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Helen of Troy
HELE

Overview Fund Activity

231 hedge funds and large institutions have $2.21B invested in Helen of Troy in 2018 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 71 increasing their positions, 85 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
Holders Change
+2
Holders Change %
+0.87%
% of All Funds
5.3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
28
Increased
71
Reduced
85
Closed
25
Calls
$9.52M
Puts
$7.61M
Net Calls
+$1.92M
Net Calls Change
-$3.97M

Top Buyers

1
CIP
Champlain Investment Partners
Vermont
$74.5M
2
CB
Cooke & Bieler
Pennsylvania
$62.1M
3
NPIC
Neumeier Poma Investment Counsel
California
$10.2M
4
Northern Trust
Northern Trust
Illinois
$48.6M
5
VOYA Investment Management
VOYA Investment Management
Georgia
$25.1M

Top Sellers

1
Invesco
Invesco
Georgia
$2.94M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$113M
3
State Street
State Street
Massachusetts
$87.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$333M
5
Deutsche Bank
Deutsche Bank
Germany
$12.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$16.9M +$2.08M +23,930 +14%
FIM
27
Foresters Investment Management
New York
$16M +$191K +2,200 +1%
Prudential Financial
28
Prudential Financial
New Jersey
$15.3M +$3.18M +36,570 +26%
GKIM
29
GW&K Investment Management
Massachusetts
$14.6M +$143K +1,649 +1%
Public Employees Retirement Association of Colorado
30
Public Employees Retirement Association of Colorado
Colorado
$14.5M -$866K -9,958 -6%
ACA
31
Anchor Capital Advisors
Massachusetts
$14.2M +$304K +3,498 +2%
KCM
32
Kennedy Capital Management
Missouri
$13.4M -$307K -3,525 -2%
AllianceBernstein
33
AllianceBernstein
Tennessee
$12.2M -$163K -1,876 -1%
Deutsche Bank
34
Deutsche Bank
Germany
$12.2M -$6.6M -75,893 -35%
Morgan Stanley
35
Morgan Stanley
New York
$10.9M -$3.67M -42,218 -25%
SFM
36
Systematic Financial Management
New Jersey
$10.2M +$1.15M +13,238 +13%
Principal Financial Group
37
Principal Financial Group
Iowa
$10.2M +$105K +1,208 +1%
NPIC
38
Neumeier Poma Investment Counsel
California
$10.2M +$10.2M +116,675 New
Loomis, Sayles & Company
39
Loomis, Sayles & Company
Massachusetts
$9.96M +$101K +1,160 +1%
TCIM
40
TIAA CREF Investment Management
New York
$9.32M -$70.5K -810 -0.8%
HAM
41
Hillcrest Asset Management
Texas
$8.05M -$313K -3,598 -4%
BGIM
42
Brandywine Global Investment Management
Pennsylvania
$7.74M +$1.07M +12,289 +16%
AQR Capital Management
43
AQR Capital Management
Connecticut
$7.46M -$2.59M -29,800 -26%
Ameriprise
44
Ameriprise
Minnesota
$7.27M -$940K -10,809 -11%
Creative Planning
45
Creative Planning
Kansas
$6.81M -$2.87K -33 -0%
SCM
46
SG Capital Management
Illinois
$6.62M +$6.62M +76,059 New
EAM
47
Eagle Asset Management
Florida
$6.5M -$139K -1,596 -2%
AIG
48
American International Group
New York
$6.16M -$296K -3,398 -5%
FP
49
Foundry Partners
Minnesota
$6.13M +$380K +4,364 +7%
Goldman Sachs
50
Goldman Sachs
New York
$5.89M +$1.92M +22,107 +49%
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