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Helen of Troy

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

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

4% less capital invested

Capital invested by funds: $5.76B → $5.54B (-$223M)

23% less call options, than puts

Call options by funds: $24.2M | Put options by funds: $31.3M

38% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 144

Holders
322
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$24.2M
Puts
$31.3M
Net Calls
Net Calls Change

Top Buyers

1 +$79.4M
2 +$43.4M
3 +$43.1M
4
Goldman Sachs
Goldman Sachs
New York
+$41.1M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$29.1M

Top Sellers

1 -$56.4M
2 -$30.9M
3 -$25.4M
4
Bank of America
Bank of America
North Carolina
-$22M
5
Invesco
Invesco
Georgia
-$20.2M
Name Holding Trade Value Shares
Change
Change in
Stake
201
$593K
202
$593K
203
$589K
204
$586K
205
$576K
206
$575K
207
$572K
208
$567K
209
$560K
210
$557K
211
$552K
212
$516K
213
$511K
214
$499K
215
$497K
216
$483K
217
$479K
218
$477K
219
$455K
220
$454K
221
$452K
222
$447K
223
$443K
224
$422K
225
$413K