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Helen of Troy
HELE

Overview Fund Activity

322 hedge funds and large institutions have $5.54B invested in Helen of Troy in 2021 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 89 increasing their positions, 144 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
+14
Holders Change %
+4.55%
% of All Funds
5.67%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
54
Increased
89
Reduced
144
Closed
39
Calls
$24.2M
Puts
$31.3M
Net Calls
-$7.1M
Net Calls Change
+$22.3M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$211M
2
Capital International Investors
2
Capital International Investors
California
$94.1M
3
CB
3
Cooke & Bieler
Pennsylvania
$197M
4
Goldman Sachs
4
Goldman Sachs
New York
$148M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$426M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$13.1M
2
State Street
2
State Street
Massachusetts
$157M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$368K
4
Bank of America
4
Bank of America
North Carolina
$45.1M
5
Invesco
5
Invesco
Georgia
$11.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SG Americas Securities
151
SG Americas Securities
New York
$1.41M +$775K +3,679 +121%
M&T Bank
152
M&T Bank
New York
$1.38M -$95.6K -454 -6%
LSERS
153
Louisiana State Employees Retirement System
Louisiana
$1.33M – – –
BNP Paribas Financial Markets
154
BNP Paribas Financial Markets
France
$1.29M -$108K -514 -8%
Stifel Financial
155
Stifel Financial
Missouri
$1.23M -$233K -1,107 -16%
TRCT
156
Tower Research Capital (TRC)
New York
$1.17M +$387K +1,837 +49%
KeyBank National Association
157
KeyBank National Association
Ohio
$1.14M +$301K +1,430 +36%
E
158
Ergoteles
New York
$1.13M +$1.13M +5,360 New
VRS
159
Virginia Retirement Systems
Virginia
$1.12M -$653K -3,100 -37%
CRC
160
Curi RMB Capital
Illinois
$1.1M – – –
P8IP
161
Pier 88 Investment Partners
California
$1.09M +$63.2K +300 +6%
ZCM
162
Zebra Capital Management
Connecticut
$1.08M +$1.08M +5,148 New
DTL
163
Dynamic Technology Lab
Singapore
$1.08M +$1.08M +5,128 New
SGI
164
Summit Global Investments
Utah
$1.06M -$368K -1,745 -26%
Prudential Financial
165
Prudential Financial
New Jersey
$1.05M -$24.2K -115 -2%
GC
166
Guggenheim Capital
Illinois
$1.01M -$101K -478 -9%
DSC
167
Duncker Streett & Co
Missouri
$986K +$986K +4,680 New
MAM
168
Martingale Asset Management
Massachusetts
$972K -$63.3K -300 -6%
Osaic Holdings
169
Osaic Holdings
Arizona
$955K -$14.2K -67 -1%
RG
170
Renaissance Group
Kentucky
$941K +$24.4K +116 +3%
Janney Montgomery Scott
171
Janney Montgomery Scott
Pennsylvania
$940K -$2.95K -14 -0.3%
NMERB
172
New Mexico Educational Retirement Board
New Mexico
$927K – – –
BC
173
Burney Company
Virginia
$926K -$356K -1,691 -28%
American Century Companies
174
American Century Companies
Missouri
$882K -$6.24M -29,605 -88%
GAM
175
Gotham Asset Management
New York
$880K -$146K -691 -14%
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7
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