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Helen of Troy
HELE

Overview Fund Activity

308 hedge funds and large institutions have $5.76B invested in Helen of Troy in 2020 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 101 increasing their positions, 126 reducing their positions, and 46 closing their positions.

Holders
308
Holders Change
–
Holders Change %
0%
% of All Funds
5.46%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
46
Increased
101
Reduced
126
Closed
46
Calls
$28.7M
Puts
$58.1M
Net Calls
-$29.4M
Net Calls Change
-$35.7M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$113M
2
Capital World Investors
2
Capital World Investors
California
$71.7M
3
Capital International Investors
3
Capital International Investors
California
$53.5M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$419M
5
Wells Fargo
5
Wells Fargo
California
$139M

Top Sellers

1
RCAMU
1
Rothschild & Co Asset Management US
Connecticut
$0
2
CB
2
Cooke & Bieler
Pennsylvania
$162M
3
Victory Capital Management
3
Victory Capital Management
Texas
$71.7M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$34.5M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$27.1M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$641M 2,885,481 +55,668 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$513M 2,310,904 +33,829 +1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$419M 1,885,184 +162,304 +9%
Capital Research Global Investors
4
Capital Research Global Investors
California
$380M 1,711,291 +406 +0%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$289M 1,301,878 +138,936 +12%
William Blair Investment Management
6
William Blair Investment Management
Illinois
$218M 983,032 +72,590 +8%
State Street
7
State Street
Massachusetts
$198M 889,830 +21,628 +2%
CB
8
Cooke & Bieler
Pennsylvania
$162M 731,236 -84,144 -10%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$145M 652,231 -29,119 -4%
Wells Fargo
10
Wells Fargo
California
$139M 626,346 +155,220 +33%
Goldman Sachs
11
Goldman Sachs
New York
$113M 509,353 +358,033 +237%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$112M 502,507 -6,611 -1%
Fisher Asset Management
13
Fisher Asset Management
Washington
$111M 500,977 -5,255 -1%
SCM
14
Snyder Capital Management
California
$93.8M 422,258 +23,863 +6%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$89.6M 403,327 +12,760 +3%
Northern Trust
16
Northern Trust
Illinois
$88.5M 398,330 -53,029 -12%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$76.1M 342,461 -5,259 -2%
Ameriprise
18
Ameriprise
Minnesota
$73.3M 329,737 +48,318 +17%
Victory Capital Management
19
Victory Capital Management
Texas
$71.7M 322,796 -76,995 -19%
NPIC
20
Neumeier Poma Investment Counsel
California
$71.7M 322,658 +4,385 +1%
Capital World Investors
21
Capital World Investors
California
$71.7M 322,500 +322,500 New
Bank of America
22
Bank of America
North Carolina
$70.7M 318,331 +49,463 +18%
Norges Bank
23
Norges Bank
Norway
$66.6M 299,913 -18,189 -6%
Fuller & Thaler Asset Management
24
Fuller & Thaler Asset Management
California
$66.1M 297,509 +8,574 +3%
Lord, Abbett & Co
25
Lord, Abbett & Co
New Jersey
$65M 292,364 +12,589 +4%
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