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Helen of Troy
HELE

Overview Fund Activity

262 hedge funds and large institutions have $3.64B invested in Helen of Troy in 2020 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 87 increasing their positions, 90 reducing their positions, and 52 closing their positions.

Holders
262
Holders Change
-10
Holders Change %
-3.68%
% of All Funds
5.79%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
45
Increased
87
Reduced
90
Closed
52
Calls
$18.2M
Puts
$12M
Net Calls
+$6.22M
Net Calls Change
+$3.77M

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$142M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$72.3M
3
Goldman Sachs
3
Goldman Sachs
New York
$37.9M
4
Brown Advisory
4
Brown Advisory
Maryland
$22.6M
5
Robeco Institutional Asset Management
5
Robeco Institutional Asset Management
Netherlands
$22.2M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$328M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$0
3
Invesco
3
Invesco
Georgia
$9.57M
4
Stifel Financial
4
Stifel Financial
Missouri
$1.28M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ASRS
151
Arizona State Retirement System
Arizona
$851K -$1.2M -8,362 -59%
CCI
152
Columbus Circle Investors
$831K +$831K +5,772 New
WT
153
Whittier Trust
California
$823K +$823K +5,717 New
Grantham, Mayo, Van Otterloo & Co (GMO)
154
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$749K -$259K -1,800 -26%
HIM
155
Hillsdale Investment Management
Ontario, Canada
$735K -$43.2K -300 -6%
KeyBank National Association
156
KeyBank National Association
Ohio
$723K -$260K -1,809 -26%
BCM
157
Bayesian Capital Management
New York
$716K +$183K +1,273 +34%
SRAM
158
Stone Ridge Asset Management
New York
$713K -$1.1M -7,600 -61%
XK
159
Xact Kapitalforvaltning
Sweden
$713K – – –
HEIP
160
Hudson Edge Investment Partners
New Jersey
$705K -$101K -698 -12%
ECM
161
ExodusPoint Capital Management
New York
$680K +$450K +3,123 +195%
AB
162
Amalgamated Bank
New York
$667K -$22K -153 -3%
AIL
163
AGF Investments LLC
Ontario, Canada
$649K -$113K -787 -15%
SOADOR
164
State of Alaska Department of Revenue
Alaska
$623K +$27.1K +188 +5%
BNP Paribas Financial Markets
165
BNP Paribas Financial Markets
France
$605K -$168K -1,167 -22%
EMG
166
Ellington Management Group
Connecticut
$605K +$144K +1,000 +31%
JCM
167
JS Capital Management
New York
$605K +$605K +4,200 New
SSWM
168
Smith Salley Wealth Management
North Carolina
$596K -$432 -3 -0.1%
TRSOTSOK
169
Teachers Retirement System of the State of Kentucky
Kentucky
$582K -$57.6K -400 -9%
PI
170
PEAK6 Investments
Illinois
$561K +$101K +702 +22%
V
171
Veritable
Delaware
$560K +$6.49K +45 +1%
JCM
172
Janney Capital Management
Pennsylvania
$554K -$46.5K -323 -8%
CAM
173
Cubic Asset Management
Massachusetts
$544K +$5.04K +35 +0.9%
AL
174
AJO LP
Pennsylvania
$498K +$498K +3,463 New
VI
175
Vestcor Inc
New Brunswick, Canada
$496K -$55.1K -383 -10%
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7
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