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Helen of Troy
HELE

Overview Fund Activity

322 hedge funds and large institutions have $5.54B invested in Helen of Troy in 2021 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 89 increasing their positions, 144 reducing their positions, and 39 closing their positions.

Holders
322
Holders Change
+14
Holders Change %
+4.55%
% of All Funds
5.67%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
54
Increased
89
Reduced
144
Closed
39
Calls
$24.2M
Puts
$31.3M
Net Calls
-$7.1M
Net Calls Change
+$22.3M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$211M
2
Capital International Investors
2
Capital International Investors
California
$94.1M
3
CB
3
Cooke & Bieler
Pennsylvania
$197M
4
Goldman Sachs
4
Goldman Sachs
New York
$148M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$426M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$13.1M
2
State Street
2
State Street
Massachusetts
$157M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$368K
4
Bank of America
4
Bank of America
North Carolina
$45.1M
5
Invesco
5
Invesco
Georgia
$11.5M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$590M 2,800,516 -84,965 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$483M 2,294,778 -16,126 -0.7%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$426M 2,023,179 +137,995 +7%
Capital Research Global Investors
4
Capital Research Global Investors
California
$382M 1,811,963 +100,672 +6%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$275M 1,306,777 +4,899 +0.4%
Wells Fargo
6
Wells Fargo
California
$211M 1,003,469 +377,123 +60%
CB
7
Cooke & Bieler
Pennsylvania
$197M 935,674 +204,438 +28%
William Blair Investment Management
8
William Blair Investment Management
Illinois
$189M 896,526 -86,506 -9%
State Street
9
State Street
Massachusetts
$157M 743,288 -146,542 -16%
Goldman Sachs
10
Goldman Sachs
New York
$148M 704,234 +194,881 +38%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$134M 636,553 -15,678 -2%
Fisher Asset Management
12
Fisher Asset Management
Washington
$101M 480,378 -20,599 -4%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$98M 465,134 -37,373 -7%
Capital International Investors
14
Capital International Investors
California
$94.1M 446,591 +205,973 +86%
Capital World Investors
15
Capital World Investors
California
$93.8M 445,500 +123,000 +38%
Victory Capital Management
16
Victory Capital Management
Texas
$90.4M 429,144 +106,348 +33%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$88.6M 420,657 +17,330 +4%
SCM
18
Snyder Capital Management
California
$83.7M 397,131 -25,127 -6%
Lord, Abbett & Co
19
Lord, Abbett & Co
New Jersey
$82M 389,382 +97,018 +33%
Northern Trust
20
Northern Trust
Illinois
$79.5M 377,320 -21,010 -5%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$67.9M 322,276 -20,185 -6%
NPIC
22
Neumeier Poma Investment Counsel
California
$67.8M 321,748 -910 -0.3%
Macquarie Group
23
Macquarie Group
Australia
$58.8M 278,913 -10,819 -4%
Charles Schwab
24
Charles Schwab
California
$57.3M 272,017 -16,684 -6%
Norges Bank
25
Norges Bank
Norway
$50M 237,568 -62,345 -21%
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