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Helen of Troy
HELE

Overview Fund Activity

263 hedge funds and large institutions have $3.09B invested in Helen of Troy in 2019 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 65 increasing their positions, 125 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
263
Holders Change
-1
Holders Change %
-0.38%
% of All Funds
5.72%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
37
Increased
65
Reduced
125
Closed
34
Calls
$15.3M
Puts
$7.4M
Net Calls
+$7.95M
Net Calls Change
+$9.14M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$114M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$18.4M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$18.3M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$14.5M
5
Wells Fargo
Wells Fargo
California
+$9.99M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$36M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$29.1M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$28.6M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$22.8M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$19.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
226
Flagship Harbor Advisors
Massachusetts
$31K -$517 -4 -2%
AssetMark Inc
227
AssetMark Inc
California
$31K -$132 -1 -0.4%
OIA
228
OneDigital Investment Advisors
Kansas
$31K – – –
C
229
Cerebellum
California
$31K +$31K +236 New
FIB
230
First Interstate Bank
Montana
$26K – – –
RFA
231
Reilly Financial Advisors
California
$26K – – –
NIT
232
NumerixS Investment Technologies
British Columbia, Canada
$26K +$26K +200 New
GT
233
Glenmede Trust
Pennsylvania
$23.5K -$6.81K -52,120 -22%
AIL
234
AGF Investments LLC
Ontario, Canada
$19K -$15.4K -118 -45%
Fifth Third Bancorp
235
Fifth Third Bancorp
Ohio
$19K +$655 +5 +4%
SPIA
236
Steward Partners Investment Advisory
New York
$19K +$19K +146 New
TWA
237
TCI Wealth Advisors
Arizona
$18K +$771 +6 +4%
WAP
238
Wealthcare Advisory Partners
Pennsylvania
$15K – – –
PA
239
Parallel Advisors
California
$14K – – –
GWM
240
Geneos Wealth Management
Colorado
$13K – – –
VCM
241
Versant Capital Management
Arizona
$11K -$11.9K -96 -52%
Rockefeller Capital Management
242
Rockefeller Capital Management
New York
$10K -$21.1K -169 -68%
HR
243
Howe & Rusling
New York
$10K – – –
PFSC
244
Peoples Financial Services Corp
Pennsylvania
$10K – – –
GAM
245
Gemmer Asset Management
California
$8K – – –
APA
246
American Portfolios Advisors
New York
$7.57K -$1.57K -12 -17%
PHK
247
Point72 Hong Kong
Hong Kong
$7K +$7K +55 New
RCAG
248
Rehmann Capital Advisory Group
Michigan
$6.14K – – –
Kayne Anderson Rudnick Investment Management
249
Kayne Anderson Rudnick Investment Management
California
$5K +$5K +37 New
KFS
250
Kelly Financial Services
Massachusetts
$4.05K – – –
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10
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