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Helen of Troy
HELE

Overview Fund Activity

308 hedge funds and large institutions have $4.87B invested in Helen of Troy in 2020 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 94 increasing their positions, 112 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
Holders Change
+39
Holders Change %
+14.5%
% of All Funds
6.23%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
60
Increased
94
Reduced
112
Closed
18
Calls
$22.1M
Puts
$15.8M
Net Calls
+$6.27M
Net Calls Change
-$2.16M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$232M
2
William Blair Investment Management
William Blair Investment Management
Illinois
$176M
3
Macquarie Group
Macquarie Group
Australia
$42.1M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$43.8M
5
EA
Emerald Advisers
Pennsylvania
$14.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$333M
2
CIP
Champlain Investment Partners
Vermont
$0
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$55.9M
4
Vanguard Group
Vanguard Group
Pennsylvania
$441M
5
BlackRock
BlackRock
New York
$548M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
126
Arabesque Asset Management
United Kingdom
$2.33M +$2.33M +12,053 New
HW
127
Hancock Whitney
Mississippi
$2.31M -$343K -1,770 -13%
GAM
128
Gotham Asset Management
New York
$2.28M +$1.54M +7,935 +207%
MLICM
129
Metropolitan Life Insurance Company (MetLife)
New York
$2.18M -$160K -826 -7%
State Board of Administration of Florida Retirement System
130
State Board of Administration of Florida Retirement System
Florida
$2.11M – – –
FP
131
Foundry Partners
Minnesota
$2.04M +$2.04M +10,563 New
BMO
132
Beck Mack & Oliver
New York
$2.03M +$1.74M +9,000 +600%
Schroder Investment Management Group
133
Schroder Investment Management Group
United Kingdom
$2.02M -$1.4M -6,980 -41%
Man Group
134
Man Group
United Kingdom
$2.01M -$132K -681 -6%
Federated Hermes
135
Federated Hermes
Pennsylvania
$1.99M +$384K +1,983 +24%
Balyasny Asset Management
136
Balyasny Asset Management
Illinois
$1.96M +$1.96M +10,138 New
US Bancorp
137
US Bancorp
Minnesota
$1.96M +$607K +3,138 +45%
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$1.94M – – –
Citadel Advisors
139
Citadel Advisors
Florida
$1.88M +$1.88M +9,717 New
HF
140
HRT Financial
New York
$1.84M +$1.84M +9,514 New
SG Americas Securities
141
SG Americas Securities
New York
$1.83M +$1.16M +5,981 +171%
AIP
142
Ameritas Investment Partners
Nebraska
$1.81M -$41.2K -213 -2%
SOMRS
143
State of Michigan Retirement System
Michigan
$1.78M – – –
VRS
144
Virginia Retirement Systems
Virginia
$1.66M +$290K +1,500 +21%
OPERF
145
Oregon Public Employees Retirement Fund
Oregon
$1.65M -$155K -800 -9%
OC
146
Oarsman Capital
Wisconsin
$1.64M +$15.7K +81 +1%
DIA
147
Dana Investment Advisors
Wisconsin
$1.61M -$28.4K -147 -2%
PP
148
Paloma Partners
Connecticut
$1.6M +$1.6M +8,287 New
COPPSERS
149
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.57M +$537K +2,775 +52%
DDPIC
150
Deroy & Devereaux Private Investment Counsel
Michigan
$1.56M +$29K +150 +2%
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