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Helen of Troy
HELE

Overview Fund Activity

231 hedge funds and large institutions have $2.21B invested in Helen of Troy in 2018 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 71 increasing their positions, 85 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
Holders Change
+2
Holders Change %
+0.87%
% of All Funds
5.3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
28
Increased
71
Reduced
85
Closed
25
Calls
$9.52M
Puts
$7.61M
Net Calls
+$1.92M
Net Calls Change
-$3.97M

Top Buyers

1
CIP
Champlain Investment Partners
Vermont
+$16.3M
2
CB
Cooke & Bieler
Pennsylvania
+$12.7M
3
NPIC
Neumeier Poma Investment Counsel
California
+$10.2M
4
Northern Trust
Northern Trust
Illinois
+$9.54M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$9.02M

Top Sellers

1
Invesco
Invesco
Georgia
-$19.9M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$12.7M
3
State Street
State Street
Massachusetts
-$10.4M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$10.1M
5
Deutsche Bank
Deutsche Bank
Germany
-$6.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAM
226
Delta Asset Management
Tennessee
$1K – – –
QI
227
QS Investors
New York
$1K – – –
WWM
228
Wagner Wealth Management
South Carolina
$1K +$1K +12 New
APP
229
Avantax Planning Partners
Iowa
$1K +$1K +12 New
Nomura Holdings
230
Nomura Holdings
Japan
$210 +$210 +2,413 New
DIA
231
Dean Investment Associates
Ohio
– -$4.73M -49,065 Closed
DCM
232
Dean Capital Management
Kansas
– -$3.37M -34,930 Closed
ERSOT
233
Employees Retirement System of Texas
Texas
– -$1.88M -19,500 Closed
Arrowstreet Capital
234
Arrowstreet Capital
Massachusetts
– -$1.73M -17,916 Closed
Squarepoint
235
Squarepoint
New York
– -$1.59M -16,521 Closed
QCMA
236
Quad Capital Management Advisors
New York
– -$1.16M -12,000 Closed
MAM
237
Meeder Asset Management
Ohio
– -$878K -9,113 Closed
LCM
238
Laurion Capital Management
New York
– -$798K -8,280 Closed
JG
239
Jefferies Group
New York
– -$734K -7,613 Closed
Millennium Management
240
Millennium Management
New York
– -$677K -7,025 Closed
CTA
241
Carillon Tower Advisers
Florida
– -$534 -5,548 Closed
Parallax Volatility Advisers
242
Parallax Volatility Advisers
California
– -$401K -4,158 Closed
OAC
243
OMERS Administration Corp
Ontario, Canada
– -$385K -4,000 Closed
Holocene Advisors
244
Holocene Advisors
New York
– -$339K -3,523 Closed
CSS
245
Cubist Systematic Strategies
Connecticut
– -$266K -2,756 Closed
Victory Capital Management
246
Victory Capital Management
Texas
– -$243K -2,526 Closed
BPM
247
Bowling Portfolio Management
Ohio
– -$237K -2,460 Closed
HighTower Advisors
248
HighTower Advisors
Illinois
– -$220K -2,304 Closed
DCM
249
Delpha Capital Management
New York
– -$12K -128 Closed
PHK
250
Point72 Hong Kong
Hong Kong
– -$12K -126 Closed
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