HELE icon

Helen of Troy
HELE

Overview Fund Activity

250 hedge funds and large institutions have $2.54B invested in Helen of Troy in 2018 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 82 increasing their positions, 73 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
+19
Holders Change %
+8.23%
% of All Funds
5.73%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
40
Increased
82
Reduced
73
Closed
18
Calls
$7.37M
Puts
$7.33M
Net Calls
+$34K
Net Calls Change
-$1.88M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
$15M
2
BlackRock
BlackRock
New York
$298M
3
TA
Teachers Advisors
New York
$18.4M
4
CB
Cooke & Bieler
Pennsylvania
$81.2M
5
Wells Fargo
Wells Fargo
California
$73.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$348M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$114M
3
American Century Companies
American Century Companies
Missouri
$26.2M
4
WHG
Westwood Holdings Group
Texas
$32.2M
5
SCM
SG Capital Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HR
226
Howe & Rusling
New York
$15K – – –
CTC
227
Central Trust Company
Missouri
$12K +$12K +125 New
EA
228
Edge Advisors
Georgia
$11K – – –
WAP
229
Wealthcare Advisory Partners
Pennsylvania
$11K +$11K +112 New
PA
230
Parallel Advisors
California
$10K – – –
Northwestern Mutual Wealth Management
231
Northwestern Mutual Wealth Management
Wisconsin
$10K – – –
SWM
232
SeaCrest Wealth Management
New York
$9K – – –
GWM
233
Geneos Wealth Management
Colorado
$9K – – –
FHA
234
Flagship Harbor Advisors
Massachusetts
$8K +$8K +88 New
PFSC
235
Peoples Financial Services Corp
Pennsylvania
$7K – – –
SPIA
236
Steward Partners Investment Advisory
New York
$7K – – –
GAM
237
Gemmer Asset Management
California
$6K +$700 +7 +13%
RCAG
238
Rehmann Capital Advisory Group
Michigan
$4.63K -$492 -5 -10%
OWA
239
One Wealth Advisors
California
$4K – – –
GFP
240
Gryphon Financial Partners
Ohio
$4K – – –
ST
241
Smithfield Trust
Pennsylvania
$2K – – –
YWP
242
YorkBridge Wealth Partners
New York
$2K – – –
CA
243
Centerpoint Advisors
Massachusetts
$2K +$2K +19 New
APA
244
American Portfolios Advisors
New York
$1.67K – – –
Manulife (Manufacturers Life Insurance)
245
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1K -$4.45M -62,246 -100%
DAM
246
Delta Asset Management
Tennessee
$1K – – –
OFS
247
Orrstown Financial Services
Pennsylvania
$1K – – –
QI
248
QS Investors
New York
$1K – – –
WWM
249
Wagner Wealth Management
South Carolina
$1K – – –
SCM
250
SG Capital Management
Illinois
– -$6.62M -76,059 Closed
7 8 9
10
11