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Helen of Troy
HELE

Overview Fund Activity

262 hedge funds and large institutions have $3.31B invested in Helen of Troy in 2018 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 63 increasing their positions, 100 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
262
Holders Change
+12
Holders Change %
+4.8%
% of All Funds
6%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
48
Increased
63
Reduced
100
Closed
34
Calls
$15.2M
Puts
$12.6M
Net Calls
+$2.6M
Net Calls Change
+$2.56M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$38.1M
2
Marshall Wace
Marshall Wace
United Kingdom
$33M
3
Victory Capital Management
Victory Capital Management
Texas
$51.4M
4
EAM
Eagle Asset Management
Florida
$26.7M
5
Geode Capital Management
Geode Capital Management
Massachusetts
$45.7M

Top Sellers

1
WHG
Westwood Holdings Group
Texas
$2.12M
2
American Century Companies
American Century Companies
Missouri
$6.17M
3
ACH
ArrowMark Colorado Holdings
Colorado
$54.5M
4
CB
Cooke & Bieler
Pennsylvania
$88.2M
5
PP
Prudential plc
United Kingdom
$37.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
251
Smithfield Trust
Pennsylvania
$3K – – –
APA
252
American Portfolios Advisors
New York
$2.23K – – –
SPIA
253
Steward Partners Investment Advisory
New York
$2K -$5.78K -52 -74%
YWP
254
YorkBridge Wealth Partners
New York
$2K – – –
WWM
255
Wagner Wealth Management
South Carolina
$2K – – –
APP
256
Avantax Planning Partners
Iowa
$2K +$2K +12 New
HMS
257
Hanseatic Management Services
New Mexico
$2K +$2K +16 New
VFA
258
Valeo Financial Advisors
Indiana
$2K +$2K +19 New
CAG
259
Csenge Advisory Group
Florida
$2K +$2K +19 New
QI
260
QS Investors
New York
$1K – – –
WAM
261
Wealthspire Advisors (Maryland)
Maryland
$1K – – –
WSTAM
262
Wilbanks Smith & Thomas Asset Management
Virginia
$1K +$1K +11 New
Citadel Advisors
263
Citadel Advisors
Florida
– -$3.4M -34,537 Closed
Renaissance Technologies
264
Renaissance Technologies
New York
– -$1.68M -17,010 Closed
LAM
265
Lingohr Asset Management
Germany
– -$1.46M -14,837 Closed
CWM
266
Cornerstone Wealth Management
Missouri
– -$143K -14,114 Closed
Envestnet Asset Management
267
Envestnet Asset Management
Illinois
– -$1.26M -12,803 Closed
Boston Partners
268
Boston Partners
Massachusetts
– -$893K -9,070 Closed
SCM
269
Stevens Capital Management
Pennsylvania
– -$867K -8,802 Closed
CIC
270
Cornercap Investment Counsel
Georgia
– -$849K -8,620 Closed
Pacer Advisors
271
Pacer Advisors
Pennsylvania
– -$815K -8,279 Closed
D.E. Shaw & Co
272
D.E. Shaw & Co
New York
– -$734K -7,456 Closed
AA
273
ALPS Advisors
Colorado
– -$728K -7,391 Closed
LCM
274
Laurion Capital Management
New York
– -$699K -7,096 Closed
TAM
275
THB Asset Management
Connecticut
– -$692K -7,037 Closed
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