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Helen of Troy
HELE

Overview Fund Activity

291 hedge funds and large institutions have $3.14B invested in Helen of Troy in 2018 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 85 increasing their positions, 94 reducing their positions, and 38 closing their positions.

Holders
291
Holders Change
+29
Holders Change %
+11.07%
% of All Funds
6.49%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
68
Increased
85
Reduced
94
Closed
38
Calls
$8.44M
Puts
$11.3M
Net Calls
-$2.85M
Net Calls Change
-$5.44M

Top Buyers

1
Robeco Institutional Asset Management
1
Robeco Institutional Asset Management
Netherlands
$44.7M
2
Goldman Sachs
2
Goldman Sachs
New York
$51.3M
3
RCAMU
3
Rothschild & Co Asset Management US
Connecticut
$24.1M
4
Aberdeen Group
4
Aberdeen Group
United Kingdom
$23.9M
5
Invesco
5
Invesco
Georgia
$27.6M

Top Sellers

1
CIP
1
Champlain Investment Partners
Vermont
$41.7M
2
ACH
2
ArrowMark Colorado Holdings
Colorado
$0
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$397M
4
CB
4
Cooke & Bieler
Pennsylvania
$38M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$9.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
26
Prudential plc
United Kingdom
$26.4M -$11M -83,725 -29%
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$25.8M -$2.21M -16,873 -8%
TA
28
Teachers Advisors
New York
$25.4M +$851K +6,484 +3%
RCAMU
29
Rothschild & Co Asset Management US
Connecticut
$24.1M +$24.1M +183,927 New
AllianceBernstein
30
AllianceBernstein
Tennessee
$23.9M +$1.59M +12,114 +7%
Aberdeen Group
31
Aberdeen Group
United Kingdom
$23.9M +$23.9M +180,669 New
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$23M -$15.2M -116,062 -40%
Morgan Stanley
33
Morgan Stanley
New York
$22.5M -$351K -2,678 -2%
Fuller & Thaler Asset Management
34
Fuller & Thaler Asset Management
California
$21.9M +$21.9M +166,801 New
GKIM
35
GW&K Investment Management
Massachusetts
$21M -$802K -6,116 -4%
ACA
36
Anchor Capital Advisors
Massachusetts
$19.3M -$762K -5,810 -4%
Ameriprise
37
Ameriprise
Minnesota
$17.8M +$5.65M +43,072 +47%
Public Employees Retirement Association of Colorado
38
Public Employees Retirement Association of Colorado
Colorado
$17.6M -$4.21M -32,100 -19%
Principal Financial Group
39
Principal Financial Group
Iowa
$17.2M +$1.51M +11,527 +10%
SFM
40
Systematic Financial Management
New Jersey
$15.9M -$2.5M -19,025 -14%
Stifel Financial
41
Stifel Financial
Missouri
$15.2M +$14.4M +109,775 +1,907%
FA
42
Friess Associates
Delaware
$15.1M +$15.1M +115,000 New
Loomis, Sayles & Company
43
Loomis, Sayles & Company
Massachusetts
$14.3M -$53.1K -405 -0.4%
TCIM
44
TIAA CREF Investment Management
New York
$12.6M -$70.3K -536 -0.6%
FIM
45
Foresters Investment Management
New York
$12.3M -$11.7M -89,000 -49%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$12M +$4.42M +33,696 +58%
HAM
47
Hillcrest Asset Management
Texas
$11.7M +$1.31K +10 +0%
JIR
48
James Investment Research
Ohio
$11.2M -$2.84M -21,681 -20%
Creative Planning
49
Creative Planning
Kansas
$10.3M – – –
Marshall Wace
50
Marshall Wace
United Kingdom
$9.84M -$23.2M -176,744 -70%
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