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Helen of Troy

286 hedge funds and large institutions have $5.71B invested in Helen of Troy in 2021 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 84 increasing their positions, 134 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

11% less funds holding

Funds holding: 322286 (-36)

37% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 134

66% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 53

Holders
286
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$31.2M
Puts
$20.9M
Net Calls
Net Calls Change

Top Buyers

1 +$58.3M
2 +$55.2M
3 +$53.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$42.5M
5
JP Morgan Chase
JP Morgan Chase
New York
+$31.5M

Top Sellers

1 -$131M
2 -$65.5M
3 -$39.5M
4
BlackRock
BlackRock
New York
-$37.9M
5
William Blair Investment Management
William Blair Investment Management
Illinois
-$28.8M
Name Holding Trade Value Shares
Change
Change in
Stake
151
$1.06M
152
$1.06M
153
$1.06M
154
$1.06M
155
$1.03M
156
$1.02M
157
$993K
158
$972K
159
$910K
160
$879K
161
$878K
162
$873K
163
$868K
164
$866K
165
$851K
166
$840K
167
$830K
168
$812K
169
$798K
170
$778K
171
$756K
172
$756K
173
$748K
174
$739K
175
$726K