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Helen of Troy
HELE

Overview Fund Activity

262 hedge funds and large institutions have $3.64B invested in Helen of Troy in 2020 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 87 increasing their positions, 90 reducing their positions, and 52 closing their positions.

Holders
262
Holders Change
-10
Holders Change %
-3.68%
% of All Funds
5.79%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
45
Increased
87
Reduced
90
Closed
52
Calls
$18.2M
Puts
$12M
Net Calls
+$6.22M
Net Calls Change
+$3.77M

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$142M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$72.3M
3
Goldman Sachs
3
Goldman Sachs
New York
$37.9M
4
Brown Advisory
4
Brown Advisory
Maryland
$22.6M
5
Robeco Institutional Asset Management
5
Robeco Institutional Asset Management
Netherlands
$22.2M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$328M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$0
3
Invesco
3
Invesco
Georgia
$9.57M
4
Stifel Financial
4
Stifel Financial
Missouri
$1.28M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$416M 2,886,343 -81,711 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$352M 2,445,728 +61,206 +3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$328M 2,277,026 -199,168 -8%
Capital Research Global Investors
4
Capital Research Global Investors
California
$240M 1,667,603 +46 +0%
Victory Capital Management
5
Victory Capital Management
Texas
$142M 982,434 +386,841 +65%
CB
6
Cooke & Bieler
Pennsylvania
$140M 975,128 -8,516 -0.9%
State Street
7
State Street
Massachusetts
$127M 883,131 +48,850 +6%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$116M 805,350 -50,619 -6%
Northern Trust
9
Northern Trust
Illinois
$82.4M 572,078 +3,255 +0.6%
Wells Fargo
10
Wells Fargo
California
$78M 541,804 +26,173 +5%
Fisher Asset Management
11
Fisher Asset Management
Washington
$77.4M 537,071 -38,919 -7%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$74.2M 515,511 +4,051 +0.8%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$72.3M 501,669 +279,491 +126%
Fuller & Thaler Asset Management
14
Fuller & Thaler Asset Management
California
$72M 499,558 -34,501 -6%
SCM
15
Snyder Capital Management
California
$57.4M 398,388 -33,041 -8%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$57.2M 397,008 +23,299 +6%
Ameriprise
17
Ameriprise
Minnesota
$54.4M 377,767 +43,869 +13%
Norges Bank
18
Norges Bank
Norway
$48.1M 334,090 – –
NPIC
19
Neumeier Poma Investment Counsel
California
$45.2M 313,538 -95 -0%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$44.7M 310,152 +48,503 +19%
Bank of America
21
Bank of America
North Carolina
$40.6M 281,542 -15,319 -5%
Goldman Sachs
22
Goldman Sachs
New York
$37.9M 263,001 +169,634 +182%
Charles Schwab
23
Charles Schwab
California
$37.3M 258,986 +31,055 +14%
VOYA Investment Management
24
VOYA Investment Management
Georgia
$31.6M 219,467 -35,158 -14%
Wellington Management Group
25
Wellington Management Group
Massachusetts
$31.4M 218,213 +4,500 +2%
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