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Helen of Troy
HELE

Overview Fund Activity

308 hedge funds and large institutions have $4.87B invested in Helen of Troy in 2020 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 94 increasing their positions, 112 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
Holders Change
+39
Holders Change %
+14.5%
% of All Funds
6.23%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
60
Increased
94
Reduced
112
Closed
18
Calls
$22.1M
Puts
$15.8M
Net Calls
+$6.27M
Net Calls Change
-$2.16M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$232M
2
William Blair Investment Management
William Blair Investment Management
Illinois
$176M
3
Macquarie Group
Macquarie Group
Australia
$42.1M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$43.8M
5
EA
Emerald Advisers
Pennsylvania
$14.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$333M
2
CIP
Champlain Investment Partners
Vermont
$0
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$55.9M
4
Vanguard Group
Vanguard Group
Pennsylvania
$441M
5
BlackRock
BlackRock
New York
$548M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
201
Prelude Capital Management
New York
$571K +$496K +2,560 +656%
TC
202
TwinBeech Capital
New York
$571K +$571K +2,949 New
ETC
203
Exchange Traded Concepts
Oklahoma
$570K +$570K +2,945 New
BCI
204
Brinker Capital Investments
Pennsylvania
$555K +$555K +2,870 New
AIC
205
Aurora Investment Counsel
Georgia
$553K +$43K +215 +8%
Two Sigma Investments
206
Two Sigma Investments
New York
$543K +$543K +2,805 New
Zurich Cantonal Bank
207
Zurich Cantonal Bank
Switzerland
$535K – – –
Bank of Nova Scotia
208
Bank of Nova Scotia
Ontario, Canada
$530K +$16.8K +87 +3%
PK
209
Pflug Koory
Nebraska
$500K – – –
CB
210
Commerce Bank
Missouri
$492K – – –
SAM
211
Securian Asset Management
Minnesota
$476K -$28.1K -145 -6%
WTC
212
WhitTier Trust Company
Nevada
$465K +$27.4K +142 +6%
SEC
213
Seven Eight Capital
New York
$445K +$445K +2,300 New
CCI
214
Columbus Circle Investors
$442K -$564K -2,916 -56%
RJFSA
215
Raymond James Financial Services Advisors
Florida
$424K +$97K +501 +30%
Qube Research & Technologies (QRT)
216
Qube Research & Technologies (QRT)
United Kingdom
$422K -$86K -445 -17%
Osaic Holdings
217
Osaic Holdings
Arizona
$419K -$25.5K -132 -6%
PA
218
Profund Advisors
Maryland
$413K +$101K +521 +32%
AAM
219
Advisors Asset Management
Colorado
$411K -$5.8K -30 -1%
CGH
220
Crossmark Global Holdings
Texas
$405K -$15.5K -80 -4%
PAMU
221
Pictet Asset Management (UK)
United Kingdom
$387K +$387K +2,000 New
V
222
Veritable
Delaware
$384K -$271K -1,400 -41%
IB
223
Intrust Bank
Kansas
$384K +$18.8K +97 +5%
P
224
Pitcairn
Pennsylvania
$366K +$13K +67 +4%
ARMT
225
Amica Retiree Medical Trust
Rhode Island
$348K – – –
7 8
9
10 11