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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 %
CTC
251
Central Trust Company
Missouri
$4K +$4K +30 New
LWA
252
Lenox Wealth Advisors
New York
$3K – – –
SL
253
Savior LLC
Massachusetts
$3K – – –
SFG
254
Sowa Financial Group
Rhode Island
$3K – – –
Northwestern Mutual Wealth Management
255
Northwestern Mutual Wealth Management
Wisconsin
$3K +$2.25K +15 +300%
GFPC
256
Global Financial Private Client
Florida
$2.69K – – –
HMS
257
Hanseatic Management Services
New Mexico
$2K – – –
VCM
258
Versant Capital Management
Arizona
$1K -$6.67K -60 -87%
CFGS
259
Concourse Financial Group Securities
Alabama
$1K +$1K +9 New
WIM
260
Westside Investment Management
California
$14 +$14 +103 New
Balyasny Asset Management
261
Balyasny Asset Management
Illinois
– -$17.4M -96,546 Closed
Point72 Asset Management
262
Point72 Asset Management
Connecticut
– -$12.5M -69,440 Closed
Voloridge Investment Management
263
Voloridge Investment Management
Florida
– -$4.78M -26,556 Closed
SC
264
Sepio Capital
Utah
– -$3.64M -20,261 Closed
AAM
265
Arabesque Asset Management
United Kingdom
– -$3.35M -18,606 Closed
CCM
266
Cloverdale Capital Management
Texas
– -$2.98M -16,551 Closed
WG
267
Winton Group
United Kingdom
– -$1.33M -7,404 Closed
SLG
268
Stanley-Laman Group
Pennsylvania
– -$1.07M -5,928 Closed
OAM
269
Oxford Asset Management
United Kingdom
– -$971K -5,398 Closed
Cambridge Investment Research Advisors
270
Cambridge Investment Research Advisors
Iowa
– -$876K -4,873 Closed
MERSOM
271
Municipal Employees' Retirement System of Michigan
Michigan
– -$838K -4,660 Closed
QCM
272
Quantinno Capital Management
New York
– -$787K -4,380 Closed
AI
273
AdvisorShares Investments
Maryland
– -$766K -4,263 Closed
DWA
274
Dorsey Wright & Associates
California
– -$766K -4,263 Closed
6M
275
6 Meridian
Kansas
– -$683K -3,800 Closed
9 10
11
12 13