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Helen of Troy
HELE

Overview Fund Activity

279 hedge funds and large institutions have $5.74B invested in Helen of Troy in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 79 increasing their positions, 122 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
-7
Holders Change %
-2.45%
% of All Funds
4.9%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
26
Increased
79
Reduced
122
Closed
31
Calls
$31.3M
Puts
$26.9M
Net Calls
+$4.47M
Net Calls Change
-$5.82M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$120M
2
Capital International Investors
2
Capital International Investors
California
$231M
3
CB
3
Cooke & Bieler
Pennsylvania
$304M
4
Wells Fargo
4
Wells Fargo
California
$260M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$14.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$288M
2
BlackRock
2
BlackRock
New York
$574M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$483M
4
RI
4
Redwood Investments
Massachusetts
$0
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
151
William Blair & Company
Illinois
$852K +$24.7K +110 +3%
Janney Montgomery Scott
152
Janney Montgomery Scott
Pennsylvania
$839K -$170K -755 -17%
X
153
Xponance
Pennsylvania
$839K -$56.6K -252 -6%
Prudential Financial
154
Prudential Financial
New Jersey
$833K -$40K -171 -5%
SOADOR
155
State of Alaska Department of Revenue
Alaska
$832K -$20.7K -92 -2%
Federated Hermes
156
Federated Hermes
Pennsylvania
$822K -$136K -603 -14%
TRSOTSOK
157
Teachers Retirement System of the State of Kentucky
Kentucky
$818K – – –
PNC Financial Services Group
158
PNC Financial Services Group
Pennsylvania
$811K -$55.7K -248 -6%
CAM
159
Cubic Asset Management
Massachusetts
$796K -$3.37K -15 -0.4%
BMO
160
Beck Mack & Oliver
New York
$786K – – –
Osaic Holdings
161
Osaic Holdings
Arizona
$785K -$67.5K -300 -8%
IMRF
162
Illinois Municipal Retirement Fund
Illinois
$745K – – –
WTC
163
WhitTier Trust Company
Nevada
$729K +$31.3K +139 +4%
PA
164
Pinnacle Associates
New York
$728K – – –
AIC
165
Aurora Investment Counsel
Georgia
$722K +$34.8K +155 +5%
BC
166
Burney Company
Virginia
$721K -$257K -1,145 -26%
SSWM
167
Smith Salley Wealth Management
North Carolina
$686K -$28.5K -127 -4%
CGH
168
Crossmark Global Holdings
Texas
$681K -$22.5K -100 -3%
HEIP
169
Hudson Edge Investment Partners
New Jersey
$658K -$437K -1,942 -40%
QC
170
Quadrature Capital
United Kingdom
$625K +$625K +2,776 New
AIL
171
AGF Investments LLC
Ontario, Canada
$597K -$24.5K -109 -4%
SO
172
STRS Ohio
Ohio
$584K +$44.9K +200 +8%
ETC
173
Exchange Traded Concepts
Oklahoma
$573K +$573K +2,550 New
Pacer Advisors
174
Pacer Advisors
Pennsylvania
$563K -$45.3K -202 -7%
Bank of Montreal
175
Bank of Montreal
Ontario, Canada
$556K -$328K -1,429 -37%
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