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Helen of Troy
HELE

Overview Fund Activity

250 hedge funds and large institutions have $2.54B invested in Helen of Troy in 2018 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 82 increasing their positions, 73 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
+19
Holders Change %
+8.23%
% of All Funds
5.73%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
40
Increased
82
Reduced
73
Closed
18
Calls
$7.37M
Puts
$7.33M
Net Calls
+$34K
Net Calls Change
-$1.88M

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$15M
2
BlackRock
2
BlackRock
New York
$298M
3
TA
3
Teachers Advisors
New York
$18.4M
4
CB
4
Cooke & Bieler
Pennsylvania
$81.2M
5
Wells Fargo
5
Wells Fargo
California
$73.2M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$348M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$114M
3
American Century Companies
3
American Century Companies
Missouri
$26.2M
4
WHG
4
Westwood Holdings Group
Texas
$32.2M
5
SCM
5
SG Capital Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AIG
51
American International Group
New York
$6.94M -$30.3K -308 -0.4%
Man Group
52
Man Group
United Kingdom
$6.82M +$5.53M +56,128 +426%
BC
53
Burney Company
Virginia
$6.32M -$103K -1,046 -2%
California Public Employees Retirement System
54
California Public Employees Retirement System
California
$6.17M +$204K +2,071 +3%
PPA
55
Parametric Portfolio Associates
Washington
$6.05M -$124K -1,256 -2%
MAM
56
Martingale Asset Management
Massachusetts
$5.98M +$591 +6 +0%
USAA
57
United Services Automobile Association
Texas
$5.79M +$803K +8,160 +16%
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$5.78M -$40.8K -414 -0.7%
MPM
59
Meritage Portfolio Management
Kansas
$5.61M -$126K -1,282 -2%
GAM
60
Gotham Asset Management
New York
$5.46M +$4.98M +50,550 +1,040%
JIR
61
James Investment Research
Ohio
$5.45M +$1.65M +16,762 +43%
Federated Hermes
62
Federated Hermes
Pennsylvania
$4.8M +$281K +2,851 +6%
Swiss National Bank
63
Swiss National Bank
Switzerland
$4.68M – – –
DekaBank Deutsche Girozentrale
64
DekaBank Deutsche Girozentrale
Germany
$4.64M +$4.64M +47,130 New
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$4.03M -$56.6K -575 -1%
Invesco
66
Invesco
Georgia
$3.68M +$354K +3,595 +11%
UBS Group
67
UBS Group
Switzerland
$3.66M +$1.21M +12,251 +49%
Macquarie Group
68
Macquarie Group
Australia
$3.59M +$409K +4,150 +13%
Millennium Management
69
Millennium Management
New York
$3.53M +$3.53M +35,831 New
Citadel Advisors
70
Citadel Advisors
Florida
$3.4M +$232K +2,355 +7%
Retirement Systems of Alabama
71
Retirement Systems of Alabama
Alabama
$3.39M -$40.5K -411 -1%
AQR Capital Management
72
AQR Capital Management
Connecticut
$3.35M -$5.09M -51,739 -60%
CS
73
Credit Suisse
Switzerland
$3.19M +$331K +3,365 +12%
RJA
74
Raymond James & Associates
Florida
$3M +$489K +4,969 +19%
New York State Common Retirement Fund
75
New York State Common Retirement Fund
New York
$2.95M – – –
1 2
3
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