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Helen of Troy
HELE

Overview Fund Activity

308 hedge funds and large institutions have $4.87B invested in Helen of Troy in 2020 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 94 increasing their positions, 112 reducing their positions, and 18 closing their positions.

Holders
308
Holders Change
+39
Holders Change %
+14.5%
% of All Funds
6.23%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
60
Increased
94
Reduced
112
Closed
18
Calls
$22.1M
Puts
$15.8M
Net Calls
+$6.27M
Net Calls Change
-$2.16M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$232M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$176M
3
Macquarie Group
3
Macquarie Group
Australia
$42.1M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$43.8M
5
EA
5
Emerald Advisers
Pennsylvania
$14.4M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$333M
2
CIP
2
Champlain Investment Partners
Vermont
$0
3
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$55.9M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$441M
5
BlackRock
5
BlackRock
New York
$548M
Name Holding Trade Value Shares
Change 		Shares
Change %
New York State Common Retirement Fund
101
New York State Common Retirement Fund
New York
$4.43M -$716K -3,700 -14%
ACM
102
Argent Capital Management
Missouri
$4.42M +$489K +2,529 +12%
MAP
103
Moody Aldrich Partners
Massachusetts
$4.36M +$2.14M +11,079 +97%
Capital Fund Management (CFM)
104
Capital Fund Management (CFM)
France
$4.16M +$4.16M +21,501 New
First Trust Advisors
105
First Trust Advisors
Illinois
$4.02M -$794K -4,102 -16%
CIP
106
Chartwell Investment Partners
Pennsylvania
$3.95M +$42.8K +221 +1%
AAMU
107
Amundi Asset Management US
Massachusetts
$3.87M -$24.4K -126 -0.6%
KOCAA
108
Knights of Columbus Asset Advisors
Connecticut
$3.72M +$57.3K +296 +2%
Marshall Wace
109
Marshall Wace
United Kingdom
$3.5M +$3.5M +18,077 New
Neuberger Berman Group
110
Neuberger Berman Group
New York
$3.48M – – –
State of New Jersey Common Pension Fund D
111
State of New Jersey Common Pension Fund D
New Jersey
$3.45M -$97.9K -506 -3%
Ensign Peak Advisors
112
Ensign Peak Advisors
Utah
$3.43M – – –
Barclays
113
Barclays
United Kingdom
$3.28M -$419K -2,165 -11%
DA
114
Duality Advisers
Florida
$3.11M +$213K +1,102 +7%
Envestnet Asset Management
115
Envestnet Asset Management
Illinois
$2.82M +$107K +553 +4%
AQR Capital Management
116
AQR Capital Management
Connecticut
$2.77M -$134K -694 -5%
State of Tennessee, Department of Treasury
117
State of Tennessee, Department of Treasury
Tennessee
$2.75M – – –
Squarepoint
118
Squarepoint
New York
$2.74M +$731K +3,775 +36%
Aviva
119
Aviva
United Kingdom
$2.65M – – –
MSA
120
Mason Street Advisors
Wisconsin
$2.62M -$54.4K -281 -2%
BA
121
Bridgewater Associates
Connecticut
$2.53M +$2.53M +13,065 New
CSS
122
Cubist Systematic Strategies
Connecticut
$2.48M +$1.58M +8,163 +176%
AMI
123
Amica Mutual Insurance
Rhode Island
$2.47M – – –
Bessemer Group
124
Bessemer Group
New Jersey
$2.46M -$15.2M -78,597 -86%
CCMG
125
Clark Capital Management Group
Pennsylvania
$2.34M -$158K -818 -6%
3 4
5
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