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Helen of Troy
HELE

Overview Fund Activity

229 hedge funds and large institutions have $2.46B invested in Helen of Troy in 2017 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 79 increasing their positions, 80 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
+17
Holders Change %
+8.02%
% of All Funds
5.2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
40
Increased
79
Reduced
80
Closed
21
Calls
$9.44M
Puts
$3.55M
Net Calls
+$5.89M
Net Calls Change
+$9.02M

Top Buyers

1
ACH
ArrowMark Colorado Holdings
Colorado
$58M
2
VOYA Investment Management
VOYA Investment Management
Georgia
$17.9M
3
CB
Cooke & Bieler
Pennsylvania
$54.7M
4
State Street
State Street
Massachusetts
$109M
5
American Century Companies
American Century Companies
Missouri
$33.2M

Top Sellers

1
TA
Teachers Advisors
New York
$4.99M
2
Invesco
Invesco
Georgia
$25.3M
3
AllianceBernstein
AllianceBernstein
Tennessee
$13.7M
4
FA
Friess Associates
Delaware
$0
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$9.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
QI
226
QS Investors
New York
$1K – – –
Carson Wealth (CWM LLC)
227
Carson Wealth (CWM LLC)
Nebraska
$1K +$1K +11 New
STA
228
Summit Trail Advisors
New York
$1K +$1K +12 New
CTA
229
Carillon Tower Advisers
Florida
$534 +$534 +5,548 New
FA
230
Friess Associates
Delaware
– -$12.3M -127,201 Closed
NFA
231
Nationwide Fund Advisors
Ohio
– -$6.17M -63,710 Closed
CRC
232
Curi RMB Capital
Illinois
– -$4.27M -44,090 Closed
OAM
233
Oxford Asset Management
United Kingdom
– -$2.99M -30,741 Closed
Renaissance Technologies
234
Renaissance Technologies
New York
– -$2.36M -24,400 Closed
PCM
235
Piermont Capital Management
Missouri
– -$959K -9,900 Closed
GAM
236
Gotham Asset Management
New York
– -$853K -8,799 Closed
SAM
237
Shell Asset Management
Netherlands
– -$538K -5,548 Closed
Allianz Asset Management
238
Allianz Asset Management
Germany
– -$518K -5,350 Closed
MWNA
239
Marshall Wace North America
New York
– -$392K -4,043 Closed
GC
240
Grace Capital
Massachusetts
– -$386K -3,980 Closed
RQS
241
Ramsey Quantitative Systems
Kentucky
– -$332K -3,422 Closed
N
242
Natixis
France
– -$248K -2,563 Closed
PP
243
Paloma Partners
Connecticut
– -$242K -2,492 Closed
BCM
244
BlueCrest Capital Management
Jersey
– -$236K -2,440 Closed
SCCM
245
Schafer Cullen Capital Management
New York
– -$225K -2,325 Closed
EMG
246
Ellington Management Group
Connecticut
– -$213K -2,200 Closed
OAM
247
Oppenheimer Asset Management
New York
– -$38K -384 Closed
WT
248
Whittier Trust
California
– -$4K -40 Closed
MFW
249
Mosaic Family Wealth
Missouri
– -$3K -35 Closed
CG
250
Cutler Group
California
– -$3K -35 Closed
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