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Helen of Troy
HELE

Overview Fund Activity

269 hedge funds and large institutions have $4.74B invested in Helen of Troy in 2020 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 76 increasing their positions, 113 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
+7
Holders Change %
+2.67%
% of All Funds
5.53%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
46
Increased
76
Reduced
113
Closed
37
Calls
$21.6M
Puts
$13.2M
Net Calls
+$8.43M
Net Calls Change
+$2.22M

Top Buyers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$124M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$130M
3
CIP
3
Champlain Investment Partners
Vermont
$34.1M
4
Lazard Asset Management
4
Lazard Asset Management
New York
$28.7M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$334M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$89.3M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$374M
3
Wells Fargo
3
Wells Fargo
California
$80.5M
4
Northern Trust
4
Northern Trust
Illinois
$89.5M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$136M
Name Holding Trade Value Shares
Change 		Shares
Change %
ProShare Advisors
151
ProShare Advisors
Maryland
$974K +$513K +2,719 +111%
AI
152
AdvisorShares Investments
Maryland
$973K +$973K +5,160 New
Prudential Financial
153
Prudential Financial
New Jersey
$945K -$2.74M -14,523 -74%
Handelsbanken Fonder
154
Handelsbanken Fonder
Sweden
$934K +$934K +4,951 New
Janney Montgomery Scott
155
Janney Montgomery Scott
Pennsylvania
$919K -$242K -1,283 -21%
CSS
156
Cubist Systematic Strategies
Connecticut
$875K +$875K +4,641 New
PNC Financial Services Group
157
PNC Financial Services Group
Pennsylvania
$871K -$855K -4,538 -50%
SOADOR
158
State of Alaska Department of Revenue
Alaska
$846K +$30.5K +162 +4%
AB
159
Amalgamated Bank
New York
$805K -$68.2K -362 -8%
SSWM
160
Smith Salley Wealth Management
North Carolina
$780K – – –
HEIP
161
Hudson Edge Investment Partners
New Jersey
$768K -$154K -819 -17%
TRSOTSOK
162
Teachers Retirement System of the State of Kentucky
Kentucky
$762K – – –
HSBC Holdings
163
HSBC Holdings
United Kingdom
$760K -$640K -3,393 -46%
SO
164
STRS Ohio
Ohio
$754K -$1.04M -5,500 -58%
GAM
165
Gotham Asset Management
New York
$723K +$125K +665 +21%
CAM
166
Cubic Asset Management
Massachusetts
$712K – – –
SIA
167
Sit Investment Associates
Minnesota
$688K +$688K +3,650 New
JCM
168
Janney Capital Management
Pennsylvania
$665K -$60.9K -323 -8%
Truist Financial
169
Truist Financial
North Carolina
$664K -$498K -2,639 -43%
SG Americas Securities
170
SG Americas Securities
New York
$658K -$490K -2,600 -43%
William Blair & Company
171
William Blair & Company
Illinois
$658K +$658K +3,488 New
X
172
Xponance
Pennsylvania
$656K +$656K +3,481 New
Grantham, Mayo, Van Otterloo & Co (GMO)
173
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$641K -$339K -1,800 -35%
V
174
Veritable
Delaware
$638K -$94.2K -500 -13%
MUAMU
175
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$622K -$565K -3,000 -48%
5 6
7
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