HELE icon

Helen of Troy
HELE

Overview Fund Activity

252 hedge funds and large institutions have $3.76B invested in Helen of Troy in 2019 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 69 increasing their positions, 110 reducing their positions, and 38 closing their positions.

Holders
252
Holders Change
-11
Holders Change %
-4.18%
% of All Funds
5.53%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
28
Increased
69
Reduced
110
Closed
38
Calls
$17.5M
Puts
$22.5M
Net Calls
-$4.98M
Net Calls Change
-$12.9M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$238M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$40M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$47.3M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$417M
5
CM
5
Castleark Management
Illinois
$10.6M

Top Sellers

1
Grantham, Mayo, Van Otterloo & Co (GMO)
1
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.18M
2
HAM
2
Hillcrest Asset Management
Texas
$0
3
CIP
3
Champlain Investment Partners
Vermont
$38.6M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$11.6M
5
UBS Group
5
UBS Group
Switzerland
$5.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
Aberdeen Group
26
Aberdeen Group
United Kingdom
$34.4M -$5.87M -37,223 -15%
Charles Schwab
27
Charles Schwab
California
$34.2M +$295K +1,873 +0.9%
RCAMU
28
Rothschild & Co Asset Management US
Connecticut
$33.7M -$111K -705 -0.3%
Invesco
29
Invesco
Georgia
$30.2M +$9.96M +63,177 +49%
EAM
30
Eagle Asset Management
Florida
$28.6M -$3.76M -23,821 -12%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$26.6M -$4.02M -25,521 -13%
PP
32
Prudential plc
United Kingdom
$24.9M -$6.04M -38,300 -20%
ACA
33
Anchor Capital Advisors
Massachusetts
$21M -$978K -6,206 -4%
GKIM
34
GW&K Investment Management
Massachusetts
$20.1M -$3.9M -24,730 -16%
Principal Financial Group
35
Principal Financial Group
Iowa
$19.5M +$54.4K +345 +0.3%
Public Employees Retirement Association of Colorado
36
Public Employees Retirement Association of Colorado
Colorado
$19.3M -$4.29M -27,200 -18%
SFM
37
Systematic Financial Management
New Jersey
$19M -$158K -1,003 -0.8%
Nuveen Asset Management
38
Nuveen Asset Management
Illinois
$18M -$17.7K -112 -0.1%
Stifel Financial
39
Stifel Financial
Missouri
$16.8M -$679K -4,305 -4%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$13.3M -$234K -1,482 -2%
AllianceBernstein
41
AllianceBernstein
Tennessee
$13.2M -$474K -3,004 -3%
Loomis, Sayles & Company
42
Loomis, Sayles & Company
Massachusetts
$12.7M -$757K -4,800 -6%
Goldman Sachs
43
Goldman Sachs
New York
$12.7M -$5.97M -37,869 -32%
Creative Planning
44
Creative Planning
Kansas
$12.4M +$31.5K +200 +0.3%
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$11.6M -$12M -76,337 -51%
PPA
46
Parametric Portfolio Associates
Washington
$11M +$1.69M +10,709 +18%
Deutsche Bank
47
Deutsche Bank
Germany
$10.8M -$11.6M -73,543 -52%
CM
48
Castleark Management
Illinois
$10.6M +$10.6M +66,995 New
AIG
49
American International Group
New York
$10M -$130K -822 -1%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$9.98M -$907K -5,753 -8%
1
2
3 4 5