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Helen of Troy
HELE

Overview Fund Activity

272 hedge funds and large institutions have $4.33B invested in Helen of Troy in 2019 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 79 increasing their positions, 104 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
+20
Holders Change %
+7.94%
% of All Funds
5.37%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
48
Increased
79
Reduced
104
Closed
19
Calls
$25.1M
Puts
$22.7M
Net Calls
+$2.45M
Net Calls Change
+$7.43M

Top Buyers

1
CB
1
Cooke & Bieler
Pennsylvania
$177M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$300M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$17.4M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$14.2M
5
ACA
5
Anchor Capital Advisors
Massachusetts
$36.5M

Top Sellers

1
CIP
1
Champlain Investment Partners
Vermont
$0
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$12.5M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$445M
4
EAM
4
Eagle Asset Management
Florida
$20.3M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$1.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wellington Management Group
26
Wellington Management Group
Massachusetts
$38.4M -$5.39M -29,959 -12%
RCAMU
27
Rothschild & Co Asset Management US
Connecticut
$37.2M -$1.32M -7,325 -3%
ACA
28
Anchor Capital Advisors
Massachusetts
$36.5M +$12.5M +69,632 +52%
Invesco
29
Invesco
Georgia
$31M -$3.38M -18,788 -10%
PP
30
Prudential plc
United Kingdom
$27.3M -$1.09M -6,050 -4%
GKIM
31
GW&K Investment Management
Massachusetts
$22.3M -$587K -3,267 -3%
Public Employees Retirement Association of Colorado
32
Public Employees Retirement Association of Colorado
Colorado
$22M -$67.4K -375 -0.3%
SFM
33
Systematic Financial Management
New Jersey
$21.4M -$229K -1,272 -1%
GT
34
Glenmede Trust
Pennsylvania
$20.8M -$2.73M -15,196 -12%
EAM
35
Eagle Asset Management
Florida
$20.3M -$12.3M -68,142 -38%
Nuveen Asset Management
36
Nuveen Asset Management
Illinois
$20.3M -$203K -1,131 -1%
Principal Financial Group
37
Principal Financial Group
Iowa
$19.9M -$2.35M -13,062 -11%
Stifel Financial
38
Stifel Financial
Missouri
$18.2M -$988K -5,494 -5%
Balyasny Asset Management
39
Balyasny Asset Management
Illinois
$17.4M +$17.4M +96,546 New
Goldman Sachs
40
Goldman Sachs
New York
$16.8M +$2.29M +12,715 +16%
AllianceBernstein
41
AllianceBernstein
Tennessee
$15.6M +$551K +3,062 +4%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$15.2M -$45.1K -251 -0.3%
Lord, Abbett & Co
43
Lord, Abbett & Co
New Jersey
$14.2M +$14.2M +78,748 New
Creative Planning
44
Creative Planning
Kansas
$14.2M +$26.3K +146 +0.2%
Loomis, Sayles & Company
45
Loomis, Sayles & Company
Massachusetts
$12.5M -$2M -11,102 -14%
Morgan Stanley
46
Morgan Stanley
New York
$12.5M +$8.69M +48,345 +227%
Point72 Asset Management
47
Point72 Asset Management
Connecticut
$12.5M -$33.1M -184,250 -73%
PPA
48
Parametric Portfolio Associates
Washington
$12.4M -$190K -1,059 -2%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$12.2M +$1.39M +7,732 +13%
UBS Group
50
UBS Group
Switzerland
$12M +$6.03M +33,517 +100%
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