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Helen of Troy
HELE

Overview Fund Activity

291 hedge funds and large institutions have $3.14B invested in Helen of Troy in 2018 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 85 increasing their positions, 94 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
+29
Holders Change %
+11.07%
% of All Funds
6.49%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
68
Increased
85
Reduced
94
Closed
38
Calls
$8.44M
Puts
$11.3M
Net Calls
-$2.85M
Net Calls Change
-$5.44M

Top Buyers

1
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$44.7M
2
Goldman Sachs
Goldman Sachs
New York
$51.3M
3
RCAMU
Rothschild & Co Asset Management US
Connecticut
$24.1M
4
Aberdeen Group
Aberdeen Group
United Kingdom
$23.9M
5
Invesco
Invesco
Georgia
$27.6M

Top Sellers

1
CIP
Champlain Investment Partners
Vermont
$41.7M
2
ACH
ArrowMark Colorado Holdings
Colorado
$0
3
Fidelity Investments
Fidelity Investments
Massachusetts
$397M
4
CB
Cooke & Bieler
Pennsylvania
$38M
5
Marshall Wace
Marshall Wace
United Kingdom
$9.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
251
Versant Capital Management
Arizona
$27K -$507 -4 -2%
RFA
252
Reilly Financial Advisors
California
$26K – – –
FIB
253
First Interstate Bank
Montana
$26K – – –
GT
254
Glenmede Trust
Pennsylvania
$24.3K -$17.5K -133,730 -42%
JA
255
JOYN Advisors
Georgia
$20K -$3.29K -25 -14%
HR
256
Howe & Rusling
New York
$20K – – –
IDBONY
257
Israel Discount Bank of New York
New York
$20K – – –
TWA
258
TCI Wealth Advisors
Arizona
$18K -$6.31K -47 -26%
Fifth Third Bancorp
259
Fifth Third Bancorp
Ohio
$18K +$5.14K +40 +40%
MOS
260
MGO One Seven
Ohio
$18K +$18K +143 New
TRCT
261
Tower Research Capital (TRC)
New York
$15K -$171K -1,301 -92%
WAP
262
Wealthcare Advisory Partners
Pennsylvania
$15K – – –
PA
263
Parallel Advisors
California
$14K – – –
WIM
264
Westside Investment Management
California
$13.5K – – –
NIT
265
NumerixS Investment Technologies
British Columbia, Canada
$13K -$52K -400 -80%
Macquarie Group
266
Macquarie Group
Australia
$13K -$13K -100 -50%
GWM
267
Geneos Wealth Management
Colorado
$13K – – –
Northwestern Mutual Wealth Management
268
Northwestern Mutual Wealth Management
Wisconsin
$13K – – –
PFSC
269
Peoples Financial Services Corp
Pennsylvania
$10K – – –
WT
270
Whittier Trust
California
$9K +$9K +70 New
GAM
271
Gemmer Asset Management
California
$8K – – –
Acadian Asset Management
272
Acadian Asset Management
Massachusetts
$7K -$2.91M -20,771 -100%
PWMG
273
Prestige Wealth Management Group
New Jersey
$7K +$7K +51 New
RCAG
274
Rehmann Capital Advisory Group
Michigan
$6.17K – – –
CG
275
Cutler Group
California
$6K – – –
9 10
11
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