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Helen of Troy
HELE

Overview Fund Activity

262 hedge funds and large institutions have $3.64B invested in Helen of Troy in 2020 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 87 increasing their positions, 90 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
262
Holders Change
-10
Holders Change %
-3.68%
% of All Funds
5.79%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
45
Increased
87
Reduced
90
Closed
52
Calls
$18.2M
Puts
$12M
Net Calls
+$6.22M
Net Calls Change
+$3.77M

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$142M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$72.3M
3
Goldman Sachs
3
Goldman Sachs
New York
$37.9M
4
Brown Advisory
4
Brown Advisory
Maryland
$22.6M
5
Robeco Institutional Asset Management
5
Robeco Institutional Asset Management
Netherlands
$22.2M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$328M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$0
3
Invesco
3
Invesco
Georgia
$9.57M
4
Stifel Financial
4
Stifel Financial
Missouri
$1.28M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
226
Prelude Capital Management
New York
$55K +$55K +381 New
AssetMark Inc
227
AssetMark Inc
California
$44K +$15K +105 +52%
MAM
228
Meeder Asset Management
Ohio
$40K +$10.9K +75 +37%
RFA
229
Reilly Financial Advisors
California
$29K – – –
PCG
230
Private Capital Group
Connecticut
$25K +$25K +175 New
IA
231
IFP Advisors
Florida
$24K +$24K +152 New
ASN
232
Advisory Services Network
Georgia
$24K +$23.6K +165 +5,500%
FHA
233
First Horizon Advisors
Tennessee
$23K +$9.74K +69 +73%
SPIA
234
Steward Partners Investment Advisory
New York
$21K – – –
PA
235
Procyon Advisors
Connecticut
$19K – – –
WAP
236
Wealthcare Advisory Partners
Pennsylvania
$16K – – –
Rockefeller Capital Management
237
Rockefeller Capital Management
New York
$16K – – –
PA
238
Parallel Advisors
California
$15K – – –
GWM
239
Geneos Wealth Management
Colorado
$14K – – –
TWA
240
TCI Wealth Advisors
Arizona
$11K -$8.08K -58 -42%
PFSC
241
Peoples Financial Services Corp
Pennsylvania
$11K – – –
APA
242
American Portfolios Advisors
New York
$9.22K -$7.78K -54 -46%
GAM
243
Gemmer Asset Management
California
$9K – – –
SF
244
Synovus Financial
Georgia
$7K +$7K +47 New
FMII
245
Farmers & Merchants Investments Inc
Nebraska
$6K +$6K +41 New
BBHC
246
Brown Brothers Harriman & Co
New York
$6K +$6K +43 New
KFS
247
Kelly Financial Services
Massachusetts
$4.47K – – –
TL
248
TrueWealth LLC
Georgia
$4K – – –
Kayne Anderson Rudnick Investment Management
249
Kayne Anderson Rudnick Investment Management
California
$4K – – –
PWMG
250
Prestige Wealth Management Group
New Jersey
$4K +$4K +28 New
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10
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