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Helen of Troy
HELE

Overview Fund Activity

308 hedge funds and large institutions have $5.76B invested in Helen of Troy in 2020 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 101 increasing their positions, 126 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
Holders Change
–
Holders Change %
0%
% of All Funds
5.46%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
46
Increased
101
Reduced
126
Closed
46
Calls
$28.7M
Puts
$58.1M
Net Calls
-$29.4M
Net Calls Change
-$35.7M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$113M
2
Capital World Investors
Capital World Investors
California
$71.7M
3
Capital International Investors
Capital International Investors
California
$53.5M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$419M
5
Wells Fargo
Wells Fargo
California
$139M

Top Sellers

1
RCAMU
Rothschild & Co Asset Management US
Connecticut
$0
2
CB
Cooke & Bieler
Pennsylvania
$162M
3
Victory Capital Management
Victory Capital Management
Texas
$71.7M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$34.5M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$27.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Pacer Advisors
201
Pacer Advisors
Pennsylvania
$657K -$697K -3,135 -51%
Bank of Nova Scotia
202
Bank of Nova Scotia
Ontario, Canada
$644K +$35.3K +159 +6%
AIC
203
Aurora Investment Counsel
Georgia
$619K +$4.45K +20 +0.7%
PAM
204
Panagora Asset Management
Massachusetts
$598K +$229K +1,030 +62%
PA
205
Profund Advisors
Maryland
$591K +$116K +523 +24%
HF
206
HRT Financial
New York
$589K -$1.52M -6,859 -72%
WTC
207
WhitTier Trust Company
Nevada
$589K +$54.2K +244 +10%
Truist Financial
208
Truist Financial
North Carolina
$586K +$275K +1,238 +89%
Grantham, Mayo, Van Otterloo & Co (GMO)
209
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$578K -$178K -800 -24%
PK
210
Pflug Koory
Nebraska
$574K – – –
BCM
211
Bayesian Capital Management
New York
$560K +$560K +2,522 New
EGM
212
Engineers Gate Manager
New York
$549K -$458K -2,063 -45%
SAM
213
Securian Asset Management
Minnesota
$524K -$22.2K -100 -4%
Teacher Retirement System of Texas
214
Teacher Retirement System of Texas
Texas
$511K +$191K +862 +60%
PAMU
215
Pictet Asset Management (UK)
United Kingdom
$467K +$22.2K +100 +5%
MCIA
216
Mountain Capital Investment Advisors
Colorado
$457K +$457K +2,165 New
RWA
217
RGT Wealth Advisors
Texas
$444K +$444K +2,000 New
CB
218
Commerce Bank
Missouri
$437K -$128K -575 -23%
V
219
Veritable
Delaware
$432K -$8.88K -40 -2%
Ohio Public Employees Retirement System (OPERS)
220
Ohio Public Employees Retirement System (OPERS)
Ohio
$432K +$432K +1,946 New
DA
221
Duality Advisers
Florida
$431K -$3.15M -14,142 -88%
LIA
222
LS Investment Advisors
Michigan
$422K +$114K +513 +37%
IB
223
Intrust Bank
Kansas
$419K -$21.3K -96 -5%
Holocene Advisors
224
Holocene Advisors
New York
$408K +$408K +1,835 New
ARMT
225
Amica Retiree Medical Trust
Rhode Island
$399K – – –
7 8
9
10 11