund Activity

269 hedge funds and large institutions have $4.74B invested in Helen of Troy in 2020 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 76 increasing their positions, 113 reducing their positions, and 37 closing their positions.

Holders
269
Holders Change
+7
Holders Change %
+2.67%
% of All Funds
5.53%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
46
Increased
76
Reduced
113
Closed
37
Calls
$21.6M
Puts
$13.2M
Net Calls
+$8.43M
Net Calls Change
+$2.22M

Top Buyers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$124M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$130M
3
CIP
3
Champlain Investment Partners
Vermont
$34.1M
4
Lazard Asset Management
4
Lazard Asset Management
New York
$28.7M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$334M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$89.3M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$374M
3
Wells Fargo
3
Wells Fargo
California
$80.5M
4
Northern Trust
4
Northern Trust
Illinois
$89.5M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$136M
Name Holding Trade Value Shares
Change 		Shares
Change %
State of New Jersey Common Pension Fund D
101
State of New Jersey Common Pension Fund D
New Jersey
$3.46M -$1.45M -7,710 -30%
Neuberger Berman Group
102
Neuberger Berman Group
New York
$3.39M +$3.39M +18,064 New
Ensign Peak Advisors
103
Ensign Peak Advisors
Utah
$3.34M – – –
Schroder Investment Management Group
104
Schroder Investment Management Group
United Kingdom
$3.22M +$1.67M +8,868 +108%
MWNA
105
Marshall Wace North America
New York
$2.84M +$2.84M +15,079 New
AQR Capital Management
106
AQR Capital Management
Connecticut
$2.83M -$4.63M -24,544 -62%
DA
107
Duality Advisers
Florida
$2.82M +$2.82M +14,978 New
UBS Group
108
UBS Group
Switzerland
$2.73M +$973K +5,159 +55%
State of Tennessee, Department of Treasury
109
State of Tennessee, Department of Treasury
Tennessee
$2.68M -$192K -1,021 -7%
Envestnet Asset Management
110
Envestnet Asset Management
Illinois
$2.64M -$18.5K -98 -0.7%
MSA
111
Mason Street Advisors
Wisconsin
$2.61M +$84.9K +450 +3%
HW
112
Hancock Whitney
Mississippi
$2.58M -$5.39M -28,613 -68%
Aviva
113
Aviva
United Kingdom
$2.58M -$652K -3,456 -20%
CCMG
114
Clark Capital Management Group
Pennsylvania
$2.44M -$2.04M -10,798 -46%
AMI
115
Amica Mutual Insurance
Rhode Island
$2.4M – – –
MLICM
116
Metropolitan Life Insurance Company (MetLife)
New York
$2.28M -$322K -1,707 -12%
MAP
117
Moody Aldrich Partners
Massachusetts
$2.16M +$2.16M +11,427 New
Man Group
118
Man Group
United Kingdom
$2.09M -$1.39M -7,388 -40%
State Board of Administration of Florida Retirement System
119
State Board of Administration of Florida Retirement System
Florida
$2.06M -$69.8K -370 -3%
Squarepoint
120
Squarepoint
New York
$1.96M +$1.61M +8,558 +465%
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
$1.94M – – –
AIP
122
Ameritas Investment Partners
Nebraska
$1.8M +$47.3K +251 +3%
OPERF
123
Oregon Public Employees Retirement Fund
Oregon
$1.76M -$18.9K -100 -1%
TRCT
124
Tower Research Capital (TRC)
New York
$1.74M +$1.74M +9,225 New
SOMRS
125
State of Michigan Retirement System
Michigan
$1.73M +$412K +2,183 +31%
3 4
5
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