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Helen of Troy
HELE

Overview Fund Activity

231 hedge funds and large institutions have $2.21B invested in Helen of Troy in 2018 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 71 increasing their positions, 85 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
Holders Change
+2
Holders Change %
+0.87%
% of All Funds
5.3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
28
Increased
71
Reduced
85
Closed
25
Calls
$9.52M
Puts
$7.61M
Net Calls
+$1.92M
Net Calls Change
-$3.97M

Top Buyers

1
CIP
Champlain Investment Partners
Vermont
+$16.3M
2
CB
Cooke & Bieler
Pennsylvania
+$12.7M
3
NPIC
Neumeier Poma Investment Counsel
California
+$10.2M
4
Northern Trust
Northern Trust
Illinois
+$9.54M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$9.02M

Top Sellers

1
Invesco
Invesco
Georgia
-$19.9M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$12.7M
3
State Street
State Street
Massachusetts
-$10.4M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$10.1M
5
Deutsche Bank
Deutsche Bank
Germany
-$6.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
51
Burney Company
Virginia
$5.67M -$228K -2,623 -4%
Schroder Investment Management Group
52
Schroder Investment Management Group
United Kingdom
$5.54M -$3.01M -34,636 -35%
PPA
53
Parametric Portfolio Associates
Washington
$5.46M +$167K +1,920 +3%
Manulife (Manufacturers Life Insurance)
54
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.42M -$218K -2,508 -4%
MAM
55
Martingale Asset Management
Massachusetts
$5.28M -$147K -1,693 -3%
California Public Employees Retirement System
56
California Public Employees Retirement System
California
$5.27M +$2.7M +30,994 +105%
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$5.14M -$280K -3,222 -5%
MPM
58
Meritage Portfolio Management
Kansas
$5.07M -$31.3K -360 -0.6%
TA
59
Teachers Advisors
New York
$4.52M +$6.96K +80 +0.2%
USAA
60
United Services Automobile Association
Texas
$4.41M +$509K +5,850 +13%
Swiss National Bank
61
Swiss National Bank
Switzerland
$4.13M +$148K +1,700 +4%
MWNA
62
Marshall Wace North America
New York
$4.11M +$4.11M +47,199 New
Federated Hermes
63
Federated Hermes
Pennsylvania
$4M +$82.3K +946 +2%
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$3.61M -$127K -1,456 -3%
JIR
65
James Investment Research
Ohio
$3.36M +$227K +2,607 +7%
Retirement Systems of Alabama
66
Retirement Systems of Alabama
Alabama
$3.03M -$33.1K -380 -1%
Invesco
67
Invesco
Georgia
$2.94M -$19.9M -228,411 -87%
OCM
68
Olstein Capital Management
New York
$2.93M +$187K +2,150 +7%
Jane Street
69
Jane Street
New York
$2.82M +$2.53M +29,111 +887%
Macquarie Group
70
Macquarie Group
Australia
$2.81M – – –
Citadel Advisors
71
Citadel Advisors
Florida
$2.8M -$805K -9,256 -22%
New York State Common Retirement Fund
72
New York State Common Retirement Fund
New York
$2.61M – – –
MIM
73
MetLife Investment Management
New Jersey
$2.54M -$36.7K -422 -1%
CS
74
Credit Suisse
Switzerland
$2.52M -$445K -5,120 -15%
Legal & General Group
75
Legal & General Group
United Kingdom
$2.46M +$388K +4,460 +19%
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