HELE icon

Helen of Troy

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

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

11% less funds holding

Funds holding: 322286 (-36)

37% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 134

66% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 53

Holders
286
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$31.2M
Puts
$20.9M
Net Calls
Net Calls Change

Top Buyers

1 +$58.3M
2 +$55.2M
3 +$53.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$42.5M
5
JP Morgan Chase
JP Morgan Chase
New York
+$31.5M

Top Sellers

1 -$131M
2 -$65.5M
3 -$39.5M
4
BlackRock
BlackRock
New York
-$37.9M
5
William Blair Investment Management
William Blair Investment Management
Illinois
-$28.8M
Name Holding Trade Value Shares
Change
Change in
Stake
176
$715K
177
$708K
178
$698K
179
$631K
180
$618K
181
$570K
182
$568K
183
$553K
184
$547K
185
$546K
186
$517K
187
$513K
188
$507K
189
$503K
190
$500K
191
$495K
192
$488K
193
$459K
194
$458K
195
$457K
196
$456K
197
$454K
198
$443K
199
$437K
200
$429K