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Helen of Troy
HELE

Overview Fund Activity

264 hedge funds and large institutions have $2.87B invested in Helen of Troy in 2019 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 93 increasing their positions, 94 reducing their positions, and 62 closing their positions.

Holders
264
Holders Change
-27
Holders Change %
-9.28%
% of All Funds
5.72%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
36
Increased
93
Reduced
94
Closed
62
Calls
$14.9M
Puts
$16.1M
Net Calls
-$1.19M
Net Calls Change
+$1.65M

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$77.8M
2
CB
2
Cooke & Bieler
Pennsylvania
$62.5M
3
Ameriprise
3
Ameriprise
Minnesota
$42.7M
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$42.2M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$25.6M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$324M
2
BlackRock
2
BlackRock
New York
$350M
3
Morgan Stanley
3
Morgan Stanley
New York
$2.34M
4
Robeco Institutional Asset Management
4
Robeco Institutional Asset Management
Netherlands
$22.5M
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$72.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$28.1M 242,747 +12,055 +5%
Grantham, Mayo, Van Otterloo & Co (GMO)
27
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$25.6M 220,500 +195,800 +793%
EAM
28
Eagle Asset Management
Florida
$25.4M 219,199 -1,740 -0.8%
Bank of America
29
Bank of America
North Carolina
$25.4M 218,612 -59,444 -21%
RCAMU
30
Rothschild & Co Asset Management US
Connecticut
$24.6M 212,310 +28,383 +15%
TA
31
Teachers Advisors
New York
$22.5M 194,386 +600 +0.3%
Robeco Institutional Asset Management
32
Robeco Institutional Asset Management
Netherlands
$22.5M 193,788 -147,185 -43%
VOYA Investment Management
33
VOYA Investment Management
Georgia
$21.1M 182,139 +152,520 +515%
Deutsche Bank
34
Deutsche Bank
Germany
$20.6M 177,444 +113,276 +177%
Balyasny Asset Management
35
Balyasny Asset Management
Illinois
$19.7M 170,209 +160,666 +1,684%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$19.3M 166,258 -9,098 -5%
GKIM
37
GW&K Investment Management
Massachusetts
$18M 155,430 -4,347 -3%
Invesco
38
Invesco
Georgia
$17.1M 147,748 -62,522 -30%
Public Employees Retirement Association of Colorado
39
Public Employees Retirement Association of Colorado
Colorado
$15.5M 134,025 – –
Principal Financial Group
40
Principal Financial Group
Iowa
$14.7M 126,877 -3,957 -3%
SFM
41
Systematic Financial Management
New Jersey
$14.3M 123,269 +2,400 +2%
Renaissance Technologies
42
Renaissance Technologies
New York
$14.2M 122,710 +122,710 New
UBS Group
43
UBS Group
Switzerland
$14.1M 121,786 +72,731 +148%
HAM
44
Hillcrest Asset Management
Texas
$14.1M 121,675 +32,192 +36%
Stifel Financial
45
Stifel Financial
Missouri
$12.2M 105,014 -10,518 -9%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$10.7M 91,900 +158 +0.2%
AllianceBernstein
47
AllianceBernstein
Tennessee
$10.4M 89,503 -93,000 -51%
Loomis, Sayles & Company
48
Loomis, Sayles & Company
Massachusetts
$10.2M 87,705 -21,663 -20%
Creative Planning
49
Creative Planning
Kansas
$9.1M 78,430 – –
FIM
50
Foresters Investment Management
New York
$8.79M 75,800 -17,800 -19%
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