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Helen of Troy
HELE

Overview Fund Activity

263 hedge funds and large institutions have $3.09B invested in Helen of Troy in 2019 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 65 increasing their positions, 125 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
263
Holders Change
-1
Holders Change %
-0.38%
% of All Funds
5.72%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
37
Increased
65
Reduced
125
Closed
34
Calls
$15.3M
Puts
$7.4M
Net Calls
+$7.95M
Net Calls Change
+$9.14M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$114M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$66M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$24.7M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$14.9M
5
Wells Fargo
Wells Fargo
California
$76.1M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$15.5M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$336M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$118M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$25.6M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$2.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
Neuberger Berman Group
276
Neuberger Berman Group
New York
– -$668K -5,762 Closed
Mackenzie Financial
277
Mackenzie Financial
Ontario, Canada
– -$604K -5,210 Closed
CS
278
Candriam SCA
Luxembourg
– -$464K -4,000 Closed
BCM
279
BlueCrest Capital Management
Jersey
– -$462K -3,985 Closed
IG
280
ING Group
Netherlands
– -$455K -3,922 Closed
PAG
281
Private Advisory Group
Washington
– -$384K -2,928 Closed
VI
282
Versor Investments
New York
– -$285K -2,454 Closed
OTPPB
283
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$281K -2,426 Closed
IA
284
Icon Advisers
Colorado
– -$267K -2,300 Closed
OI
285
Oakbrook Investments
Illinois
– -$209K -1,800 Closed
CIP
286
Convergence Investment Partners
Florida
– -$191K -1,650 Closed
Walleye Capital
287
Walleye Capital
New York
– -$152K -1,311 Closed
QT
288
Quantamental Technologies
New York
– -$58K -501 Closed
SGAM
289
Smith Group Asset Management
Texas
– -$31K -270 Closed
IDBONY
290
Israel Discount Bank of New York
New York
– -$17K -150 Closed
CAM
291
Cresset Asset Management
Illinois
– -$10K -88 Closed
OWA
292
One Wealth Advisors
California
– -$3K -28 Closed
PFO
293
Pathstone Family Office
New Jersey
– -$2K -21 Closed
WAM
294
Wealthspire Advisors (Maryland)
Maryland
– -$1K -12 Closed
WEC
295
Winslow Evans & Crocker
Massachusetts
– -$2K -10 Closed
SWM
296
SeaCrest Wealth Management
New York
– -$1K -7 Closed
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