HELE icon

Helen of Troy
HELE

Overview Fund Activity

272 hedge funds and large institutions have $4.33B invested in Helen of Troy in 2019 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 79 increasing their positions, 104 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
+20
Holders Change %
+7.94%
% of All Funds
5.37%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
48
Increased
79
Reduced
104
Closed
19
Calls
$25.1M
Puts
$22.7M
Net Calls
+$2.45M
Net Calls Change
+$7.43M

Top Buyers

1
CB
Cooke & Bieler
Pennsylvania
$177M
2
Capital Research Global Investors
Capital Research Global Investors
California
$300M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$17.4M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$14.2M
5
ACA
Anchor Capital Advisors
Massachusetts
$36.5M

Top Sellers

1
CIP
Champlain Investment Partners
Vermont
$0
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$12.5M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$445M
4
EAM
Eagle Asset Management
Florida
$20.3M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$1.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMT
226
First Mercantile Trust
Tennessee
$106K -$18K -100 -15%
IUHSA
227
Itau Unibanco Holding S.A.
Brazil
$101K +$101K +561 New
Simplex Trading
228
Simplex Trading
Illinois
$81K -$84.1K -468 -51%
FHA
229
Flagship Harbor Advisors
Massachusetts
$79K +$12.5K +70 +19%
OAM
230
Oppenheimer Asset Management
New York
$55K -$11.5K -64 -17%
IFAM
231
Institutional & Family Asset Management
Colorado
$53K +$53K +294 New
TA
232
TFG Advisers
Michigan
$53K +$53K +300 New
LWM
233
Lenox Wealth Management
Ohio
$47K – – –
VCM
234
Vigilant Capital Management
Maine
$44K +$44K +243 New
FL
235
Fort LP
Maryland
$37K -$656K -3,687 -95%
AssetMark Inc
236
AssetMark Inc
California
$37K +$4.01K +22 +12%
MAM
237
Meeder Asset Management
Ohio
$36K -$127K -708 -78%
RFA
238
Reilly Financial Advisors
California
$36K – – –
NIT
239
NumerixS Investment Technologies
British Columbia, Canada
$36K +$36K +200 New
SPIA
240
Steward Partners Investment Advisory
New York
$26K – – –
TWA
241
TCI Wealth Advisors
Arizona
$25K -$547 -3 -2%
NFG
242
Next Financial Group
Texas
$25K +$11.2K +62 +82%
PA
243
Procyon Advisors
Connecticut
$24K +$24K +135 New
Fifth Third Bancorp
244
Fifth Third Bancorp
Ohio
$22K – – –
APA
245
American Portfolios Advisors
New York
$21.2K +$10.8K +60 +103%
WAP
246
Wealthcare Advisory Partners
Pennsylvania
$20K – – –
PA
247
Parallel Advisors
California
$20K – – –
Rockefeller Capital Management
248
Rockefeller Capital Management
New York
$20K +$4.07K +23 +26%
GWM
249
Geneos Wealth Management
Colorado
$17K – – –
FHA
250
First Horizon Advisors
Tennessee
$16K – – –
8 9
10
11 12