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Helen of Troy
HELE

Overview Fund Activity

286 hedge funds and large institutions have $5.71B invested in Helen of Troy in 2021 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 84 increasing their positions, 134 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
-36
Holders Change %
-11.18%
% of All Funds
4.99%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
18
Increased
84
Reduced
134
Closed
53
Calls
$31.2M
Puts
$20.9M
Net Calls
+$10.3M
Net Calls Change
+$17.4M

Top Buyers

1
CB
1
Cooke & Bieler
Pennsylvania
$272M
2
Capital International Investors
2
Capital International Investors
California
$157M
3
Capital World Investors
3
Capital World Investors
California
$155M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$504M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$330M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$29.5M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$23.3M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$66.6M
4
BlackRock
4
BlackRock
New York
$601M
5
William Blair Investment Management
5
William Blair Investment Management
Illinois
$176M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
201
Commerce Bank
Missouri
$419K -$21.9K -96 -5%
ARMT
202
Amica Retiree Medical Trust
Rhode Island
$410K – – –
MPM
203
Meritage Portfolio Management
Kansas
$408K +$65.9K +289 +19%
Wolverine Trading
204
Wolverine Trading
Illinois
$399K +$399K +1,753 New
Mercer Global Advisors
205
Mercer Global Advisors
Colorado
$393K -$214K -938 -35%
FHB
206
First Hawaiian Bank
Hawaii
$388K +$13.2K +58 +4%
SOW
207
State of Wyoming
Wyoming
$374K +$374K +1,638 +81,900%
EVM
208
Eaton Vance Management
Massachusetts
$370K +$346K +1,517 +1,459%
PAMU
209
Pictet Asset Management (UK)
United Kingdom
$365K -$68.4K -300 -16%
CSS
210
Cubist Systematic Strategies
Connecticut
$360K -$1.28M -5,635 -78%
IB
211
Intrust Bank
Kansas
$360K -$49K -215 -12%
CC
212
Centiva Capital
New York
$354K +$62.9K +276 +22%
PFO
213
Pathstone Family Office
New Jersey
$342K +$342K +1,500 New
AA
214
ALPS Advisors
Colorado
$333K – – –
SIM
215
Sadoff Investment Management
Wisconsin
$333K – – –
AP
216
Advisor Partners
California
$329K +$16.7K +73 +5%
HSBC Holdings
217
HSBC Holdings
United Kingdom
$328K +$5.69K +25 +2%
OTPPB
218
Ontario Teachers' Pension Plan Board
Ontario, Canada
$316K -$508K -2,223 -62%
SCM
219
Shelton Capital Management
Colorado
$308K -$26K -114 -8%
Robeco Institutional Asset Management
220
Robeco Institutional Asset Management
Netherlands
$304K -$14.5M -63,406 -98%
Cambridge Investment Research Advisors
221
Cambridge Investment Research Advisors
Iowa
$296K -$8.89K -39 -3%
FA
222
FDx Advisors
Illinois
$296K +$296K +1,296 New
CAPTRUST Financial Advisors
223
CAPTRUST Financial Advisors
North Carolina
$293K -$456 -2 -0.2%
Cetera Investment Advisers
224
Cetera Investment Advisers
Illinois
$288K +$288K +1,261 New
IAS
225
IMA Advisory Services
Colorado
$274K – – –
7 8
9
10 11