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Helen of Troy
HELE

Overview Fund Activity

279 hedge funds and large institutions have $5.74B invested in Helen of Troy in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 79 increasing their positions, 122 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
-7
Holders Change %
-2.45%
% of All Funds
4.9%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
26
Increased
79
Reduced
122
Closed
31
Calls
$31.3M
Puts
$26.9M
Net Calls
+$4.47M
Net Calls Change
-$5.82M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$120M
2
Capital International Investors
2
Capital International Investors
California
$231M
3
CB
3
Cooke & Bieler
Pennsylvania
$304M
4
Wells Fargo
4
Wells Fargo
California
$260M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$14.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$288M
2
BlackRock
2
BlackRock
New York
$574M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$483M
4
RI
4
Redwood Investments
Massachusetts
$0
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Holocene Advisors
101
Holocene Advisors
New York
$2.77M -$3.9M -17,380 -59%
SEI Investments
102
SEI Investments
Pennsylvania
$2.72M +$392K +1,767 +17%
Envestnet Asset Management
103
Envestnet Asset Management
Illinois
$2.44M -$274K -1,219 -10%
MAM
104
Martingale Asset Management
Massachusetts
$2.37M +$1.36M +6,049 +134%
NIG
105
NFJ Investment Group
Texas
$2.37M -$561K -2,499 -19%
N
106
Natixis
France
$2.36M – – –
UBS Group
107
UBS Group
Switzerland
$2.36M +$10.8K +48 +0.5%
MLICM
108
Metropolitan Life Insurance Company (MetLife)
New York
$2.29M -$85.2K -379 -4%
HW
109
Hancock Whitney
Mississippi
$2.28M -$5.62K -25 -0.2%
Chevy Chase Trust
110
Chevy Chase Trust
Maryland
$2.2M -$1.48M -6,573 -40%
AAM
111
Azzad Asset Management
Virginia
$2.19M -$352K -1,568 -14%
AQR Capital Management
112
AQR Capital Management
Connecticut
$2.16M -$129K -576 -6%
VOYA Investment Management
113
VOYA Investment Management
Georgia
$2.12M -$52.6K -234 -2%
State Board of Administration of Florida Retirement System
114
State Board of Administration of Florida Retirement System
Florida
$1.87M – – –
AIP
115
Ameritas Investment Partners
Nebraska
$1.86M -$57.7K -257 -3%
OPERF
116
Oregon Public Employees Retirement Fund
Oregon
$1.85M -$24.5K -109 -1%
WT
117
Whittier Trust
California
$1.83M +$88.7K +395 +5%
COPPSERS
118
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.79M -$41.1K -183 -2%
OC
119
Oarsman Capital
Wisconsin
$1.77M -$110K -490 -6%
ACM
120
AlphaCrest Capital Management
New York
$1.74M +$698K +3,106 +67%
SIA
121
Sit Investment Associates
Minnesota
$1.61M – – –
Tudor Investment Corp
122
Tudor Investment Corp
Connecticut
$1.59M +$1.59M +7,093 New
US Bancorp
123
US Bancorp
Minnesota
$1.57M -$3.37K -15 -0.2%
Jane Street
124
Jane Street
New York
$1.56M +$368K +1,637 +31%
M&T Bank
125
M&T Bank
New York
$1.55M – – –
3 4
5
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