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Helen of Troy
HELE

Overview Fund Activity

279 hedge funds and large institutions have $5.74B invested in Helen of Troy in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 79 increasing their positions, 122 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
-7
Holders Change %
-2.45%
% of All Funds
4.9%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
26
Increased
79
Reduced
122
Closed
31
Calls
$31.3M
Puts
$26.9M
Net Calls
+$4.47M
Net Calls Change
-$5.82M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$120M
2
Capital International Investors
2
Capital International Investors
California
$231M
3
CB
3
Cooke & Bieler
Pennsylvania
$304M
4
Wells Fargo
4
Wells Fargo
California
$260M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$14.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$288M
2
BlackRock
2
BlackRock
New York
$574M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$483M
4
RI
4
Redwood Investments
Massachusetts
$0
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
126
Congress Asset Management
Massachusetts
$1.55M -$13.3K -59 -0.8%
ASRS
127
Arizona State Retirement System
Arizona
$1.5M +$6.51K +29 +0.4%
E
128
Ergoteles
New York
$1.45M +$261K +1,162 +22%
SGI
129
Summit Global Investments
Utah
$1.42M +$92.6K +412 +7%
Thrivent Financial for Lutherans
130
Thrivent Financial for Lutherans
Minnesota
$1.42M -$2.22M -9,889 -61%
LSERS
131
Louisiana State Employees Retirement System
Louisiana
$1.37M -$45K -200 -3%
SOMRS
132
State of Michigan Retirement System
Michigan
$1.37M -$22.5K -100 -2%
Citadel Advisors
133
Citadel Advisors
Florida
$1.36M +$1.36M +6,040 New
Voloridge Investment Management
134
Voloridge Investment Management
Florida
$1.28M -$7.09M -31,544 -85%
Stifel Financial
135
Stifel Financial
Missouri
$1.22M -$69.2K -308 -5%
P8IP
136
Pier 88 Investment Partners
California
$1.22M +$157K +700 +15%
CM
137
Castleark Management
Illinois
$1.15M +$1.15M +5,110 New
CA
138
CastleArk Alternatives
Illinois
$1.15M +$1.15M +5,110 New
NMERB
139
New Mexico Educational Retirement Board
New Mexico
$1.15M – – –
GC
140
Guggenheim Capital
Illinois
$1.1M +$16K +71 +1%
ProShare Advisors
141
ProShare Advisors
Maryland
$1.09M -$766K -3,408 -41%
PAM
142
Panagora Asset Management
Massachusetts
$1.07M – – –
DTL
143
Dynamic Technology Lab
Singapore
$1.06M +$1.06M +4,730 New
CB
144
Commerce Bank
Missouri
$1.06M +$648K +2,882 +157%
Handelsbanken Fonder
145
Handelsbanken Fonder
Sweden
$1.05M – – –
Marshall Wace
146
Marshall Wace
United Kingdom
$939K -$952K -4,237 -50%
Citigroup
147
Citigroup
New York
$938K -$766K -3,409 -45%
KeyBank National Association
148
KeyBank National Association
Ohio
$927K -$133K -590 -13%
Teacher Retirement System of Texas
149
Teacher Retirement System of Texas
Texas
$885K +$140K +624 +19%
BNP Paribas Financial Markets
150
BNP Paribas Financial Markets
France
$881K +$145K +645 +20%
4 5
6
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