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Helen of Troy
HELE

Overview Fund Activity

291 hedge funds and large institutions have $3.14B invested in Helen of Troy in 2018 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 85 increasing their positions, 94 reducing their positions, and 38 closing their positions.

Holders
291
Holders Change
+29
Holders Change %
+11.07%
% of All Funds
6.49%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
68
Increased
85
Reduced
94
Closed
38
Calls
$8.44M
Puts
$11.3M
Net Calls
-$2.85M
Net Calls Change
-$5.44M

Top Buyers

1
Robeco Institutional Asset Management
1
Robeco Institutional Asset Management
Netherlands
$44.7M
2
Goldman Sachs
2
Goldman Sachs
New York
$51.3M
3
RCAMU
3
Rothschild & Co Asset Management US
Connecticut
$24.1M
4
Aberdeen Group
4
Aberdeen Group
United Kingdom
$23.9M
5
Invesco
5
Invesco
Georgia
$27.6M

Top Sellers

1
CIP
1
Champlain Investment Partners
Vermont
$41.7M
2
ACH
2
ArrowMark Colorado Holdings
Colorado
$0
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$397M
4
CB
4
Cooke & Bieler
Pennsylvania
$38M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$9.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
USAA
51
United Services Automobile Association
Texas
$9.52M -$141K -1,072 -1%
MFIMFI
52
Mesirow Financial Investment Management - Fixed Income
Illinois
$9.44M +$9.44M +71,986 New
AIG
53
American International Group
New York
$9.28M +$16.9K +129 +0.2%
PPA
54
Parametric Portfolio Associates
Washington
$8.9M +$161K +1,226 +2%
DBG
55
De Burlo Group
Massachusetts
$8.76M +$1.46M +11,100 +20%
Deutsche Bank
56
Deutsche Bank
Germany
$8.41M -$12.6M -96,334 -60%
BC
57
Burney Company
Virginia
$8.16M -$149K -1,139 -2%
KCM
58
Kennedy Capital Management
Missouri
$7.59M -$11.4M -87,210 -60%
MAM
59
Martingale Asset Management
Massachusetts
$7.36M -$604K -4,603 -8%
CAM
60
ClariVest Asset Management
California
$7.14M +$394K +3,000 +6%
CM
61
Castleark Management
Illinois
$7M +$7M +53,375 New
California Public Employees Retirement System
62
California Public Employees Retirement System
California
$6.48M -$466K -3,552 -7%
UBS Group
63
UBS Group
Switzerland
$6.44M +$808K +6,159 +14%
CEP
64
Chicago Equity Partners
Illinois
$6.2M -$945K -7,205 -13%
Swiss National Bank
65
Swiss National Bank
Switzerland
$6.11M -$118K -900 -2%
MWNA
66
Marshall Wace North America
New York
$6.08M +$1.57M +11,935 +35%
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$5.44M +$123K +935 +2%
Squarepoint
68
Squarepoint
New York
$5.34M +$4.95M +37,737 +1,279%
RJA
69
Raymond James & Associates
Florida
$4.97M -$102K -780 -2%
Federated Hermes
70
Federated Hermes
Pennsylvania
$4.64M +$2.35M +17,879 +102%
AQR Capital Management
71
AQR Capital Management
Connecticut
$4.54M +$3.44M +26,244 +313%
Retirement Systems of Alabama
72
Retirement Systems of Alabama
Alabama
$4.49M +$24.5K +187 +0.5%
Manulife (Manufacturers Life Insurance)
73
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.01M +$150K +1,144 +4%
VOYA Investment Management
74
VOYA Investment Management
Georgia
$3.89M -$11.7M -89,023 -75%
New York State Teachers Retirement System (NYSTRS)
75
New York State Teachers Retirement System (NYSTRS)
New York
$3.87M +$543K +4,139 +16%
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