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Helen of Troy

322 hedge funds and large institutions have $5.54B invested in Helen of Troy in 2021 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 89 increasing their positions, 144 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

4% less capital invested

Capital invested by funds: $5.76B → $5.54B (-$223M)

23% less call options, than puts

Call options by funds: $24.2M | Put options by funds: $31.3M

38% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 144

Holders
322
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$24.2M
Puts
$31.3M
Net Calls
Net Calls Change

Top Buyers

1 +$79.4M
2 +$43.4M
3 +$43.1M
4
Goldman Sachs
Goldman Sachs
New York
+$41.1M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$29.1M

Top Sellers

1 -$56.4M
2 -$30.9M
3 -$25.4M
4
Bank of America
Bank of America
North Carolina
-$22M
5
Invesco
Invesco
Georgia
-$20.2M
Name Holding Trade Value Shares
Change
Change in
Stake
126
$2.23M
127
$2.17M
128
$2.11M
129
$1.97M
130
$1.94M
131
$1.94M
132
$1.92M
133
$1.91M
134
$1.83M
135
$1.83M
136
$1.79M
137
$1.78M
138
$1.77M
139
$1.75M
140
$1.74M
141
$1.72M
142
$1.72M
143
$1.62M
144
$1.56M
145
$1.55M
146
$1.53M
147
$1.52M
148
$1.51M
149
$1.47M
150
$1.43M