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Helen of Troy
HELE

Overview Fund Activity

229 hedge funds and large institutions have $2.46B invested in Helen of Troy in 2017 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 79 increasing their positions, 80 reducing their positions, and 21 closing their positions.

Holders
229
Holders Change
+17
Holders Change %
+8.02%
% of All Funds
5.2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
40
Increased
79
Reduced
80
Closed
21
Calls
$9.44M
Puts
$3.55M
Net Calls
+$5.89M
Net Calls Change
+$9.02M

Top Buyers

1
ACH
1
ArrowMark Colorado Holdings
Colorado
$58M
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$17.9M
3
CB
3
Cooke & Bieler
Pennsylvania
$54.7M
4
State Street
4
State Street
Massachusetts
$109M
5
American Century Companies
5
American Century Companies
Missouri
$33.2M

Top Sellers

1
TA
1
Teachers Advisors
New York
$4.99M
2
Invesco
2
Invesco
Georgia
$25.3M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$13.7M
4
FA
4
Friess Associates
Delaware
$0
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$9.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$19M +$1.03M +10,683 +6%
VOYA Investment Management
27
VOYA Investment Management
Georgia
$17.9M +$16.6M +172,544 +1,356%
FIM
28
Foresters Investment Management
New York
$17.5M +$9.64K +100 +0.1%
Public Employees Retirement Association of Colorado
29
Public Employees Retirement Association of Colorado
Colorado
$17M +$2.88M +29,900 +20%
Bank of America
30
Bank of America
North Carolina
$16.5M -$4.22M -43,795 -20%
Morgan Stanley
31
Morgan Stanley
New York
$16.2M +$3.82M +39,691 +31%
GKIM
32
GW&K Investment Management
Massachusetts
$16M -$3.24M -33,577 -17%
ACA
33
Anchor Capital Advisors
Massachusetts
$15.4M -$349K -3,618 -2%
KCM
34
Kennedy Capital Management
Missouri
$15.2M -$962K -9,983 -6%
AllianceBernstein
35
AllianceBernstein
Tennessee
$13.7M -$14.6M -151,272 -52%
Prudential Financial
36
Prudential Financial
New Jersey
$13.5M +$992K +10,300 +8%
Principal Financial Group
37
Principal Financial Group
Iowa
$11.2M -$68.6K -712 -0.6%
AQR Capital Management
38
AQR Capital Management
Connecticut
$11.1M -$7.5M -77,810 -40%
Loomis, Sayles & Company
39
Loomis, Sayles & Company
Massachusetts
$10.9M -$3M -31,152 -22%
TCIM
40
TIAA CREF Investment Management
New York
$10.4M -$514K -5,335 -5%
AP
41
AHL Partners
United Kingdom
$10.3M +$8.01M +83,184 +348%
SFM
42
Systematic Financial Management
New Jersey
$10M +$50.7K +526 +0.5%
Schroder Investment Management Group
43
Schroder Investment Management Group
United Kingdom
$9.48M -$8.86M -91,990 -48%
Ameriprise
44
Ameriprise
Minnesota
$9.09M +$181K +1,876 +2%
HAM
45
Hillcrest Asset Management
Texas
$8.59M +$8.59M +96,099 New
O
46
OppenheimerFunds
New York
$7.56M -$4.9M -50,830 -39%
Creative Planning
47
Creative Planning
Kansas
$7.55M +$3.18K +33 +0%
BGIM
48
Brandywine Global Investment Management
Pennsylvania
$7.39M +$7.39M +76,672 New
EAM
49
Eagle Asset Management
Florida
$7.25M +$89.7K +945 +1%
AIG
50
American International Group
New York
$7.15M +$22.6K +235 +0.3%
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