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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 %
PHK
251
Point72 Hong Kong
Hong Kong
$16K +$16K +90 New
PFSC
252
Peoples Financial Services Corp
Pennsylvania
$14K – – –
HR
253
Howe & Rusling
New York
$13K – – –
OSAM
254
O'Shaughnessy Asset Management
Connecticut
$12K -$2.49M -13,271 -100%
VCM
255
Versant Capital Management
Arizona
$12K – – –
GAM
256
Gemmer Asset Management
California
$11K – – –
KFS
257
Kelly Financial Services
Massachusetts
$5.57K – – –
TRCT
258
Tower Research Capital (TRC)
New York
$5K -$122K -657 -96%
Kayne Anderson Rudnick Investment Management
259
Kayne Anderson Rudnick Investment Management
California
$5K – – –
LWA
260
Lenox Wealth Advisors
New York
$4K – – –
ST
261
Smithfield Trust
Pennsylvania
$4K – – –
SFG
262
Sowa Financial Group
Rhode Island
$4K +$4K +20 New
TL
263
TrueWealth LLC
Georgia
$4K +$4K +25 New
GFPC
264
Global Financial Private Client
Florida
$3.78K +$3.78K +21 New
HMS
265
Hanseatic Management Services
New Mexico
$3K – – –
SL
266
Savior LLC
Massachusetts
$3K +$3K +19 New
ACM
267
Allred Capital Management
Texas
$2.7K +$2.7K +15 New
TFO
268
Tarbox Family Office
California
$2K – – –
HGWM
269
Harvest Group Wealth Management
Massachusetts
$2K – – –
ASN
270
Advisory Services Network
Georgia
$1K +$1K +3 New
Northwestern Mutual Wealth Management
271
Northwestern Mutual Wealth Management
Wisconsin
$1K +$1K +5 New
CIP
272
Champlain Investment Partners
Vermont
– -$38.6M -244,895 Closed
Renaissance Technologies
273
Renaissance Technologies
New York
– -$8M -50,710 Closed
FSCM
274
First Sabrepoint Capital Management
Texas
– -$7.88M -50,000 Closed
Two Sigma Advisers
275
Two Sigma Advisers
New York
– -$2.02M -12,800 Closed
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