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Helen of Troy
HELE

Overview Fund Activity

308 hedge funds and large institutions have $4.87B invested in Helen of Troy in 2020 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 94 increasing their positions, 112 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
Holders Change
+39
Holders Change %
+14.5%
% of All Funds
6.23%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
60
Increased
94
Reduced
112
Closed
18
Calls
$22.1M
Puts
$15.8M
Net Calls
+$6.27M
Net Calls Change
-$2.16M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$232M
2
William Blair Investment Management
William Blair Investment Management
Illinois
$176M
3
Macquarie Group
Macquarie Group
Australia
$42.1M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$43.8M
5
EA
Emerald Advisers
Pennsylvania
$14.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$333M
2
CIP
Champlain Investment Partners
Vermont
$0
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$55.9M
4
Vanguard Group
Vanguard Group
Pennsylvania
$441M
5
BlackRock
BlackRock
New York
$548M
Name Holding Trade Value Shares
Change 		Shares
Change %
BNP Paribas Financial Markets
176
BNP Paribas Financial Markets
France
$917K +$458K +2,369 +100%
Bank of Montreal
177
Bank of Montreal
Ontario, Canada
$890K -$200K -983 -18%
Janney Montgomery Scott
178
Janney Montgomery Scott
Pennsylvania
$886K -$57.7K -298 -6%
EGM
179
Engineers Gate Manager
New York
$878K +$878K +4,536 New
DCM
180
Dupont Capital Management
Delaware
$855K -$327K -1,692 -28%
HIM
181
Hillsdale Investment Management
Ontario, Canada
$851K +$851K +4,400 New
SOADOR
182
State of Alaska Department of Revenue
Alaska
$836K -$32.5K -168 -4%
SGI
183
Summit Global Investments
Utah
$832K +$832K +4,297 New
PNC Financial Services Group
184
PNC Financial Services Group
Pennsylvania
$829K -$63.9K -331 -7%
RG
185
Renaissance Group
Kentucky
$815K +$815K +4,213 New
AB
186
Amalgamated Bank
New York
$801K -$25.7K -133 -3%
SSWM
187
Smith Salley Wealth Management
North Carolina
$798K -$2.13K -11 -0.3%
William Blair & Company
188
William Blair & Company
Illinois
$790K +$115K +595 +17%
TRSOTSOK
189
Teachers Retirement System of the State of Kentucky
Kentucky
$782K – – –
SO
190
STRS Ohio
Ohio
$754K -$19.3K -100 -3%
HEIP
191
Hudson Edge Investment Partners
New Jersey
$735K -$54K -279 -7%
Tudor Investment Corp
192
Tudor Investment Corp
Connecticut
$730K -$966K -4,988 -57%
CAM
193
Cubic Asset Management
Massachusetts
$714K -$17.4K -90 -2%
JCM
194
Janney Capital Management
Pennsylvania
$669K -$13.2K -68 -2%
X
195
Xponance
Pennsylvania
$665K -$9.1K -47 -1%
Grantham, Mayo, Van Otterloo & Co (GMO)
196
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$658K – – –
MUAMU
197
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$639K – – –
PA
198
Pinnacle Associates
New York
$621K – – –
SM
199
Sciencast Management
New Jersey
$608K +$608K +3,050 New
PAMP
200
Polar Asset Management Partners
Ontario, Canada
$583K +$583K +3,014 New
6 7
8
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