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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 %
APA
276
American Portfolios Advisors
New York
$5.38K +$3.15K +24 +141%
CAM
277
Cresset Asset Management
Illinois
$4K +$4K +32 New
ST
278
Smithfield Trust
Pennsylvania
$3K – – –
SGS
279
Sterling Global Strategies
California
$2.76K +$2.76K +21 New
HMS
280
Hanseatic Management Services
New Mexico
$2K – – –
YWP
281
YorkBridge Wealth Partners
New York
$2K – – –
DBT
282
Dubuque Bank & Trust
Iowa
$2K +$2K +15 New
Schroder Investment Management Group
283
Schroder Investment Management Group
United Kingdom
$1.18K +$997 +7,600 +543%
SWM
284
SeaCrest Wealth Management
New York
$1K -$12K -84 -92%
QI
285
QS Investors
New York
$1K – – –
WAM
286
Wealthspire Advisors (Maryland)
Maryland
$1K – – –
Carson Wealth (CWM LLC)
287
Carson Wealth (CWM LLC)
Nebraska
$1K +$1K +8 New
PHK
288
Point72 Hong Kong
Hong Kong
$1K +$1K +11 New
AAMU
289
Amundi Asset Management US
Massachusetts
$341 -$1.05K -8,000 -75%
ACH
290
ArrowMark Colorado Holdings
Colorado
– -$54.5M -416,526 Closed
BGIM
291
Brandywine Global Investment Management
Pennsylvania
– -$10.8M -82,533 Closed
MPM
292
Meritage Portfolio Management
Kansas
– -$7.35M -56,168 Closed
FP
293
Foundry Partners
Minnesota
– -$7.33M -55,970 Closed
American Century Companies
294
American Century Companies
Missouri
– -$6.17M -47,127 Closed
Jacobs Levy Equity Management
295
Jacobs Levy Equity Management
New Jersey
– -$1.37M -10,500 Closed
OCM
296
Olstein Capital Management
New York
– -$1.17M -8,940 Closed
EGM
297
Engineers Gate Manager
New York
– -$1.16M -8,834 Closed
WC
298
Wexford Capital
Florida
– -$1.05M -8,000 Closed
SGI
299
Summit Global Investments
Utah
– -$929K -7,100 Closed
TI
300
Trexquant Investment
Connecticut
– -$730K -5,578 Closed
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