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Helen of Troy
HELE

Overview Fund Activity

286 hedge funds and large institutions have $5.71B invested in Helen of Troy in 2021 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 84 increasing their positions, 134 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
-36
Holders Change %
-11.18%
% of All Funds
4.99%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
18
Increased
84
Reduced
134
Closed
53
Calls
$31.2M
Puts
$20.9M
Net Calls
+$10.3M
Net Calls Change
+$17.4M

Top Buyers

1
CB
1
Cooke & Bieler
Pennsylvania
$272M
2
Capital International Investors
2
Capital International Investors
California
$157M
3
Capital World Investors
3
Capital World Investors
California
$155M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$504M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$330M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$29.5M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$23.3M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$66.6M
4
BlackRock
4
BlackRock
New York
$601M
5
William Blair Investment Management
5
William Blair Investment Management
Illinois
$176M
Name Holding Trade Value Shares
Change 		Shares
Change %
CGH
176
Crossmark Global Holdings
Texas
$715K -$45.6K -200 -6%
WTC
177
WhitTier Trust Company
Nevada
$708K +$34.9K +153 +5%
AIC
178
Aurora Investment Counsel
Georgia
$698K +$55.5K +243 +9%
AIL
179
AGF Investments LLC
Ontario, Canada
$631K +$11.2K +49 +2%
Pacer Advisors
180
Pacer Advisors
Pennsylvania
$618K -$4.33K -19 -0.7%
SEC
181
Seven Eight Capital
New York
$570K +$570K +2,500 New
Bank of Nova Scotia
182
Bank of Nova Scotia
Ontario, Canada
$568K +$44.3K +194 +8%
PK
183
Pflug Koory
Nebraska
$553K – – –
SO
184
STRS Ohio
Ohio
$547K -$91.2K -400 -14%
FL
185
Fort LP
Maryland
$546K -$322K -1,412 -37%
MCIA
186
Mountain Capital Investment Advisors
Colorado
$517K -$55.2K -253 -10%
SAM
187
Securian Asset Management
Minnesota
$513K -$25.6K -112 -5%
Zurich Cantonal Bank
188
Zurich Cantonal Bank
Switzerland
$507K -$128K -562 -20%
PA
189
Profund Advisors
Maryland
$503K -$17.6K -77 -3%
OAM
190
Oppenheimer Asset Management
New York
$500K +$58.1K +255 +13%
JCM
191
Janney Capital Management
Pennsylvania
$495K +$1.83K +8 +0.4%
Ohio Public Employees Retirement System (OPERS)
192
Ohio Public Employees Retirement System (OPERS)
Ohio
$488K -$3.19K -14 -0.6%
BCI
193
Brinker Capital Investments
Pennsylvania
$459K +$12.3K +54 +3%
American Century Companies
194
American Century Companies
Missouri
$458K -$497K -2,179 -52%
SSA
195
Schonfeld Strategic Advisors
New York
$457K -$432K -1,890 -49%
MUAMU
196
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$456K -$228K -1,000 -33%
GAM
197
Gotham Asset Management
New York
$454K -$500K -2,188 -52%
V
198
Veritable
Delaware
$443K -$456 -2 -0.1%
JPMPWA
199
J.P. Morgan Private Wealth Advisors
California
$437K +$93.2K +409 +27%
WG
200
Winton Group
United Kingdom
$429K +$429K +1,882 New
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8
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