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Helen of Troy
HELE

Overview Fund Activity

286 hedge funds and large institutions have $5.71B invested in Helen of Troy in 2021 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 84 increasing their positions, 134 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
-36
Holders Change %
-11.18%
% of All Funds
4.99%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
18
Increased
84
Reduced
134
Closed
53
Calls
$31.2M
Puts
$20.9M
Net Calls
+$10.3M
Net Calls Change
+$17.4M

Top Buyers

1
CB
1
Cooke & Bieler
Pennsylvania
$272M
2
Capital International Investors
2
Capital International Investors
California
$157M
3
Capital World Investors
3
Capital World Investors
California
$155M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$504M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$330M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$29.5M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$23.3M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$66.6M
4
BlackRock
4
BlackRock
New York
$601M
5
William Blair Investment Management
5
William Blair Investment Management
Illinois
$176M
Name Holding Trade Value Shares
Change 		Shares
Change %
COPPSERS
126
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.86M +$1.37K +6 +0.1%
WT
127
Whittier Trust
California
$1.77M +$173K +759 +11%
Citigroup
128
Citigroup
New York
$1.73M -$24.9K -109 -1%
SIA
129
Sit Investment Associates
Minnesota
$1.63M -$348K -1,525 -18%
US Bancorp
130
US Bancorp
Minnesota
$1.59M -$58.4K -256 -4%
CAM
131
Congress Asset Management
Massachusetts
$1.59M -$8.56M -37,521 -84%
M&T Bank
132
M&T Bank
New York
$1.58M +$85.6K +375 +6%
NIPH
133
NN Investment Partners Holdings
Netherlands
$1.55M – – –
ASRS
134
Arizona State Retirement System
Arizona
$1.51M -$171K -749 -10%
LSERS
135
Louisiana State Employees Retirement System
Louisiana
$1.44M – – –
AG
136
Algert Global
California
$1.42M -$1.94M -8,494 -58%
SOMRS
137
State of Michigan Retirement System
Michigan
$1.41M -$661K -2,900 -32%
SGI
138
Summit Global Investments
Utah
$1.35M +$199K +872 +17%
Stifel Financial
139
Stifel Financial
Missouri
$1.31M -$17.8K -78 -1%
Jane Street
140
Jane Street
New York
$1.21M -$673K -2,949 -36%
E
141
Ergoteles
New York
$1.21M -$13.7K -60 -1%
DSC
142
Duncker Streett & Co
Missouri
$1.2M +$130K +572 +12%
NMERB
143
New Mexico Educational Retirement Board
New Mexico
$1.16M +$160K +700 +16%
Susquehanna International Group
144
Susquehanna International Group
Pennsylvania
$1.13M +$646K +2,832 +133%
HEIP
145
Hudson Edge Investment Partners
New Jersey
$1.11M +$239K +1,046 +27%
GC
146
Guggenheim Capital
Illinois
$1.1M +$14.1K +62 +1%
VRS
147
Virginia Retirement Systems
Virginia
$1.1M -$114K -500 -9%
PAM
148
Panagora Asset Management
Massachusetts
$1.09M +$474K +2,079 +77%
KeyBank National Association
149
KeyBank National Association
Ohio
$1.08M -$162K -710 -13%
P8IP
150
Pier 88 Investment Partners
California
$1.07M -$108K -475 -9%
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