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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 %
NAM
301
NorthCoast Asset Management
Connecticut
– -$702K -5,361 Closed
LMGAM
302
Liberty Mutual Group Asset Management
Massachusetts
– -$694K -5,301 Closed
PP
303
Paloma Partners
Connecticut
– -$677K -5,172 Closed
Verition Fund Management
304
Verition Fund Management
Connecticut
– -$547K -4,182 Closed
PM
305
Parametrica Management
Hong Kong
– -$493K -3,768 Closed
VFA
306
Voya Financial Advisors
Connecticut
– -$441K -3,389 Closed
Teacher Retirement System of Texas
307
Teacher Retirement System of Texas
Texas
– -$410K -3,135 Closed
DT
308
Diversified Trust
Tennessee
– -$386K -2,950 Closed
ECM
309
Element Capital Management
New York
– -$241K -1,841 Closed
CPIG
310
Chicago Partners Investment Group
Illinois
– -$213K -1,720 Closed
Walleye Trading
311
Walleye Trading
New York
– -$223K -1,707 Closed
CIM
312
CIM Investment Management
Pennsylvania
– -$221K -1,691 Closed
Simplex Trading
313
Simplex Trading
Illinois
– -$129K -990 Closed
Qube Research & Technologies (QRT)
314
Qube Research & Technologies (QRT)
United Kingdom
– -$112K -852 Closed
MCM
315
Mainstay Capital Management
Michigan
– -$65K -500 Closed
SWP
316
Stratos Wealth Partners
Ohio
– -$58K -445 Closed
MWM
317
MinichMacGregor Wealth Management
New York
– -$51K -397 Closed
MWPCG
318
Measured Wealth Private Client Group
New Hampshire
– -$51K -395 Closed
CTC
319
Central Trust Company
Missouri
– -$16K -125 Closed
AIM
320
Advantage Investment Management
Iowa
– -$14K -104 Closed
PMFA
321
Plante Moran Financial Advisors
Michigan
– -$4K -31 Closed
OWA
322
One Wealth Advisors
California
– -$4K -31 Closed
CAG
323
Csenge Advisory Group
Florida
– -$2K -19 Closed
VFA
324
Valeo Financial Advisors
Indiana
– -$2K -19 Closed
SPIA
325
Steward Partners Investment Advisory
New York
– -$2K -18 Closed
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