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Helen of Troy
HELE

Overview Fund Activity

308 hedge funds and large institutions have $4.87B invested in Helen of Troy in 2020 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 94 increasing their positions, 112 reducing their positions, and 18 closing their positions.

Holders
308
Holders Change
+39
Holders Change %
+14.5%
% of All Funds
6.23%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
60
Increased
94
Reduced
112
Closed
18
Calls
$22.1M
Puts
$15.8M
Net Calls
+$6.27M
Net Calls Change
-$2.16M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$232M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$176M
3
Macquarie Group
3
Macquarie Group
Australia
$42.1M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$43.8M
5
EA
5
Emerald Advisers
Pennsylvania
$14.4M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$333M
2
CIP
2
Champlain Investment Partners
Vermont
$0
3
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$55.9M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$441M
5
BlackRock
5
BlackRock
New York
$548M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$548M 2,829,813 -103,792 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$441M 2,277,075 -128,238 -5%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$333M 1,722,880 -260,011 -13%
Capital Research Global Investors
4
Capital Research Global Investors
California
$331M 1,710,885 -59,401 -3%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$232M 1,162,942 +475,625 +69%
William Blair Investment Management
6
William Blair Investment Management
Illinois
$176M 910,442 +253,599 +39%
State Street
7
State Street
Massachusetts
$168M 868,202 -16,384 -2%
CB
8
Cooke & Bieler
Pennsylvania
$158M 815,380 -93,373 -10%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$132M 681,350 -39,649 -5%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$98.5M 509,118 -1,722 -0.3%
Fisher Asset Management
11
Fisher Asset Management
Washington
$98M 506,232 -11,006 -2%
Wells Fargo
12
Wells Fargo
California
$91.2M 471,126 +44,018 +10%
Northern Trust
13
Northern Trust
Illinois
$87.3M 451,359 -23,360 -5%
Victory Capital Management
14
Victory Capital Management
Texas
$77.4M 399,791 -73,905 -16%
SCM
15
Snyder Capital Management
California
$77.1M 398,395 -2,372 -0.6%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$75.6M 390,567 -9,561 -2%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$67.3M 347,720 -7,278 -2%
NPIC
18
Neumeier Poma Investment Counsel
California
$61.6M 318,273 +2,120 +0.7%
Norges Bank
19
Norges Bank
Norway
$61.6M 318,102 -15,988 -5%
Charles Schwab
20
Charles Schwab
California
$58.3M 301,263 +44,680 +17%
Fuller & Thaler Asset Management
21
Fuller & Thaler Asset Management
California
$55.9M 288,935 -174,208 -38%
Ameriprise
22
Ameriprise
Minnesota
$54.5M 281,419 -99,444 -26%
Lord, Abbett & Co
23
Lord, Abbett & Co
New Jersey
$54.1M 279,775 +41,953 +18%
Bank of America
24
Bank of America
North Carolina
$52M 268,868 -20,551 -7%
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$43.8M 226,556 +75,803 +50%
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