HELE icon

Helen of Troy
HELE

Overview Fund Activity

279 hedge funds and large institutions have $5.74B invested in Helen of Troy in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 79 increasing their positions, 122 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
-7
Holders Change %
-2.45%
% of All Funds
4.9%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
26
Increased
79
Reduced
122
Closed
31
Calls
$31.3M
Puts
$26.9M
Net Calls
+$4.47M
Net Calls Change
-$5.82M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$120M
2
Capital International Investors
2
Capital International Investors
California
$231M
3
CB
3
Cooke & Bieler
Pennsylvania
$304M
4
Wells Fargo
4
Wells Fargo
California
$260M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$14.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$288M
2
BlackRock
2
BlackRock
New York
$574M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$483M
4
RI
4
Redwood Investments
Massachusetts
$0
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
176
Tower Research Capital (TRC)
New York
$550K -$497K -2,209 -47%
Zurich Cantonal Bank
177
Zurich Cantonal Bank
Switzerland
$548K +$48.8K +217 +10%
Wolverine Trading
178
Wolverine Trading
Illinois
$534K +$131K +572 +33%
Bank of Nova Scotia
179
Bank of Nova Scotia
Ontario, Canada
$523K -$36.2K -161 -6%
American Century Companies
180
American Century Companies
Missouri
$503K +$51.9K +231 +12%
MCIA
181
Mountain Capital Investment Advisors
Colorado
$501K -$34.8K -154 -7%
JCM
182
Janney Capital Management
Pennsylvania
$490K +$2.92K +13 +0.6%
OAM
183
Oppenheimer Asset Management
New York
$488K -$4.95K -22 -1%
SAM
184
Securian Asset Management
Minnesota
$482K -$22.5K -100 -4%
BCI
185
Brinker Capital Investments
Pennsylvania
$459K – – –
PA
186
Profund Advisors
Maryland
$458K -$36.4K -162 -7%
FL
187
Fort LP
Maryland
$450K -$87.9K -391 -16%
MUAMU
188
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$449K – – –
JPMPWA
189
J.P. Morgan Private Wealth Advisors
California
$438K +$7.41K +33 +2%
V
190
Veritable
Delaware
$434K -$2.25K -10 -0.5%
PK
191
Pflug Koory
Nebraska
$433K -$112K -500 -21%
Ohio Public Employees Retirement System (OPERS)
192
Ohio Public Employees Retirement System (OPERS)
Ohio
$387K -$93.6K -417 -19%
PFO
193
Pathstone Family Office
New Jersey
$359K +$22.4K +100 +7%
PAMS
194
Pictet Asset Management (Switzerland)
Switzerland
$359K +$359K +1,600 New
IB
195
Intrust Bank
Kansas
$352K -$2.47K -11 -0.7%
GAM
196
Gotham Asset Management
New York
$351K -$95.4K -425 -21%
BAM
197
Blueshift Asset Management
New Jersey
$349K +$349K +1,554 New
SOW
198
State of Wyoming
Wyoming
$341K -$27.2K -121 -7%
FHB
199
First Hawaiian Bank
Hawaii
$335K -$47.7K -212 -12%
AP
200
Advisor Partners
California
$329K +$4.94K +22 +2%
6 7
8
9 10