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Helen of Troy
HELE

Overview Fund Activity

308 hedge funds and large institutions have $5.76B invested in Helen of Troy in 2020 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 101 increasing their positions, 126 reducing their positions, and 46 closing their positions.

Holders
308
Holders Change
–
Holders Change %
0%
% of All Funds
5.46%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
46
Increased
101
Reduced
126
Closed
46
Calls
$28.7M
Puts
$58.1M
Net Calls
-$29.4M
Net Calls Change
-$35.7M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$113M
2
Capital World Investors
2
Capital World Investors
California
$71.7M
3
Capital International Investors
3
Capital International Investors
California
$53.5M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$419M
5
Wells Fargo
5
Wells Fargo
California
$139M

Top Sellers

1
RCAMU
1
Rothschild & Co Asset Management US
Connecticut
$0
2
CB
2
Cooke & Bieler
Pennsylvania
$162M
3
Victory Capital Management
3
Victory Capital Management
Texas
$71.7M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$34.5M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$27.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
101
Argent Capital Management
Missouri
$4.2M -$878K -3,950 -17%
Neuberger Berman Group
102
Neuberger Berman Group
New York
$4M – – –
Ensign Peak Advisors
103
Ensign Peak Advisors
Utah
$3.94M – – –
First Trust Advisors
104
First Trust Advisors
Illinois
$3.91M -$709K -3,190 -15%
State of New Jersey Common Pension Fund D
105
State of New Jersey Common Pension Fund D
New Jersey
$3.85M -$108K -484 -3%
UBS Group
106
UBS Group
Switzerland
$3.64M -$6.42M -28,876 -64%
AQR Capital Management
107
AQR Capital Management
Connecticut
$3.59M +$421K +1,906 +13%
State of Tennessee, Department of Treasury
108
State of Tennessee, Department of Treasury
Tennessee
$3.3M +$149K +672 +5%
AACP
109
Advantage Alpha Capital Partners
California
$3.3M +$3.3M +14,866 New
Envestnet Asset Management
110
Envestnet Asset Management
Illinois
$3.22M -$16.7K -75 -0.5%
Baird Financial Group
111
Baird Financial Group
Wisconsin
$3.11M +$3.11M +13,997 New
CII
112
Capital International Inc
California
$3.08M +$3.08M +13,876 New
Aviva
113
Aviva
United Kingdom
$3.04M – – –
MSA
114
Mason Street Advisors
Wisconsin
$3.01M -$2.89K -13 -0.1%
AMI
115
Amica Mutual Insurance
Rhode Island
$2.83M – – –
MWNA
116
Marshall Wace North America
New York
$2.72M -$3.3M -14,865 -55%
HW
117
Hancock Whitney
Mississippi
$2.6M -$54.9K -247 -2%
CCMG
118
Clark Capital Management Group
Pennsylvania
$2.59M -$98.7K -444 -4%
FP
119
Foundry Partners
Minnesota
$2.59M +$246K +1,109 +10%
CSS
120
Cubist Systematic Strategies
Connecticut
$2.5M -$350K -1,575 -12%
MLICM
121
Metropolitan Life Insurance Company (MetLife)
New York
$2.47M -$29.3K -132 -1%
Man Group
122
Man Group
United Kingdom
$2.39M +$85.3K +384 +4%
Barclays
123
Barclays
United Kingdom
$2.39M -$1.38M -6,222 -37%
US Bancorp
124
US Bancorp
Minnesota
$2.39M +$133K +600 +6%
AG
125
Algert Global
California
$2.37M +$2.37M +10,644 New
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5
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