HELE icon

Helen of Troy
HELE

Overview Fund Activity

250 hedge funds and large institutions have $2.54B invested in Helen of Troy in 2018 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 82 increasing their positions, 73 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
+19
Holders Change %
+8.23%
% of All Funds
5.73%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
40
Increased
82
Reduced
73
Closed
18
Calls
$7.37M
Puts
$7.33M
Net Calls
+$34K
Net Calls Change
-$1.88M

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$15M
2
BlackRock
2
BlackRock
New York
$298M
3
TA
3
Teachers Advisors
New York
$18.4M
4
CB
4
Cooke & Bieler
Pennsylvania
$81.2M
5
Wells Fargo
5
Wells Fargo
California
$73.2M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$348M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$114M
3
American Century Companies
3
American Century Companies
Missouri
$26.2M
4
WHG
4
Westwood Holdings Group
Texas
$32.2M
5
SCM
5
SG Capital Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FIM
26
Foresters Investment Management
New York
$20M +$1.92M +19,500 +11%
Deutsche Bank
27
Deutsche Bank
Germany
$19.4M +$5.61M +56,998 +41%
TA
28
Teachers Advisors
New York
$18.4M +$13.3M +134,885 +260%
NPIC
29
Neumeier Poma Investment Counsel
California
$18.1M +$6.6M +67,065 +57%
Bank of America
30
Bank of America
North Carolina
$17.7M -$1.5M -15,243 -8%
Prudential Financial
31
Prudential Financial
New Jersey
$17M -$347K -3,521 -2%
GKIM
32
GW&K Investment Management
Massachusetts
$16.4M -$140K -1,425 -0.8%
Public Employees Retirement Association of Colorado
33
Public Employees Retirement Association of Colorado
Colorado
$16.4M – – –
Morgan Stanley
34
Morgan Stanley
New York
$16.2M +$3.87M +39,334 +31%
ACA
35
Anchor Capital Advisors
Massachusetts
$15.6M -$471K -4,784 -3%
KCM
36
Kennedy Capital Management
Missouri
$15.4M +$262K +2,661 +2%
Victory Capital Management
37
Victory Capital Management
Texas
$15M +$15M +152,731 New
SFM
38
Systematic Financial Management
New Jersey
$13.8M +$2.28M +23,120 +20%
Principal Financial Group
39
Principal Financial Group
Iowa
$11.7M +$199K +2,019 +2%
Loomis, Sayles & Company
40
Loomis, Sayles & Company
Massachusetts
$11.2M -$28.2K -286 -0.2%
AllianceBernstein
41
AllianceBernstein
Tennessee
$11.1M -$2.69M -27,334 -20%
TCIM
42
TIAA CREF Investment Management
New York
$10M -$537K -5,458 -5%
Goldman Sachs
43
Goldman Sachs
New York
$9.62M +$2.96M +30,073 +44%
HAM
44
Hillcrest Asset Management
Texas
$9.02M -$82.5K -838 -0.9%
Ameriprise
45
Ameriprise
Minnesota
$8.28M +$54.9K +558 +0.7%
BGIM
46
Brandywine Global Investment Management
Pennsylvania
$8.09M -$664K -6,748 -8%
MWNA
47
Marshall Wace North America
New York
$7.85M +$3.2M +32,511 +69%
Creative Planning
48
Creative Planning
Kansas
$7.71M +$1.48K +15 +0%
EAM
49
Eagle Asset Management
Florida
$7.71M +$350K +3,556 +5%
FP
50
Foundry Partners
Minnesota
$7.6M +$671K +6,815 +10%
1
2
3 4 5