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Helen of Troy
HELE

Overview Fund Activity

262 hedge funds and large institutions have $3.31B invested in Helen of Troy in 2018 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 63 increasing their positions, 100 reducing their positions, and 34 closing their positions.

Holders
262
Holders Change
+12
Holders Change %
+4.8%
% of All Funds
6%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
48
Increased
63
Reduced
100
Closed
34
Calls
$15.2M
Puts
$12.6M
Net Calls
+$2.6M
Net Calls Change
+$2.56M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$38.1M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$33M
3
Victory Capital Management
3
Victory Capital Management
Texas
$51.4M
4
EAM
4
Eagle Asset Management
Florida
$26.7M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$45.7M

Top Sellers

1
WHG
1
Westwood Holdings Group
Texas
$2.12M
2
American Century Companies
2
American Century Companies
Missouri
$6.17M
3
ACH
3
ArrowMark Colorado Holdings
Colorado
$54.5M
4
CB
4
Cooke & Bieler
Pennsylvania
$88.2M
5
PP
5
Prudential plc
United Kingdom
$37.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$29.2M +$5.7M +43,569 +24%
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$28M -$1.08M -8,219 -4%
EAM
28
Eagle Asset Management
Florida
$26.7M +$16.5M +125,785 +161%
TA
29
Teachers Advisors
New York
$24.5M +$68.6K +524 +0.3%
FIM
30
Foresters Investment Management
New York
$23.9M -$2.72M -20,800 -10%
Morgan Stanley
31
Morgan Stanley
New York
$22.8M +$1.22M +9,314 +6%
AllianceBernstein
32
AllianceBernstein
Tennessee
$22.3M +$7.54M +57,613 +51%
Public Employees Retirement Association of Colorado
33
Public Employees Retirement Association of Colorado
Colorado
$21.7M – – –
GKIM
34
GW&K Investment Management
Massachusetts
$21.7M -$71.3K -545 -0.3%
Deutsche Bank
35
Deutsche Bank
Germany
$21M -$4.78M -36,509 -19%
ACA
36
Anchor Capital Advisors
Massachusetts
$20M -$736K -5,626 -4%
KCM
37
Kennedy Capital Management
Missouri
$19M -$1.55M -11,838 -8%
SFM
38
Systematic Financial Management
New Jersey
$18.3M -$44.4K -339 -0.2%
Principal Financial Group
39
Principal Financial Group
Iowa
$15.6M +$32.3K +247 +0.2%
VOYA Investment Management
40
VOYA Investment Management
Georgia
$15.5M -$14M -107,158 -47%
Loomis, Sayles & Company
41
Loomis, Sayles & Company
Massachusetts
$14.4M -$585K -4,467 -4%
JIR
42
James Investment Research
Ohio
$14M +$6.76M +51,652 +93%
TCIM
43
TIAA CREF Investment Management
New York
$12.6M -$706K -5,396 -5%
Ameriprise
44
Ameriprise
Minnesota
$12.1M +$1.1M +8,360 +10%
Goldman Sachs
45
Goldman Sachs
New York
$12M -$826K -6,309 -6%
Prudential Financial
46
Prudential Financial
New Jersey
$11.9M -$10.7M -81,520 -47%
HAM
47
Hillcrest Asset Management
Texas
$11.7M -$287K -2,190 -2%
BGIM
48
Brandywine Global Investment Management
Pennsylvania
$10.8M +$41.9K +320 +0.4%
Creative Planning
49
Creative Planning
Kansas
$10.3M +$11.5K +88 +0.1%
USAA
50
United Services Automobile Association
Texas
$9.64M +$1.94M +14,846 +25%
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