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Helen of Troy
HELE

Overview Fund Activity

252 hedge funds and large institutions have $3.76B invested in Helen of Troy in 2019 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 69 increasing their positions, 110 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
-11
Holders Change %
-4.18%
% of All Funds
5.53%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
28
Increased
69
Reduced
110
Closed
38
Calls
$17.5M
Puts
$22.5M
Net Calls
-$4.98M
Net Calls Change
-$12.9M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$238M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$40M
3
VOYA Investment Management
VOYA Investment Management
Georgia
$47.3M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$417M
5
CM
Castleark Management
Illinois
$10.6M

Top Sellers

1
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.18M
2
HAM
Hillcrest Asset Management
Texas
$0
3
CIP
Champlain Investment Partners
Vermont
$38.6M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$11.6M
5
UBS Group
UBS Group
Switzerland
$5.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
226
Glenmede Trust
Pennsylvania
$20.6K -$7.7K -48,856 -27%
Fifth Third Bancorp
227
Fifth Third Bancorp
Ohio
$19K -$3.96K -25 -17%
WAP
228
Wealthcare Advisory Partners
Pennsylvania
$18K – – –
PA
229
Parallel Advisors
California
$17K – – –
GWM
230
Geneos Wealth Management
Colorado
$15K – – –
FHA
231
First Horizon Advisors
Tennessee
$14K -$26.2K -176 -65%
Rockefeller Capital Management
232
Rockefeller Capital Management
New York
$14K +$1.56K +10 +13%
HR
233
Howe & Rusling
New York
$12K – – –
PFSC
234
Peoples Financial Services Corp
Pennsylvania
$12K – – –
NFG
235
Next Financial Group
Texas
$12K +$12K +76 New
VCM
236
Versant Capital Management
Arizona
$10K -$2.9K -20 -22%
APA
237
American Portfolios Advisors
New York
$9.14K – – –
GAM
238
Gemmer Asset Management
California
$9K – – –
RCAG
239
Rehmann Capital Advisory Group
Michigan
$7.41K – – –
Lazard Asset Management
240
Lazard Asset Management
New York
$7K +$7K +50 New
KFS
241
Kelly Financial Services
Massachusetts
$4.89K – – –
Kayne Anderson Rudnick Investment Management
242
Kayne Anderson Rudnick Investment Management
California
$4K -$1.69K -11 -30%
ST
243
Smithfield Trust
Pennsylvania
$4K – – –
LWA
244
Lenox Wealth Advisors
New York
$4K +$4K +24 New
BWA
245
BDO Wealth Advisors
Florida
$4K +$4K +25 New
HGWM
246
Harvest Group Wealth Management
Massachusetts
$3K – – –
MCM
247
MV Capital Management
Maryland
$3K – – –
HMS
248
Hanseatic Management Services
New Mexico
$3K – – –
GWAG
249
Garrett Wealth Advisory Group
Texas
$2.52K +$2.52K +16 New
CFA
250
Carroll Financial Associates
North Carolina
$2K – – –
8 9
10
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