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Helen of Troy
HELE

Overview Fund Activity

262 hedge funds and large institutions have $3.31B invested in Helen of Troy in 2018 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 63 increasing their positions, 100 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
262
Holders Change
+12
Holders Change %
+4.8%
% of All Funds
6%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
48
Increased
63
Reduced
100
Closed
34
Calls
$15.2M
Puts
$12.6M
Net Calls
+$2.6M
Net Calls Change
+$2.56M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$38.1M
2
Marshall Wace
Marshall Wace
United Kingdom
$33M
3
Victory Capital Management
Victory Capital Management
Texas
$51.4M
4
EAM
Eagle Asset Management
Florida
$26.7M
5
Geode Capital Management
Geode Capital Management
Massachusetts
$45.7M

Top Sellers

1
WHG
Westwood Holdings Group
Texas
$2.12M
2
American Century Companies
American Century Companies
Missouri
$6.17M
3
ACH
ArrowMark Colorado Holdings
Colorado
$54.5M
4
CB
Cooke & Bieler
Pennsylvania
$88.2M
5
PP
Prudential plc
United Kingdom
$37.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Macquarie Group
226
Macquarie Group
Australia
$26K -$4.71M -36,210 -99%
FIB
227
First Interstate Bank
Montana
$26K – – –
RFA
228
Reilly Financial Advisors
California
$26K – – –
TWA
229
TCI Wealth Advisors
Arizona
$24K – – –
JA
230
JOYN Advisors
Georgia
$23K -$1.56K -12 -6%
IDBONY
231
Israel Discount Bank of New York
New York
$20K -$19.3K -145 -49%
HR
232
Howe & Rusling
New York
$20K – – –
CTC
233
Central Trust Company
Missouri
$16K – – –
WAP
234
Wealthcare Advisory Partners
Pennsylvania
$15K – – –
PA
235
Parallel Advisors
California
$14K – – –
AIM
236
Advantage Investment Management
Iowa
$14K +$14K +104 New
WIM
237
Westside Investment Management
California
$13.3K +$13.3K +103 New
Fifth Third Bancorp
238
Fifth Third Bancorp
Ohio
$13K -$15.9K -122 -55%
GWM
239
Geneos Wealth Management
Colorado
$13K – – –
Northwestern Mutual Wealth Management
240
Northwestern Mutual Wealth Management
Wisconsin
$13K – – –
SWM
241
SeaCrest Wealth Management
New York
$12K – – –
PAM
242
Panagora Asset Management
Massachusetts
$11K -$35.4K -267 -76%
FHA
243
Flagship Harbor Advisors
Massachusetts
$11K – – –
PFSC
244
Peoples Financial Services Corp
Pennsylvania
$10K – – –
MAM
245
Meeder Asset Management
Ohio
$9K +$9K +67 New
GAM
246
Gemmer Asset Management
California
$8K – – –
RCAG
247
Rehmann Capital Advisory Group
Michigan
$6.15K – – –
CG
248
Cutler Group
California
$6K +$6K +50 New
OWA
249
One Wealth Advisors
California
$4K -$774 -6 -16%
PMFA
250
Plante Moran Financial Advisors
Michigan
$4K +$4K +31 New
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