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Helen of Troy
HELE

Overview Fund Activity

322 hedge funds and large institutions have $5.54B invested in Helen of Troy in 2021 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 89 increasing their positions, 144 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
+14
Holders Change %
+4.55%
% of All Funds
5.67%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
54
Increased
89
Reduced
144
Closed
39
Calls
$24.2M
Puts
$31.3M
Net Calls
-$7.1M
Net Calls Change
+$22.3M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$211M
2
Capital International Investors
2
Capital International Investors
California
$94.1M
3
CB
3
Cooke & Bieler
Pennsylvania
$197M
4
Goldman Sachs
4
Goldman Sachs
New York
$148M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$426M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$13.1M
2
State Street
2
State Street
Massachusetts
$157M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$368K
4
Bank of America
4
Bank of America
North Carolina
$45.1M
5
Invesco
5
Invesco
Georgia
$11.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
101
Argent Capital Management
Missouri
$3.94M -$39.8K -189 -1%
Neuberger Berman Group
102
Neuberger Berman Group
New York
$3.89M +$97.6K +465 +3%
TPSF
103
Texas Permanent School Fund
Texas
$3.84M -$449K -2,131 -10%
State of New Jersey Common Pension Fund D
104
State of New Jersey Common Pension Fund D
New Jersey
$3.53M -$126K -598 -3%
Citadel Advisors
105
Citadel Advisors
Florida
$3.5M -$611K -2,902 -15%
UBS Group
106
UBS Group
Switzerland
$3.45M -$2.95K -14 -0.1%
Two Sigma Investments
107
Two Sigma Investments
New York
$3.41M +$3.41M +16,174 New
First Trust Advisors
108
First Trust Advisors
Illinois
$3.24M -$472K -2,240 -13%
Chevy Chase Trust
109
Chevy Chase Trust
Maryland
$3.18M +$3.18M +15,110 New
AG
110
Algert Global
California
$3.1M +$862K +4,090 +38%
Envestnet Asset Management
111
Envestnet Asset Management
Illinois
$3.05M +$2.74K +13 +0.1%
MWNA
112
Marshall Wace North America
New York
$3.05M +$478K +2,270 +19%
NIG
113
NFJ Investment Group
Texas
$3.03M +$3.03M +14,392 New
State of Tennessee, Department of Treasury
114
State of Tennessee, Department of Treasury
Tennessee
$2.89M -$240K -1,137 -8%
AQR Capital Management
115
AQR Capital Management
Connecticut
$2.87M -$547K -2,597 -16%
Baird Financial Group
116
Baird Financial Group
Wisconsin
$2.86M -$87.4K -415 -3%
CII
117
Capital International Inc
California
$2.83M -$92.7K -440 -3%
AMI
118
Amica Mutual Insurance
Rhode Island
$2.54M -$146K -695 -5%
Man Group
119
Man Group
United Kingdom
$2.5M +$235K +1,116 +10%
N
120
Natixis
France
$2.49M +$1.3M +6,164 +109%
AAM
121
Arabesque Asset Management
United Kingdom
$2.43M +$385K +1,828 +19%
Aviva
122
Aviva
United Kingdom
$2.38M -$503K -2,389 -17%
Tudor Investment Corp
123
Tudor Investment Corp
Connecticut
$2.34M +$1.54M +7,315 +192%
SEI Investments
124
SEI Investments
Pennsylvania
$2.29M +$621K +2,920 +37%
HW
125
Hancock Whitney
Mississippi
$2.28M -$180K -854 -7%
3 4
5
6 7