HELE icon

Helen of Troy

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

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

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

0.25% more ownership

Funds ownership: 99.28%99.52% (+0.25%)

16% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 112

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
308
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$22.1M
Puts
$15.8M
Net Calls
Net Calls Change

Top Sellers

1 -$50.3M
2 -$34.1M
3 -$33.7M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$24.8M
5
BlackRock
BlackRock
New York
-$20.1M
Name Holding Trade Value Shares
Change
Change in
Stake
201
$571K
202
$571K
203
$570K
204
$555K
205
$553K
206
$543K
207
$535K
208
$530K
209
$500K
210
$492K
211
$476K
212
$465K
213
$445K
214
$442K
215
$424K
216
$422K
217
$419K
218
$413K
219
$411K
220
$405K
221
$387K
222
$384K
223
$384K
224
$366K
225
$348K