HELE icon

Helen of Troy
HELE

Overview Fund Activity

308 hedge funds and large institutions have $5.76B invested in Helen of Troy in 2020 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 101 increasing their positions, 126 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
Holders Change
–
Holders Change %
0%
% of All Funds
5.46%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
46
Increased
101
Reduced
126
Closed
46
Calls
$28.7M
Puts
$58.1M
Net Calls
-$29.4M
Net Calls Change
-$35.7M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$113M
2
Capital World Investors
Capital World Investors
California
$71.7M
3
Capital International Investors
Capital International Investors
California
$53.5M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$419M
5
Wells Fargo
Wells Fargo
California
$139M

Top Sellers

1
RCAMU
Rothschild & Co Asset Management US
Connecticut
$0
2
CB
Cooke & Bieler
Pennsylvania
$162M
3
Victory Capital Management
Victory Capital Management
Texas
$71.7M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$34.5M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$27.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
State Board of Administration of Florida Retirement System
126
State Board of Administration of Florida Retirement System
Florida
$2.29M -$129K -580 -5%
OC
127
Oarsman Capital
Wisconsin
$2.29M +$406K +1,829 +22%
SIA
128
Sit Investment Associates
Minnesota
$2.29M +$689K +3,100 +43%
DDPIC
129
Deroy & Devereaux Private Investment Counsel
Michigan
$2.26M +$467K +2,100 +26%
AAM
130
Arabesque Asset Management
United Kingdom
$2.15M -$525K -2,364 -20%
SOMRS
131
State of Michigan Retirement System
Michigan
$2.06M +$22.2K +100 +1%
AC
132
Athanor Capital
New York
$2.06M +$491K +2,211 +31%
Federated Hermes
133
Federated Hermes
Pennsylvania
$2.03M -$252K -1,134 -11%
AIP
134
Ameritas Investment Partners
Nebraska
$2.03M -$44.2K -199 -2%
Carson Wealth (CWM LLC)
135
Carson Wealth (CWM LLC)
Nebraska
$1.94M – – –
COPPSERS
136
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.88M +$77.8K +350 +4%
OPERF
137
Oregon Public Employees Retirement Fund
Oregon
$1.87M -$26.4K -119 -1%
VRS
138
Virginia Retirement Systems
Virginia
$1.87M -$44.4K -200 -2%
SEI Investments
139
SEI Investments
Pennsylvania
$1.75M -$6.84M -30,734 -80%
OAM
140
Origin Asset Management
United Kingdom
$1.71M – – –
ProShare Advisors
141
ProShare Advisors
Maryland
$1.7M +$618K +2,782 +57%
ASRS
142
Arizona State Retirement System
Arizona
$1.63M -$60.4K -272 -4%
M&T Bank
143
M&T Bank
New York
$1.56M +$5.78K +26 +0.4%
Stifel Financial
144
Stifel Financial
Missouri
$1.54M -$227K -1,021 -13%
Nisa Investment Advisors
145
Nisa Investment Advisors
Missouri
$1.52M +$33.3K +150 +2%
Bank of Montreal
146
Bank of Montreal
Ontario, Canada
$1.51M +$589K +2,791 +64%
SGI
147
Summit Global Investments
Utah
$1.51M +$550K +2,476 +58%
BNP Paribas Financial Markets
148
BNP Paribas Financial Markets
France
$1.47M +$418K +1,880 +40%
Jane Street
149
Jane Street
New York
$1.47M -$3.71M -16,699 -72%
LSERS
150
Louisiana State Employees Retirement System
Louisiana
$1.4M – – –
4 5
6
7 8