HELE icon

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 %
OAM
276
Oxford Asset Management
United Kingdom
– -$1.51M -11,488 Closed
QT
277
Quantbot Technologies
New York
– -$1.48M -11,300 Closed
BCM
278
Bayesian Capital Management
New York
– -$1.37M -10,458 Closed
APG Asset Management
279
APG Asset Management
Netherlands
– -$1.17M -10,200 Closed
FQ
280
First Quadrant
California
– -$1.25M -9,528 Closed
APFBOT
281
Amica Pension Fund Board of Trustees
Rhode Island
– -$1.23M -9,361 Closed
NEI
282
Northwest & Ethical Investments
Ontario, Canada
– -$1.22M -9,323 Closed
EF
283
Empowered Funds
Pennsylvania
– -$1.15M -8,742 Closed
ACM
284
AlphaCrest Capital Management
New York
– -$853K -6,500 Closed
TAM
285
THB Asset Management
Connecticut
– -$777K -5,929 Closed
Cambridge Investment Research Advisors
286
Cambridge Investment Research Advisors
Iowa
– -$653K -4,979 Closed
MML Investors Services
287
MML Investors Services
Massachusetts
– -$642K -4,892 Closed
CI
288
Cigna Investments
Connecticut
– -$592K -4,513 Closed
GSC
289
G&S Capital
Colorado
– -$586K -4,468 Closed
Holocene Advisors
290
Holocene Advisors
New York
– -$543K -4,136 Closed
Capital Fund Management (CFM)
291
Capital Fund Management (CFM)
France
– -$538K -4,100 Closed
IAA
292
Independent Advisor Alliance
North Carolina
– -$503K -3,837 Closed
TD Asset Management
293
TD Asset Management
Ontario, Canada
– -$498K -3,800 Closed
NFG
294
Next Financial Group
Texas
– -$422K -3,214 Closed
HI
295
HBK Investments
Texas
– -$407K -3,106 Closed
BCM
296
BBT Capital Management
Texas
– -$384K -2,931 Closed
GCA
297
Gideon Capital Advisors
New York
– -$372K -2,837 Closed
DADC
298
D.A. Davidson & Co
Montana
– -$359K -2,733 Closed
QC
299
Quadrature Capital
United Kingdom
– -$333K -2,540 Closed
BFEC
300
Benjamin F. Edwards & Company
Missouri
– -$258K -1,963 Closed
9 10 11
12
13