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Helen of Troy
HELE

Overview Fund Activity

308 hedge funds and large institutions have $5.76B invested in Helen of Troy in 2020 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 101 increasing their positions, 126 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
Holders Change
–
Holders Change %
0%
% of All Funds
5.46%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
46
Increased
101
Reduced
126
Closed
46
Calls
$28.7M
Puts
$58.1M
Net Calls
-$29.4M
Net Calls Change
-$35.7M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$113M
2
Capital World Investors
Capital World Investors
California
$71.7M
3
Capital International Investors
Capital International Investors
California
$53.5M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$419M
5
Wells Fargo
Wells Fargo
California
$139M

Top Sellers

1
RCAMU
Rothschild & Co Asset Management US
Connecticut
$0
2
CB
Cooke & Bieler
Pennsylvania
$162M
3
Victory Capital Management
Victory Capital Management
Texas
$71.7M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$34.5M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$27.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
151
Whittier Trust
California
$1.39M +$75.1K +338 +6%
QIM
152
Quantitative Investment Management
Virginia
$1.39M +$1.39M +6,234 New
HSBC Holdings
153
HSBC Holdings
United Kingdom
$1.37M +$299K +1,349 +28%
Schroder Investment Management Group
154
Schroder Investment Management Group
United Kingdom
$1.35M -$887K -3,994 -40%
BC
155
Burney Company
Virginia
$1.35M +$204K +916 +18%
MUAMU
156
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.29M +$556K +2,500 +76%
MC
157
Maverick Capital
Texas
$1.29M +$1.29M +5,802 New
Susquehanna International Group
158
Susquehanna International Group
Pennsylvania
$1.28M +$60.2K +271 +5%
N
159
Natixis
France
$1.25M +$1.25M +5,636 New
GC
160
Guggenheim Capital
Illinois
$1.17M +$1.17M +5,250 New
CRC
161
Curi RMB Capital
Illinois
$1.17M – – –
Prudential Financial
162
Prudential Financial
New Jersey
$1.13M -$101K -454 -8%
Handelsbanken Fonder
163
Handelsbanken Fonder
Sweden
$1.1M – – –
NAM
164
NorthCoast Asset Management
Connecticut
$1.09M -$96.6K -435 -8%
MAM
165
Martingale Asset Management
Massachusetts
$1.09M -$5.02M -22,601 -82%
P8IP
166
Pier 88 Investment Partners
California
$1.09M -$599K -2,695 -36%
GAM
167
Gotham Asset Management
New York
$1.08M -$1.53M -6,904 -59%
Osaic Holdings
168
Osaic Holdings
Arizona
$1.01M +$532K +2,393 +110%
Janney Montgomery Scott
169
Janney Montgomery Scott
Pennsylvania
$995K -$22K -99 -2%
NMERB
170
New Mexico Educational Retirement Board
New Mexico
$978K -$178K -800 -15%
William Blair & Company
171
William Blair & Company
Illinois
$978K +$71.1K +320 +8%
RG
172
Renaissance Group
Kentucky
$966K +$30.2K +136 +3%
AB
173
Amalgamated Bank
New York
$928K +$8.44K +38 +0.9%
HEIP
174
Hudson Edge Investment Partners
New Jersey
$919K +$75.8K +341 +9%
SOADOR
175
State of Alaska Department of Revenue
Alaska
$915K -$44.9K -202 -5%
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