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Helen of Troy
HELE

Overview Fund Activity

264 hedge funds and large institutions have $2.87B invested in Helen of Troy in 2019 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 93 increasing their positions, 94 reducing their positions, and 62 closing their positions.

Holders
264
Holders Change
-27
Holders Change %
-9.28%
% of All Funds
5.72%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
36
Increased
93
Reduced
94
Closed
62
Calls
$14.9M
Puts
$16.1M
Net Calls
-$1.19M
Net Calls Change
+$1.65M

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$77.8M
2
CB
2
Cooke & Bieler
Pennsylvania
$62.5M
3
Ameriprise
3
Ameriprise
Minnesota
$42.7M
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$42.2M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$25.6M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$324M
2
BlackRock
2
BlackRock
New York
$350M
3
Morgan Stanley
3
Morgan Stanley
New York
$2.34M
4
Robeco Institutional Asset Management
4
Robeco Institutional Asset Management
Netherlands
$22.5M
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$72.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
251
Smithfield Trust
Pennsylvania
$3K – – –
OWA
252
One Wealth Advisors
California
$3K +$3K +28 New
TRCT
253
Tower Research Capital (TRC)
New York
$2K -$11.4K -97 -85%
YWP
254
YorkBridge Wealth Partners
New York
$2K – – –
HMS
255
Hanseatic Management Services
New Mexico
$2K – – –
WEC
256
Winslow Evans & Crocker
Massachusetts
$2K +$2K +10 New
HGWM
257
Harvest Group Wealth Management
Massachusetts
$2K +$2K +16 New
CFA
258
Camarda Financial Advisors
Florida
$2K +$2K +20 New
PFO
259
Pathstone Family Office
New Jersey
$2K +$2K +21 New
SCM
260
Shelton Capital Management
Colorado
$1.92K -$14.6K -1,694 -88%
SWM
261
SeaCrest Wealth Management
New York
$1K – – –
WAM
262
Wealthspire Advisors (Maryland)
Maryland
$1K +$583 +7 +140%
FA
263
Friess Associates
Delaware
– -$15.1M -115,000 Closed
Marshall Wace
264
Marshall Wace
United Kingdom
– -$9.84M -74,985 Closed
DBG
265
De Burlo Group
Massachusetts
– -$8.76M -66,800 Closed
CM
266
Castleark Management
Illinois
– -$7M -53,375 Closed
MWNA
267
Marshall Wace North America
New York
– -$6.08M -46,357 Closed
CAM
268
Cortina Asset Management
Wisconsin
– -$3.8M -28,969 Closed
Nordea Investment Management
269
Nordea Investment Management
Sweden
– -$3.7M -28,200 Closed
CPC
270
Cookson Peirce & Co
Pennsylvania
– -$3.28M -24,970 Closed
Los Angeles Capital Management
271
Los Angeles Capital Management
California
– -$2.9M -22,135 Closed
CCMG
272
Clark Capital Management Group
Pennsylvania
– -$2.69M -20,488 Closed
3C
273
361 Capital
Colorado
– -$2.51M -19,149 Closed
CCI
274
Columbus Circle Investors
– -$2.18M -16,639 Closed
EI
275
EAM Investors
California
– -$2.06M -15,728 Closed
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