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Helen of Troy
HELE

Overview Fund Activity

262 hedge funds and large institutions have $3.64B invested in Helen of Troy in 2020 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 87 increasing their positions, 90 reducing their positions, and 52 closing their positions.

Holders
262
Holders Change
-10
Holders Change %
-3.68%
% of All Funds
5.79%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
45
Increased
87
Reduced
90
Closed
52
Calls
$18.2M
Puts
$12M
Net Calls
+$6.22M
Net Calls Change
+$3.77M

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$142M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$72.3M
3
Goldman Sachs
3
Goldman Sachs
New York
$37.9M
4
Brown Advisory
4
Brown Advisory
Maryland
$22.6M
5
Robeco Institutional Asset Management
5
Robeco Institutional Asset Management
Netherlands
$22.2M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$328M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$0
3
Invesco
3
Invesco
Georgia
$9.57M
4
Stifel Financial
4
Stifel Financial
Missouri
$1.28M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Canada Pension Plan Investment Board
176
Canada Pension Plan Investment Board
Ontario, Canada
$485K +$377K +2,619 +350%
PK
177
Pflug Koory
Nebraska
$473K -$3.6K -25 -0.8%
PA
178
Pinnacle Associates
New York
$470K – – –
GAM
179
Gotham Asset Management
New York
$457K -$307K -2,132 -40%
MGIM
180
M&G Investment Management
United Kingdom
$442K +$442K +3,066 New
OTPPB
181
Ontario Teachers' Pension Plan Board
Ontario, Canada
$408K +$408K +2,836 New
CB
182
Commerce Bank
Missouri
$390K +$90.5K +629 +30%
Calamos Advisors
183
Calamos Advisors
Illinois
$389K +$389K +2,700 New
Jennison Associates
184
Jennison Associates
New York
$388K +$388K +2,691 New
SAM
185
Securian Asset Management
Minnesota
$375K – – –
ProShare Advisors
186
ProShare Advisors
Maryland
$352K -$455K -3,161 -56%
Walleye Trading
187
Walleye Trading
New York
$351K +$351K +2,434 New
RJFSA
188
Raymond James Financial Services Advisors
Florida
$341K +$94.2K +655 +38%
PIA
189
Piedmont Investment Advisors
North Carolina
$340K +$144 +1 +0%
AFS
190
Amtrust Financial Services
New York
$317K +$317K +2,200 New
AAM
191
Advisors Asset Management
Colorado
$300K +$128K +886 +74%
BC
192
Brinker Capital
Pennsylvania
$292K -$75.2K -521 -20%
Osaic Holdings
193
Osaic Holdings
Arizona
$283K +$283K +1,974 New
AA
194
ALPS Advisors
Colorado
$277K -$58.8K -408 -18%
CGH
195
Crossmark Global Holdings
Texas
$276K -$18.8K -130 -6%
P
196
Pitcairn
Pennsylvania
$274K +$274K +1,904 New
RFC
197
Regions Financial Corp
Alabama
$270K -$26.8K -186 -9%
FHB
198
First Hawaiian Bank
Hawaii
$270K – – –
Zurich Cantonal Bank
199
Zurich Cantonal Bank
Switzerland
$270K +$48.6K +338 +22%
Squarepoint
200
Squarepoint
New York
$265K -$2.97M -20,624 -92%
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