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Helen of Troy
HELE

Overview Fund Activity

308 hedge funds and large institutions have $5.76B invested in Helen of Troy in 2020 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 101 increasing their positions, 126 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
Holders Change
–
Holders Change %
0%
% of All Funds
5.46%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
46
Increased
101
Reduced
126
Closed
46
Calls
$28.7M
Puts
$58.1M
Net Calls
-$29.4M
Net Calls Change
-$35.7M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$113M
2
Capital World Investors
Capital World Investors
California
$71.7M
3
Capital International Investors
Capital International Investors
California
$53.5M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$419M
5
Wells Fargo
Wells Fargo
California
$139M

Top Sellers

1
RCAMU
Rothschild & Co Asset Management US
Connecticut
$0
2
CB
Cooke & Bieler
Pennsylvania
$162M
3
Victory Capital Management
Victory Capital Management
Texas
$71.7M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$34.5M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$27.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
DCM
176
Dupont Capital Management
Delaware
$914K -$68.2K -307 -7%
TRSOTSOK
177
Teachers Retirement System of the State of Kentucky
Kentucky
$898K – – –
KeyBank National Association
178
KeyBank National Association
Ohio
$887K -$292K -1,315 -25%
VF
179
Virtu Financial
New York
$869K +$530K +2,386 +156%
PNC Financial Services Group
180
PNC Financial Services Group
Pennsylvania
$847K -$108K -484 -11%
Tudor Investment Corp
181
Tudor Investment Corp
Connecticut
$847K +$8.67K +39 +1%
SSWM
182
Smith Salley Wealth Management
North Carolina
$843K -$73.3K -330 -8%
TRCT
183
Tower Research Capital (TRC)
New York
$829K -$5.95M -26,797 -88%
AIL
184
AGF Investments LLC
Ontario, Canada
$805K -$670K -3,018 -45%
CAM
185
Cubic Asset Management
Massachusetts
$790K -$28.9K -130 -4%
GCP
186
GSA Capital Partners
United Kingdom
$781K +$781K +3,514 New
BMO
187
Beck Mack & Oliver
New York
$778K -$1.56M -7,000 -67%
JCM
188
Janney Capital Management
Pennsylvania
$762K -$6.22K -28 -0.8%
Qube Research & Technologies (QRT)
189
Qube Research & Technologies (QRT)
United Kingdom
$760K +$275K +1,237 +57%
X
190
Xponance
Pennsylvania
$758K -$5.34K -24 -0.7%
SO
191
STRS Ohio
Ohio
$755K -$111K -500 -13%
BCI
192
Brinker Capital Investments
Pennsylvania
$745K +$107K +483 +17%
IMRF
193
Illinois Municipal Retirement Fund
Illinois
$737K +$345K +1,552 +88%
ACM
194
AlphaCrest Capital Management
New York
$732K -$563K -2,533 -43%
Mercer Global Advisors
195
Mercer Global Advisors
Colorado
$729K +$332K +1,495 +84%
CGH
196
Crossmark Global Holdings
Texas
$725K +$260K +1,170 +56%
FL
197
Fort LP
Maryland
$723K +$723K +3,254 New
PA
198
Pinnacle Associates
New York
$713K – – –
Zurich Cantonal Bank
199
Zurich Cantonal Bank
Switzerland
$700K +$86.6K +390 +14%
SG Americas Securities
200
SG Americas Securities
New York
$673K -$1.43M -6,443 -68%
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