HELE icon

Helen of Troy
HELE

Overview Fund Activity

264 hedge funds and large institutions have $2.87B invested in Helen of Troy in 2019 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 93 increasing their positions, 94 reducing their positions, and 62 closing their positions.

Holders
264
Holders Change
-27
Holders Change %
-9.28%
% of All Funds
5.72%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
36
Increased
93
Reduced
94
Closed
62
Calls
$14.9M
Puts
$16.1M
Net Calls
-$1.19M
Net Calls Change
+$1.65M

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$77.8M
2
CB
2
Cooke & Bieler
Pennsylvania
$62.5M
3
Ameriprise
3
Ameriprise
Minnesota
$42.7M
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$42.2M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$25.6M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$324M
2
BlackRock
2
BlackRock
New York
$350M
3
Morgan Stanley
3
Morgan Stanley
New York
$2.34M
4
Robeco Institutional Asset Management
4
Robeco Institutional Asset Management
Netherlands
$22.5M
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$72.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
226
Flagship Harbor Advisors
Massachusetts
$28K -$6.43K -56 -19%
AssetMark Inc
227
AssetMark Inc
California
$27K -$230 -2 -0.8%
OIA
228
OneDigital Investment Advisors
Kansas
$27K – – –
GT
229
Glenmede Trust
Pennsylvania
$26.9K +$5.4K +46,569 +25%
RFA
230
Reilly Financial Advisors
California
$23K – – –
FIB
231
First Interstate Bank
Montana
$23K – – –
VCM
232
Versant Capital Management
Arizona
$21K -$3.18K -28 -13%
IDBONY
233
Israel Discount Bank of New York
New York
$17K – – –
ACA
234
Anchor Capital Advisors
Massachusetts
$16.7K -$386 -3,332 -2%
TWA
235
TCI Wealth Advisors
Arizona
$16K – – –
Fifth Third Bancorp
236
Fifth Third Bancorp
Ohio
$16K – – –
WAP
237
Wealthcare Advisory Partners
Pennsylvania
$13K – – –
PA
238
Parallel Advisors
California
$13K – – –
Macquarie Group
239
Macquarie Group
Australia
$13K +$1.07K +9 +9%
Northwestern Mutual Wealth Management
240
Northwestern Mutual Wealth Management
Wisconsin
$12K – – –
GWM
241
Geneos Wealth Management
Colorado
$11K – – –
CAM
242
Cresset Asset Management
Illinois
$10K +$6.36K +56 +175%
HR
243
Howe & Rusling
New York
$9K -$9K -75 -50%
PFSC
244
Peoples Financial Services Corp
Pennsylvania
$9K – – –
APA
245
American Portfolios Advisors
New York
$8.12K +$3.36K +29 +71%
GAM
246
Gemmer Asset Management
California
$7K – – –
RCAG
247
Rehmann Capital Advisory Group
Michigan
$5.45K – – –
IA
248
IFP Advisors
Florida
$4K -$19.2K -178 -83%
MCM
249
MV Capital Management
Maryland
$4K +$4K +31 New
KFS
250
Kelly Financial Services
Massachusetts
$3.6K +$3.6K +31 New
8 9
10
11 12