HELE icon

Helen of Troy
HELE

Overview Fund Activity

262 hedge funds and large institutions have $3.64B invested in Helen of Troy in 2020 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 87 increasing their positions, 90 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
262
Holders Change
-10
Holders Change %
-3.68%
% of All Funds
5.79%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
45
Increased
87
Reduced
90
Closed
52
Calls
$18.2M
Puts
$12M
Net Calls
+$6.22M
Net Calls Change
+$3.77M

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$142M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$72.3M
3
Goldman Sachs
3
Goldman Sachs
New York
$37.9M
4
Brown Advisory
4
Brown Advisory
Maryland
$22.6M
5
Robeco Institutional Asset Management
5
Robeco Institutional Asset Management
Netherlands
$22.2M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$328M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$0
3
Invesco
3
Invesco
Georgia
$9.57M
4
Stifel Financial
4
Stifel Financial
Missouri
$1.28M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
201
Fifth Third Bancorp
Ohio
$262K +$245K +1,702 +1,418%
IB
202
Intrust Bank
Kansas
$261K +$261K +1,810 New
ARMT
203
Amica Retiree Medical Trust
Rhode Island
$259K – – –
WTC
204
WhitTier Trust Company
Nevada
$256K +$256K +1,782 New
JPMPWA
205
J.P. Morgan Private Wealth Advisors
California
$255K +$255K +1,770 New
AII
206
AGF Investments Inc
Ontario, Canada
$233K +$233K +1,616 New
SCM
207
Shelton Capital Management
Colorado
$232K – – –
FMT
208
First Mercantile Trust
Tennessee
$227K +$142K +986 +168%
HF
209
HRT Financial
New York
$226K -$68.7K -479 -23%
EVM
210
Eaton Vance Management
Massachusetts
$220K – – –
BMO
211
Beck Mack & Oliver
New York
$216K -$1.45M -10,042 -87%
Macquarie Group
212
Macquarie Group
Australia
$216K – – –
PA
213
Profund Advisors
Maryland
$214K -$169K -1,177 -44%
WCM Investment Management
214
WCM Investment Management
California
$206K +$206K +1,431 New
SIM
215
Sadoff Investment Management
Wisconsin
$202K – – –
LIA
216
LS Investment Advisors
Michigan
$190K – – –
IAS
217
IMA Advisory Services
Colorado
$173K – – –
FC
218
FORA Capital
Florida
$146K +$146K +1,016 New
OAM
219
Oppenheimer Asset Management
New York
$135K +$90.8K +629 +206%
AF
220
Advisornet Financial
Minnesota
$123K -$8.77K -61 -7%
FHA
221
Flagship Harbor Advisors
Massachusetts
$115K +$51.5K +359 +81%
CAPTRUST Financial Advisors
222
CAPTRUST Financial Advisors
North Carolina
$84K +$84K +654 New
NIT
223
NumerixS Investment Technologies
British Columbia, Canada
$72K +$43.2K +300 +150%
PAM
224
Panagora Asset Management
Massachusetts
$57K -$468K -3,276 -89%
LWM
225
Lenox Wealth Management
Ohio
$56K +$18.8K +132 +51%
7 8
9
10 11