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Helen of Troy
HELE

Overview Fund Activity

322 hedge funds and large institutions have $5.54B invested in Helen of Troy in 2021 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 89 increasing their positions, 144 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
+14
Holders Change %
+4.55%
% of All Funds
5.67%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
54
Increased
89
Reduced
144
Closed
39
Calls
$24.2M
Puts
$31.3M
Net Calls
-$7.1M
Net Calls Change
+$22.3M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$211M
2
Capital International Investors
2
Capital International Investors
California
$94.1M
3
CB
3
Cooke & Bieler
Pennsylvania
$197M
4
Goldman Sachs
4
Goldman Sachs
New York
$148M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$426M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$13.1M
2
State Street
2
State Street
Massachusetts
$157M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$368K
4
Bank of America
4
Bank of America
North Carolina
$45.1M
5
Invesco
5
Invesco
Georgia
$11.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Handelsbanken Fonder
176
Handelsbanken Fonder
Sweden
$874K -$168K -800 -16%
William Blair & Company
177
William Blair & Company
Illinois
$861K -$66.6K -316 -7%
SSA
178
Schonfeld Strategic Advisors
New York
$820K +$820K +3,890 New
Bank of Montreal
179
Bank of Montreal
Ontario, Canada
$814K -$738K -3,410 -48%
PNC Financial Services Group
180
PNC Financial Services Group
Pennsylvania
$807K +$4.43K +21 +0.6%
HEIP
181
Hudson Edge Investment Partners
New Jersey
$805K -$66.1K -314 -8%
SOADOR
182
State of Alaska Department of Revenue
Alaska
$805K -$62.3K -296 -7%
FL
183
Fort LP
Maryland
$801K +$116K +550 +17%
ECM
184
ExodusPoint Capital Management
New York
$785K +$785K +3,727 New
AB
185
Amalgamated Bank
New York
$778K -$102K -482 -12%
TRSOTSOK
186
Teachers Retirement System of the State of Kentucky
Kentucky
$767K -$84.3K -400 -10%
OTPPB
187
Ontario Teachers' Pension Plan Board
Ontario, Canada
$760K +$565K +2,682 +290%
SSWM
188
Smith Salley Wealth Management
North Carolina
$749K -$50.3K -239 -6%
CAM
189
Cubic Asset Management
Massachusetts
$749K – – –
SM
190
Sciencast Management
New Jersey
$744K +$744K +3,395 New
BMO
191
Beck Mack & Oliver
New York
$737K – – –
DCM
192
Dupont Capital Management
Delaware
$719K -$148K -700 -17%
CGH
193
Crossmark Global Holdings
Texas
$702K +$14.7K +70 +2%
PP
194
Paloma Partners
Connecticut
$700K +$700K +3,325 New
IMRF
195
Illinois Municipal Retirement Fund
Illinois
$698K – – –
PA
196
Pinnacle Associates
New York
$673K -$3.16K -15 -0.5%
EGM
197
Engineers Gate Manager
New York
$643K +$122K +578 +23%
MUAMU
198
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$632K -$590K -2,800 -48%
WTC
199
WhitTier Trust Company
Nevada
$621K +$62.5K +297 +11%
Teacher Retirement System of Texas
200
Teacher Retirement System of Texas
Texas
$594K +$109K +517 +22%
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8
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