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Helen of Troy
HELE

Overview Fund Activity

269 hedge funds and large institutions have $4.74B invested in Helen of Troy in 2020 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 76 increasing their positions, 113 reducing their positions, and 37 closing their positions.

Holders
269
Holders Change
+7
Holders Change %
+2.67%
% of All Funds
5.53%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
46
Increased
76
Reduced
113
Closed
37
Calls
$21.6M
Puts
$13.2M
Net Calls
+$8.43M
Net Calls Change
+$2.22M

Top Buyers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$124M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$130M
3
CIP
3
Champlain Investment Partners
Vermont
$34.1M
4
Lazard Asset Management
4
Lazard Asset Management
New York
$28.7M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$334M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$89.3M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$374M
3
Wells Fargo
3
Wells Fargo
California
$80.5M
4
Northern Trust
4
Northern Trust
Illinois
$89.5M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$136M
Name Holding Trade Value Shares
Change 		Shares
Change %
Point72 Asset Management
126
Point72 Asset Management
Connecticut
$1.73M +$1.73M +9,150 New
Tudor Investment Corp
127
Tudor Investment Corp
Connecticut
$1.65M +$1.65M +8,759 New
DIA
128
Dana Investment Advisors
Wisconsin
$1.59M -$134K -709 -8%
OC
129
Oarsman Capital
Wisconsin
$1.59M -$86.4K -458 -5%
Federated Hermes
130
Federated Hermes
Pennsylvania
$1.56M -$101K -538 -6%
M&T Bank
131
M&T Bank
New York
$1.55M +$353K +1,873 +30%
Stifel Financial
132
Stifel Financial
Missouri
$1.52M -$131K -697 -8%
SGA
133
Strategic Global Advisors
California
$1.51M +$192K +1,018 +15%
DDPIC
134
Deroy & Devereaux Private Investment Counsel
Michigan
$1.49M +$1.49M +7,900 New
VRS
135
Virginia Retirement Systems
Virginia
$1.34M -$207K -1,100 -13%
US Bancorp
136
US Bancorp
Minnesota
$1.32M -$225K -1,194 -15%
Thrivent Financial for Lutherans
137
Thrivent Financial for Lutherans
Minnesota
$1.32M +$75.1K +398 +6%
AIL
138
AGF Investments LLC
Ontario, Canada
$1.3M +$448K +2,375 +53%
BC
139
Burney Company
Virginia
$1.2M -$531K -2,817 -31%
LSERS
140
Louisiana State Employees Retirement System
Louisiana
$1.19M +$37.7K +200 +3%
DCM
141
Dupont Capital Management
Delaware
$1.15M -$111K -587 -9%
Nisa Investment Advisors
142
Nisa Investment Advisors
Missouri
$1.15M -$72.6K -385 -6%
NMERB
143
New Mexico Educational Retirement Board
New Mexico
$1.13M – – –
Bank of Montreal
144
Bank of Montreal
Ontario, Canada
$1.1M -$2.55M -12,440 -70%
ASRS
145
Arizona State Retirement System
Arizona
$1.07M -$42.8K -227 -4%
WT
146
Whittier Trust
California
$1.06M -$13.2K -70 -1%
COPPSERS
147
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.01M -$109K -579 -10%
KeyBank National Association
148
KeyBank National Association
Ohio
$998K +$51.1K +271 +5%
DWA
149
Dorsey Wright & Associates
California
$989K +$989K +5,290 New
CCI
150
Columbus Circle Investors
$981K -$108K -571 -10%
4 5
6
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