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Helen of Troy
HELE

Overview Fund Activity

269 hedge funds and large institutions have $4.74B invested in Helen of Troy in 2020 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 76 increasing their positions, 113 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
+7
Holders Change %
+2.67%
% of All Funds
5.53%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
46
Increased
76
Reduced
113
Closed
37
Calls
$21.6M
Puts
$13.2M
Net Calls
+$8.43M
Net Calls Change
+$2.22M

Top Buyers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$124M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$130M
3
CIP
3
Champlain Investment Partners
Vermont
$34.1M
4
Lazard Asset Management
4
Lazard Asset Management
New York
$28.7M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$334M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$89.3M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$374M
3
Wells Fargo
3
Wells Fargo
California
$80.5M
4
Northern Trust
4
Northern Trust
Illinois
$89.5M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$136M
Name Holding Trade Value Shares
Change 		Shares
Change %
AII
201
AGF Investments Inc
Ontario, Canada
$311K +$6.04K +32 +2%
Fifth Third Bancorp
202
Fifth Third Bancorp
Ohio
$310K -$33.1K -176 -10%
FHB
203
First Hawaiian Bank
Hawaii
$306K -$47.6K -253 -13%
PA
204
Profund Advisors
Maryland
$304K +$23.9K +127 +9%
Mercer Global Advisors
205
Mercer Global Advisors
Colorado
$302K +$302K +1,599 New
WCM Investment Management
206
WCM Investment Management
California
$298K +$28.1K +149 +10%
HighTower Advisors
207
HighTower Advisors
Illinois
$293K +$293K +1,565 New
EVM
208
Eaton Vance Management
Massachusetts
$288K -$188 -1 -0.1%
BMO
209
Beck Mack & Oliver
New York
$283K – – –
SCM
210
Shelton Capital Management
Colorado
$276K -$27.3K -145 -9%
SIM
211
Sadoff Investment Management
Wisconsin
$275K +$11.3K +60 +4%
CCIA
212
Campbell & Co Investment Adviser
Maryland
$270K +$270K +1,430 New
BCM
213
Bayesian Capital Management
New York
$268K -$669K -3,551 -71%
CIM
214
CIM Investment Management
Pennsylvania
$266K +$266K +1,411 New
LIA
215
LS Investment Advisors
Michigan
$261K +$12.6K +67 +5%
SPC
216
Sigma Planning Corp
Michigan
$259K +$259K +1,375 New
FCBT
217
First Citizens Bank & Trust
North Carolina
$251K +$251K +1,333 New
AP
218
Advisor Partners
California
$247K +$247K +1,308 New
PG
219
Pendal Group
Australia
$242K +$242K +1,285 New
MFG
220
Magnus Financial Group
New York
$239K +$239K +1,268 New
IAS
221
IMA Advisory Services
Colorado
$226K – – –
OAM
222
Oppenheimer Asset Management
New York
$222K +$45.3K +240 +26%
Macquarie Group
223
Macquarie Group
Australia
$213K -$69.7K -370 -25%
VHAM
224
Van Hulzen Asset Management
California
$213K +$213K +1,127 New
BOPW
225
Brandywine Oak Private Wealth
Pennsylvania
$212K +$212K +1,129 New
7 8
9
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