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Helen of Troy
HELE

Overview Fund Activity

269 hedge funds and large institutions have $4.74B invested in Helen of Troy in 2020 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 76 increasing their positions, 113 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
+7
Holders Change %
+2.67%
% of All Funds
5.53%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
46
Increased
76
Reduced
113
Closed
37
Calls
$21.6M
Puts
$13.2M
Net Calls
+$8.43M
Net Calls Change
+$2.22M

Top Buyers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$124M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$130M
3
CIP
3
Champlain Investment Partners
Vermont
$34.1M
4
Lazard Asset Management
4
Lazard Asset Management
New York
$28.7M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$334M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$89.3M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$374M
3
Wells Fargo
3
Wells Fargo
California
$80.5M
4
Northern Trust
4
Northern Trust
Illinois
$89.5M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$136M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
176
Pinnacle Associates
New York
$605K -$9.42K -50 -2%
Canada Pension Plan Investment Board
177
Canada Pension Plan Investment Board
Ontario, Canada
$578K -$57.3K -304 -9%
Zurich Cantonal Bank
178
Zurich Cantonal Bank
Switzerland
$521K +$167K +885 +47%
Bank of Nova Scotia
179
Bank of Nova Scotia
Ontario, Canada
$500K +$500K +2,652 New
Qube Research & Technologies (QRT)
180
Qube Research & Technologies (QRT)
United Kingdom
$496K +$496K +2,628 New
SAM
181
Securian Asset Management
Minnesota
$491K – – –
PK
182
Pflug Koory
Nebraska
$487K -$132K -700 -21%
AIC
183
Aurora Investment Counsel
Georgia
$481K +$481K +2,550 New
CB
184
Commerce Bank
Missouri
$479K -$31.7K -168 -6%
BC
185
Brinker Capital
Pennsylvania
$454K +$72.6K +385 +19%
BNP Paribas Financial Markets
186
BNP Paribas Financial Markets
France
$447K -$346K -1,833 -44%
Osaic Holdings
187
Osaic Holdings
Arizona
$434K +$61.2K +324 +16%
WTC
188
WhitTier Trust Company
Nevada
$427K +$91.2K +484 +27%
ZIM
189
Zacks Investment Management
Illinois
$421K -$1.58M -8,377 -79%
CGH
190
Crossmark Global Holdings
Texas
$410K +$49.1K +260 +14%
AAM
191
Advisors Asset Management
Colorado
$407K +$13.6K +72 +3%
ACM
192
AlphaCrest Capital Management
New York
$380K +$380K +2,015 New
Susquehanna International Group
193
Susquehanna International Group
Pennsylvania
$376K -$991K -5,254 -72%
TCM
194
Teza Capital Management
Illinois
$366K +$366K +1,941 New
IB
195
Intrust Bank
Kansas
$356K +$14.3K +76 +4%
P
196
Pitcairn
Pennsylvania
$344K -$15.3K -81 -4%
ARMT
197
Amica Retiree Medical Trust
Rhode Island
$339K – – –
AA
198
ALPS Advisors
Colorado
$326K -$36.2K -192 -10%
JPMPWA
199
J.P. Morgan Private Wealth Advisors
California
$326K -$7.35K -39 -2%
RJFSA
200
Raymond James Financial Services Advisors
Florida
$318K -$128K -681 -29%
6 7
8
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