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Helen of Troy
HELE

Overview Fund Activity

279 hedge funds and large institutions have $5.74B invested in Helen of Troy in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 79 increasing their positions, 122 reducing their positions, and 31 closing their positions.

Holders
279
Holders Change
-7
Holders Change %
-2.45%
% of All Funds
4.9%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
26
Increased
79
Reduced
122
Closed
31
Calls
$31.3M
Puts
$26.9M
Net Calls
+$4.47M
Net Calls Change
-$5.82M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$120M
2
Capital International Investors
2
Capital International Investors
California
$231M
3
CB
3
Cooke & Bieler
Pennsylvania
$304M
4
Wells Fargo
4
Wells Fargo
California
$260M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$14.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$288M
2
BlackRock
2
BlackRock
New York
$574M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$483M
4
RI
4
Redwood Investments
Massachusetts
$0
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$574M 2,552,640 -81,701 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$512M 2,280,051 -34,948 -2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$483M 2,147,635 -61,990 -3%
Capital Research Global Investors
4
Capital Research Global Investors
California
$397M 1,765,574 -411 -0%
CB
5
Cooke & Bieler
Pennsylvania
$304M 1,351,011 +159,776 +13%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$288M 1,283,208 -161,458 -11%
Wells Fargo
7
Wells Fargo
California
$260M 1,155,689 +85,159 +8%
Capital International Investors
8
Capital International Investors
California
$231M 1,027,759 +339,015 +49%
William Blair Investment Management
9
William Blair Investment Management
Illinois
$177M 786,289 +15,931 +2%
State Street
10
State Street
Massachusetts
$164M 728,427 -13,743 -2%
Capital World Investors
11
Capital World Investors
California
$162M 720,000 +39,000 +6%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$140M 622,470 +3,264 +0.5%
Janus Henderson Group
13
Janus Henderson Group
United Kingdom
$120M 533,997 +533,997 New
Fisher Asset Management
14
Fisher Asset Management
Washington
$99.9M 444,770 -14,011 -3%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$94.4M 420,115 -9,832 -2%
SCM
16
Snyder Capital Management
California
$90.7M 403,878 +10,697 +3%
Victory Capital Management
17
Victory Capital Management
Texas
$88.8M 395,172 -45,293 -10%
Northern Trust
18
Northern Trust
Illinois
$78.5M 349,170 -14,706 -4%
Macquarie Group
19
Macquarie Group
Australia
$69.6M 309,759 -1,841 -0.6%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$66.7M 296,691 -9,229 -3%
Charles Schwab
21
Charles Schwab
California
$62.7M 278,996 +4,586 +2%
T. Rowe Price Associates
22
T. Rowe Price Associates
Maryland
$58.6M 260,848 -31,198 -11%
NPIC
23
Neumeier Poma Investment Counsel
California
$56.4M 251,088 -5,055 -2%
Loomis, Sayles & Company
24
Loomis, Sayles & Company
Massachusetts
$49.2M 218,833 +25,944 +13%
Fuller & Thaler Asset Management
25
Fuller & Thaler Asset Management
California
$44.7M 199,071 +509 +0.3%
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