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Helen of Troy
HELE

Overview Fund Activity

308 hedge funds and large institutions have $4.87B invested in Helen of Troy in 2020 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 94 increasing their positions, 112 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
Holders Change
+39
Holders Change %
+14.5%
% of All Funds
6.23%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
60
Increased
94
Reduced
112
Closed
18
Calls
$22.1M
Puts
$15.8M
Net Calls
+$6.27M
Net Calls Change
-$2.16M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$232M
2
William Blair Investment Management
William Blair Investment Management
Illinois
$176M
3
Macquarie Group
Macquarie Group
Australia
$42.1M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$43.8M
5
EA
Emerald Advisers
Pennsylvania
$14.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$333M
2
CIP
Champlain Investment Partners
Vermont
$0
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$55.9M
4
Vanguard Group
Vanguard Group
Pennsylvania
$441M
5
BlackRock
BlackRock
New York
$548M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
151
Stifel Financial
Missouri
$1.54M -$20.1K -104 -1%
OAM
152
Origin Asset Management
United Kingdom
$1.49M +$1.49M +7,709 New
ASRS
153
Arizona State Retirement System
Arizona
$1.47M +$375K +1,935 +34%
P8IP
154
Pier 88 Investment Partners
California
$1.47M +$1.47M +7,580 New
SIA
155
Sit Investment Associates
Minnesota
$1.4M +$691K +3,570 +98%
AC
156
Athanor Capital
New York
$1.37M +$1.37M +7,055 New
M&T Bank
157
M&T Bank
New York
$1.35M -$237K -1,222 -15%
Nisa Investment Advisors
158
Nisa Investment Advisors
Missouri
$1.29M +$110K +570 +9%
AIL
159
AGF Investments LLC
Ontario, Canada
$1.29M -$45.9K -237 -3%
DWA
160
Dorsey Wright & Associates
California
$1.26M +$234K +1,207 +23%
LSERS
161
Louisiana State Employees Retirement System
Louisiana
$1.22M – – –
Voloridge Investment Management
162
Voloridge Investment Management
Florida
$1.21M +$1.21M +6,258 New
Pacer Advisors
163
Pacer Advisors
Pennsylvania
$1.18M +$1.18M +6,091 New
WT
164
Whittier Trust
California
$1.15M +$52.8K +273 +5%
ACM
165
AlphaCrest Capital Management
New York
$1.13M +$737K +3,811 +189%
Prudential Financial
166
Prudential Financial
New Jersey
$1.07M +$104K +536 +11%
Susquehanna International Group
167
Susquehanna International Group
Pennsylvania
$1.06M +$677K +3,497 +175%
NAM
168
NorthCoast Asset Management
Connecticut
$1.04M +$1.04M +5,356 New
KeyBank National Association
169
KeyBank National Association
Ohio
$1.03M +$2.9K +15 +0.3%
CRC
170
Curi RMB Capital
Illinois
$1.01M +$1.01M +5,242 New
NMERB
171
New Mexico Educational Retirement Board
New Mexico
$1.01M -$155K -800 -13%
BC
172
Burney Company
Virginia
$1M -$235K -1,214 -19%
Handelsbanken Fonder
173
Handelsbanken Fonder
Sweden
$958K – – –
HSBC Holdings
174
HSBC Holdings
United Kingdom
$955K +$158K +799 +20%
ProShare Advisors
175
ProShare Advisors
Maryland
$943K -$55.9K -289 -6%
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