HELE icon

Helen of Troy
HELE

Overview Fund Activity

269 hedge funds and large institutions have $4.74B invested in Helen of Troy in 2020 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 76 increasing their positions, 113 reducing their positions, and 37 closing their positions.

Holders
269
Holders Change
+7
Holders Change %
+2.67%
% of All Funds
5.53%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
46
Increased
76
Reduced
113
Closed
37
Calls
$21.6M
Puts
$13.2M
Net Calls
+$8.43M
Net Calls Change
+$2.22M

Top Buyers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$124M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$130M
3
CIP
3
Champlain Investment Partners
Vermont
$34.1M
4
Lazard Asset Management
4
Lazard Asset Management
New York
$28.7M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$334M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$89.3M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$374M
3
Wells Fargo
3
Wells Fargo
California
$80.5M
4
Northern Trust
4
Northern Trust
Illinois
$89.5M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$136M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$553M 2,933,605 +47,262 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$454M 2,405,313 -40,415 -2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$374M 1,982,891 -294,135 -13%
Capital Research Global Investors
4
Capital Research Global Investors
California
$334M 1,770,286 +102,683 +6%
CB
5
Cooke & Bieler
Pennsylvania
$171M 908,753 -66,375 -7%
State Street
6
State Street
Massachusetts
$167M 884,586 +1,455 +0.2%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$136M 720,999 -84,351 -10%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$130M 687,317 +185,648 +37%
William Blair Investment Management
9
William Blair Investment Management
Illinois
$124M 656,843 +604,890 +1,164%
Fisher Asset Management
10
Fisher Asset Management
Washington
$97.5M 517,238 -19,833 -4%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$96.3M 510,840 -4,671 -0.9%
Northern Trust
12
Northern Trust
Illinois
$89.5M 474,719 -97,359 -17%
Victory Capital Management
13
Victory Capital Management
Texas
$89.3M 473,696 -508,738 -52%
Fuller & Thaler Asset Management
14
Fuller & Thaler Asset Management
California
$87.3M 463,143 -36,415 -7%
Wells Fargo
15
Wells Fargo
California
$80.5M 427,108 -114,696 -21%
SCM
16
Snyder Capital Management
California
$75.6M 400,767 +2,379 +0.6%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$75.4M 400,128 +3,120 +0.8%
Ameriprise
18
Ameriprise
Minnesota
$71.8M 380,863 +3,096 +0.8%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$66.9M 354,998 +44,846 +14%
Norges Bank
20
Norges Bank
Norway
$63M 334,090 – –
NPIC
21
Neumeier Poma Investment Counsel
California
$59.6M 316,153 +2,615 +0.8%
Bank of America
22
Bank of America
North Carolina
$54.6M 289,419 +7,877 +3%
Charles Schwab
23
Charles Schwab
California
$48.4M 256,583 -2,403 -0.9%
Wellington Management Group
24
Wellington Management Group
Massachusetts
$45.5M 241,483 +23,270 +11%
Lord, Abbett & Co
25
Lord, Abbett & Co
New Jersey
$44.8M 237,822 +58,458 +33%
1
2 3 4 5