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Helen of Troy
HELE

Overview Fund Activity

262 hedge funds and large institutions have $3.64B invested in Helen of Troy in 2020 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 87 increasing their positions, 90 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
262
Holders Change
-10
Holders Change %
-3.68%
% of All Funds
5.79%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
45
Increased
87
Reduced
90
Closed
52
Calls
$18.2M
Puts
$12M
Net Calls
+$6.22M
Net Calls Change
+$3.77M

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$142M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$72.3M
3
Goldman Sachs
3
Goldman Sachs
New York
$37.9M
4
Brown Advisory
4
Brown Advisory
Maryland
$22.6M
5
Robeco Institutional Asset Management
5
Robeco Institutional Asset Management
Netherlands
$22.2M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$328M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$0
3
Invesco
3
Invesco
Georgia
$9.57M
4
Stifel Financial
4
Stifel Financial
Missouri
$1.28M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
126
Oarsman Capital
Wisconsin
$1.28M -$778K -5,401 -38%
Federated Hermes
127
Federated Hermes
Pennsylvania
$1.27M +$57.2K +397 +5%
BFA
128
Brendel Financial Advisors
New Hampshire
$1.23M -$111K -774 -8%
Polen Capital Management
129
Polen Capital Management
Florida
$1.19M +$1.19M +8,280 New
VRS
130
Virginia Retirement Systems
Virginia
$1.18M -$101K -700 -8%
US Bancorp
131
US Bancorp
Minnesota
$1.18M -$53.3K -370 -4%
SSA
132
Schonfeld Strategic Advisors
New York
$1.14M +$1.14M +7,896 New
Schroder Investment Management Group
133
Schroder Investment Management Group
United Kingdom
$1.13M -$2.99M -21,699 -73%
HSBC Holdings
134
HSBC Holdings
United Kingdom
$1.05M -$717K -5,094 -41%
Susquehanna International Group
135
Susquehanna International Group
Pennsylvania
$1.04M +$708K +4,912 +210%
SOMRS
136
State of Michigan Retirement System
Michigan
$1.01M -$57.6K -400 -5%
SGA
137
Strategic Global Advisors
California
$1.01M +$1.01M +6,986 New
DCM
138
Dupont Capital Management
Delaware
$965K -$308K -2,135 -24%
Thrivent Financial for Lutherans
139
Thrivent Financial for Lutherans
Minnesota
$947K – – –
Nisa Investment Advisors
140
Nisa Investment Advisors
Missouri
$934K -$2.88K -20 -0.3%
M&T Bank
141
M&T Bank
New York
$910K – – –
MUAMU
142
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$907K +$907K +6,300 New
AR
143
Advisory Research
Illinois
$903K +$11.7K +81 +1%
Janney Montgomery Scott
144
Janney Montgomery Scott
Pennsylvania
$887K -$14.4K -100 -2%
Truist Financial
145
Truist Financial
North Carolina
$887K -$5.04K -35 -0.6%
LSERS
146
Louisiana State Employees Retirement System
Louisiana
$879K – – –
SG Americas Securities
147
SG Americas Securities
New York
$877K +$112K +779 +15%
Coatue Management
148
Coatue Management
New York
$867K +$867K +6,023 New
NMERB
149
New Mexico Educational Retirement Board
New Mexico
$864K +$230K +1,600 +36%
COPPSERS
150
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$853K +$214K +1,482 +33%
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