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Helen of Troy
HELE

Overview Fund Activity

279 hedge funds and large institutions have $5.74B invested in Helen of Troy in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 79 increasing their positions, 122 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
-7
Holders Change %
-2.45%
% of All Funds
4.9%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
26
Increased
79
Reduced
122
Closed
31
Calls
$31.3M
Puts
$26.9M
Net Calls
+$4.47M
Net Calls Change
-$5.82M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$120M
2
Capital International Investors
2
Capital International Investors
California
$231M
3
CB
3
Cooke & Bieler
Pennsylvania
$304M
4
Wells Fargo
4
Wells Fargo
California
$260M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$14.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$288M
2
BlackRock
2
BlackRock
New York
$574M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$483M
4
RI
4
Redwood Investments
Massachusetts
$0
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
201
Sadoff Investment Management
Wisconsin
$328K – – –
FA
202
FDx Advisors
Illinois
$315K +$24K +107 +8%
Mackenzie Financial
203
Mackenzie Financial
Ontario, Canada
$311K +$311K +1,382 New
SCM
204
Shelton Capital Management
Colorado
$304K – – –
VRS
205
Virginia Retirement Systems
Virginia
$292K -$786K -3,500 -73%
Cambridge Investment Research Advisors
206
Cambridge Investment Research Advisors
Iowa
$289K -$2.47K -11 -0.8%
Canada Pension Plan Investment Board
207
Canada Pension Plan Investment Board
Ontario, Canada
$289K +$109K +485 +60%
Qube Research & Technologies (QRT)
208
Qube Research & Technologies (QRT)
United Kingdom
$288K +$288K +1,283 New
Cetera Investment Advisers
209
Cetera Investment Advisers
Illinois
$284K +$898 +4 +0.3%
TC
210
TownSquare Capital
Utah
$276K +$276K +1,230 New
STAS
211
Strong Tower Advisory Services
Minnesota
$275K +$275K +1,242 New
IAS
212
IMA Advisory Services
Colorado
$270K – – –
Mercer Global Advisors
213
Mercer Global Advisors
Colorado
$264K -$123K -548 -32%
HSBC Holdings
214
HSBC Holdings
United Kingdom
$254K -$71.6K -317 -22%
CIM
215
CIM Investment Management
Pennsylvania
$254K – – –
FCBT
216
First Citizens Bank & Trust
North Carolina
$248K +$2.92K +13 +1%
VHAM
217
Van Hulzen Asset Management
California
$242K -$4.49K -20 -2%
RHJA
218
Rice Hall James & Associates
California
$242K – – –
LNWWM
219
Laird Norton Wetherby Wealth Management
California
$239K – – –
II
220
Inspire Investing
Idaho
$233K +$233K +1,035 New
OWP
221
Obermeyer Wealth Partners
Colorado
$225K – – –
SWA
222
SOA Wealth Advisors
New York
$224K +$224K +1,000 New
HighTower Advisors
223
HighTower Advisors
Illinois
$221K +$11.4K +50 +5%
CIBC Asset Management
224
CIBC Asset Management
Ontario, Canada
$219K +$3.37K +15 +2%
MPM
225
Meritage Portfolio Management
Kansas
$218K -$184K -820 -46%
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9
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