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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.

New
Increased
Maintained
Reduced
Closed
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 %
SPC
301
Sigma Planning Corp
Michigan
– -$256K -1,955 Closed
FA
302
Fortis Advisors
Pennsylvania
– -$243K -1,852 Closed
RCA
303
Rowland Carmichael Advisors
Arizona
– -$242K -1,845 Closed
MIP
304
Marietta Investment Partners
Wisconsin
– -$232K -1,767 Closed
HIMCH
305
Hartford Investment Management Co (HIMCO)
Connecticut
– -$216K -1,648 Closed
AP
306
Advisor Partners
California
– -$206K -1,567 Closed
EVM
307
Eaton Vance Management
Massachusetts
– -$201K -1,530 Closed
ASN
308
Advisory Services Network
Georgia
– -$174K -1,326 Closed
UFF
309
USA Financial Formulas
Michigan
– -$106K -811 Closed
CMBA
310
C.M. Bidwell & Associates
Hawaii
– -$73K -555 Closed
TNBTD
311
Trustmark National Bank Trust Department
Mississippi
– -$49K -374 Closed
PCM
312
Penserra Capital Management
California
– -$28K -219 Closed
JA
313
JOYN Advisors
Georgia
– -$20K -152 Closed
MOS
314
MGO One Seven
Ohio
– -$18K -143 Closed
NIT
315
NumerixS Investment Technologies
British Columbia, Canada
– -$13K -100 Closed
WT
316
Whittier Trust
California
– -$9K -70 Closed
PWMG
317
Prestige Wealth Management Group
New Jersey
– -$7K -51 Closed
CG
318
Cutler Group
California
– -$6K -50 Closed
Acadian Asset Management
319
Acadian Asset Management
Massachusetts
– -$7K -50 Closed
SGS
320
Sterling Global Strategies
California
– -$2.76K -21 Closed
DBT
321
Dubuque Bank & Trust
Iowa
– -$2K -15 Closed
PHK
322
Point72 Hong Kong
Hong Kong
– -$1K -11 Closed
QI
323
QS Investors
New York
– -$1K -7 Closed
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