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Helen of Troy
HELE

Overview Fund Activity

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
Holders
322
Holders Change
+14
Holders Change %
+4.55%
% of All Funds
5.67%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
54
Increased
89
Reduced
144
Closed
39
Calls
$24.2M
Puts
$31.3M
Net Calls
-$7.1M
Net Calls Change
+$22.3M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$211M
2
Capital International Investors
2
Capital International Investors
California
$94.1M
3
CB
3
Cooke & Bieler
Pennsylvania
$197M
4
Goldman Sachs
4
Goldman Sachs
New York
$148M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$426M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$13.1M
2
State Street
2
State Street
Massachusetts
$157M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$368K
4
Bank of America
4
Bank of America
North Carolina
$45.1M
5
Invesco
5
Invesco
Georgia
$11.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MLICM
126
Metropolitan Life Insurance Company (MetLife)
New York
$2.23M -$118K -561 -5%
AAM
127
Azzad Asset Management
Virginia
$2.17M +$2.17M +10,289 New
DDPIC
128
Deroy & Devereaux Private Investment Counsel
Michigan
$2.11M -$28.4K -135 -1%
Balyasny Asset Management
129
Balyasny Asset Management
Illinois
$1.97M +$1.97M +9,355 New
OC
130
Oarsman Capital
Wisconsin
$1.94M -$236K -1,121 -11%
Carson Wealth (CWM LLC)
131
Carson Wealth (CWM LLC)
Nebraska
$1.94M – – –
FP
132
Foundry Partners
Minnesota
$1.92M -$536K -2,544 -22%
SOMRS
133
State of Michigan Retirement System
Michigan
$1.91M -$42.1K -200 -2%
SIA
134
Sit Investment Associates
Minnesota
$1.83M -$346K -1,640 -16%
AIP
135
Ameritas Investment Partners
Nebraska
$1.83M -$94.4K -448 -5%
ProShare Advisors
136
ProShare Advisors
Maryland
$1.79M +$174K +826 +11%
Federated Hermes
137
Federated Hermes
Pennsylvania
$1.78M -$144K -682 -7%
OPERF
138
Oregon Public Employees Retirement Fund
Oregon
$1.77M – – –
State Board of Administration of Florida Retirement System
139
State Board of Administration of Florida Retirement System
Florida
$1.76M -$419K -1,990 -19%
Jane Street
140
Jane Street
New York
$1.74M +$346K +1,644 +25%
DA
141
Duality Advisers
Florida
$1.72M +$1.31M +6,214 +321%
COPPSERS
142
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.72M -$68.9K -327 -4%
Citigroup
143
Citigroup
New York
$1.62M -$4.6M -21,843 -74%
OAM
144
Origin Asset Management
United Kingdom
$1.56M -$63.2K -300 -4%
ASRS
145
Arizona State Retirement System
Arizona
$1.56M +$7.59K +36 +0.5%
US Bancorp
146
US Bancorp
Minnesota
$1.53M -$736K -3,494 -33%
CSS
147
Cubist Systematic Strategies
Connecticut
$1.52M -$846K -4,015 -36%
AC
148
Athanor Capital
New York
$1.51M -$440K -2,086 -23%
WT
149
Whittier Trust
California
$1.47M +$152K +720 +12%
NIPH
150
NN Investment Partners Holdings
Netherlands
$1.43M +$1.43M +6,800 New
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