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Helen of Troy

291 hedge funds and large institutions have $3.14B invested in Helen of Troy in 2018 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 85 increasing their positions, 94 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

4.48% less ownership

Funds ownership: 96.02%91.55% (-4.5%)

5% less capital invested

Capital invested by funds: $3.31B → $3.14B (-$166M)

25% less call options, than puts

Call options by funds: $8.44M | Put options by funds: $11.3M

Holders
291
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.44M
Puts
$11.3M
Net Calls
Net Calls Change

Top Buyers

1 +$44.7M
2 +$39.3M
3 +$24.1M
4
Aberdeen Group
Aberdeen Group
United Kingdom
+$23.9M
5
Invesco
Invesco
Georgia
+$22.7M

Top Sellers

1 -$67.3M
2 -$54.5M
3 -$54.1M
4
CB
Cooke & Bieler
Pennsylvania
-$50.3M
5
Marshall Wace
Marshall Wace
United Kingdom
-$23.2M
Name Holding Trade Value Shares
Change
Change in
Stake
226
$215K
227
$206K
228
$201K
229
$198K
230
$192K
231
$174K
232
$169K
233
$158K
234
$109K
235
$107K
236
$106K
237
$76K
238
$73K
239
$63K
240
$58K
241
$57.9K
242
$49K
243
$39K
244
$37K
245
$34K
246
$31K
247
$31K
248
$29K
249
$28K
250
$28K