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Helen of Troy
HELE

Overview Fund Activity

262 hedge funds and large institutions have $3.31B invested in Helen of Troy in 2018 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 63 increasing their positions, 100 reducing their positions, and 34 closing their positions.

Holders
262
Holders Change
+12
Holders Change %
+4.8%
% of All Funds
6%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
48
Increased
63
Reduced
100
Closed
34
Calls
$15.2M
Puts
$12.6M
Net Calls
+$2.6M
Net Calls Change
+$2.56M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$38.1M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$33M
3
Victory Capital Management
3
Victory Capital Management
Texas
$51.4M
4
EAM
4
Eagle Asset Management
Florida
$26.7M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$45.7M

Top Sellers

1
WHG
1
Westwood Holdings Group
Texas
$2.12M
2
American Century Companies
2
American Century Companies
Missouri
$6.17M
3
ACH
3
ArrowMark Colorado Holdings
Colorado
$54.5M
4
CB
4
Cooke & Bieler
Pennsylvania
$88.2M
5
PP
5
Prudential plc
United Kingdom
$37.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIG
51
American International Group
New York
$9.25M +$17.5K +134 +0.2%
PPA
52
Parametric Portfolio Associates
Washington
$8.72M +$671K +5,126 +8%
BC
53
Burney Company
Virginia
$8.29M -$112K -853 -1%
MAM
54
Martingale Asset Management
Massachusetts
$7.95M – – –
RhumbLine Advisers
55
RhumbLine Advisers
Massachusetts
$7.6M -$81.5K -623 -1%
MPM
56
Meritage Portfolio Management
Kansas
$7.35M -$104K -794 -1%
FP
57
Foundry Partners
Minnesota
$7.33M -$2.78M -21,271 -28%
DBG
58
De Burlo Group
Massachusetts
$7.29M +$7.29M +55,700 New
CEP
59
Chicago Equity Partners
Illinois
$7.13M +$6.08M +46,430 +579%
California Public Employees Retirement System
60
California Public Employees Retirement System
California
$6.93M -$1.26M -9,662 -15%
CAM
61
ClariVest Asset Management
California
$6.73M +$6.73M +51,400 New
Swiss National Bank
62
Swiss National Bank
Switzerland
$6.22M – – –
American Century Companies
63
American Century Companies
Missouri
$6.17M -$28.7M -219,329 -82%
UBS Group
64
UBS Group
Switzerland
$5.62M +$751K +5,736 +15%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$5.3M -$57.2K -437 -1%
RJA
66
Raymond James & Associates
Florida
$5.06M +$1.07M +8,160 +27%
Invesco
67
Invesco
Georgia
$4.85M -$41.4K -316 -0.8%
MWNA
68
Marshall Wace North America
New York
$4.51M -$5.93M -45,288 -57%
Retirement Systems of Alabama
69
Retirement Systems of Alabama
Alabama
$4.46M -$55.5K -424 -1%
Barclays
70
Barclays
United Kingdom
$4.44M +$3.81M +29,114 +604%
Man Group
71
Man Group
United Kingdom
$4.35M -$4.73M -36,097 -52%
New York State Common Retirement Fund
72
New York State Common Retirement Fund
New York
$3.93M – – –
Manulife (Manufacturers Life Insurance)
73
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.86M +$3.85M +29,430 +210,214%
Millennium Management
74
Millennium Management
New York
$3.74M -$955K -7,295 -20%
Two Sigma Advisers
75
Two Sigma Advisers
New York
$3.73M +$169K +1,292 +5%
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