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Helen of Troy
HELE

Overview Fund Activity

322 hedge funds and large institutions have $5.54B invested in Helen of Troy in 2021 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 89 increasing their positions, 144 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
+14
Holders Change %
+4.55%
% of All Funds
5.67%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
54
Increased
89
Reduced
144
Closed
39
Calls
$24.2M
Puts
$31.3M
Net Calls
-$7.1M
Net Calls Change
+$22.3M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$211M
2
Capital International Investors
2
Capital International Investors
California
$94.1M
3
CB
3
Cooke & Bieler
Pennsylvania
$197M
4
Goldman Sachs
4
Goldman Sachs
New York
$148M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$426M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$13.1M
2
State Street
2
State Street
Massachusetts
$157M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$368K
4
Bank of America
4
Bank of America
North Carolina
$45.1M
5
Invesco
5
Invesco
Georgia
$11.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
X
201
Xponance
Pennsylvania
$593K -$125K -594 -17%
AIC
202
Aurora Investment Counsel
Georgia
$593K +$6.32K +30 +1%
SO
203
STRS Ohio
Ohio
$589K -$126K -600 -18%
Zurich Cantonal Bank
204
Zurich Cantonal Bank
Switzerland
$586K -$77.7K -369 -12%
MCIA
205
Mountain Capital Investment Advisors
Colorado
$576K +$100K +456 +21%
Pacer Advisors
206
Pacer Advisors
Pennsylvania
$575K -$47.8K -227 -8%
AIL
207
AGF Investments LLC
Ontario, Canada
$572K -$191K -909 -25%
PAM
208
Panagora Asset Management
Massachusetts
$567K – – –
Mercer Global Advisors
209
Mercer Global Advisors
Colorado
$560K -$131K -621 -19%
OC
210
Oppenheimer & Co
New York
$557K +$203K +963 +57%
CWM
211
CIBC World Markets
New York
$552K +$552K +2,620 New
TC
212
TwinBeech Capital
New York
$516K +$516K +2,449 New
PK
213
Pflug Koory
Nebraska
$511K -$33.7K -160 -6%
BAM
214
Blueshift Asset Management
New Jersey
$499K +$499K +2,371 New
SAM
215
Securian Asset Management
Minnesota
$497K – – –
Bank of Nova Scotia
216
Bank of Nova Scotia
Ontario, Canada
$483K -$127K -603 -21%
PA
217
Profund Advisors
Maryland
$479K -$80.4K -382 -14%
TI
218
Trexquant Investment
Connecticut
$477K +$477K +2,266 New
JCM
219
Janney Capital Management
Pennsylvania
$455K -$267K -1,268 -37%
Ohio Public Employees Retirement System (OPERS)
220
Ohio Public Employees Retirement System (OPERS)
Ohio
$454K +$44K +209 +11%
MF
221
Magnetar Financial
Illinois
$452K +$452K +2,146 New
Susquehanna International Group
222
Susquehanna International Group
Pennsylvania
$447K -$766K -3,638 -63%
Voloridge Investment Management
223
Voloridge Investment Management
Florida
$443K +$443K +2,102 New
Grantham, Mayo, Van Otterloo & Co (GMO)
224
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$422K -$126K -598 -23%
BCI
225
Brinker Capital Investments
Pennsylvania
$413K -$294K -1,393 -42%
7 8
9
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