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Helen of Troy
HELE

Overview Fund Activity

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
Holders
291
Holders Change
+29
Holders Change %
+11.07%
% of All Funds
6.49%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
68
Increased
85
Reduced
94
Closed
38
Calls
$8.44M
Puts
$11.3M
Net Calls
-$2.85M
Net Calls Change
-$5.44M

Top Buyers

1
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$44.7M
2
Goldman Sachs
Goldman Sachs
New York
$51.3M
3
RCAMU
Rothschild & Co Asset Management US
Connecticut
$24.1M
4
Aberdeen Group
Aberdeen Group
United Kingdom
$23.9M
5
Invesco
Invesco
Georgia
$27.6M

Top Sellers

1
CIP
Champlain Investment Partners
Vermont
$41.7M
2
ACH
ArrowMark Colorado Holdings
Colorado
$0
3
Fidelity Investments
Fidelity Investments
Massachusetts
$397M
4
CB
Cooke & Bieler
Pennsylvania
$38M
5
Marshall Wace
Marshall Wace
United Kingdom
$9.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
226
Bank of Montreal
Ontario, Canada
$215K +$46.6K +355 +28%
AP
227
Advisor Partners
California
$206K +$206K +1,567 New
EVM
228
Eaton Vance Management
Massachusetts
$201K – – –
AAM
229
Advisors Asset Management
Colorado
$198K +$198K +1,510 New
ARMT
230
Amica Retiree Medical Trust
Rhode Island
$192K -$181K -1,381 -49%
ASN
231
Advisory Services Network
Georgia
$174K -$15.9K -121 -8%
QT
232
Quantamental Technologies
New York
$169K +$169K +1,292 New
IAS
233
IMA Advisory Services
Colorado
$158K – – –
MAM
234
Meeder Asset Management
Ohio
$109K +$100K +763 +1,139%
AF
235
Advisornet Financial
Minnesota
$107K +$6.94K +53 +7%
UFF
236
USA Financial Formulas
Michigan
$106K +$106K +811 New
CAPTRUST Financial Advisors
237
CAPTRUST Financial Advisors
North Carolina
$76K – – –
CMBA
238
C.M. Bidwell & Associates
Hawaii
$73K +$73K +555 New
OAM
239
Oppenheimer Asset Management
New York
$63K +$63K +487 New
APSP
240
Asset Planning Services (Pennsylvania)
Pennsylvania
$58K -$7.17K -55 -11%
BNP Paribas Financial Markets
241
BNP Paribas Financial Markets
France
$57.9K -$304K -2,321 -84%
TNBTD
242
Trustmark National Bank Trust Department
Mississippi
$49K – – –
FHA
243
Flagship Harbor Advisors
Massachusetts
$39K +$27.6K +212 +241%
AIL
244
AGF Investments LLC
Ontario, Canada
$37K +$37K +282 New
LWM
245
Lenox Wealth Management
Ohio
$34K – – –
AssetMark Inc
246
AssetMark Inc
California
$31K -$2.09K -16 -6%
OIA
247
OneDigital Investment Advisors
Kansas
$31K +$31K +235 New
FHA
248
First Horizon Advisors
Tennessee
$29K – – –
IA
249
IFP Advisors
Florida
$28K -$5.6K -43 -17%
PCM
250
Penserra Capital Management
California
$28K +$28K +219 New
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