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Helen of Troy
HELE

Overview Fund Activity

264 hedge funds and large institutions have $2.87B invested in Helen of Troy in 2019 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 93 increasing their positions, 94 reducing their positions, and 62 closing their positions.

Holders
264
Holders Change
-27
Holders Change %
-9.28%
% of All Funds
5.72%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
36
Increased
93
Reduced
94
Closed
62
Calls
$14.9M
Puts
$16.1M
Net Calls
-$1.19M
Net Calls Change
+$1.65M

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$77.8M
2
CB
2
Cooke & Bieler
Pennsylvania
$62.5M
3
Ameriprise
3
Ameriprise
Minnesota
$42.7M
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$42.2M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$25.6M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$324M
2
BlackRock
2
BlackRock
New York
$350M
3
Morgan Stanley
3
Morgan Stanley
New York
$2.34M
4
Robeco Institutional Asset Management
4
Robeco Institutional Asset Management
Netherlands
$22.5M
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$72.9M
Name Market Value Shares Shares
Change 		Shares
Change %
MAM
51
Martingale Asset Management
Massachusetts
$8.33M 71,819 +15,703 +28%
BC
52
Burney Company
Virginia
$7.92M 68,293 +6,108 +10%
AIG
53
American International Group
New York
$7.77M 67,013 -3,760 -5%
KCM
54
Kennedy Capital Management
Missouri
$7.62M 65,686 +7,867 +14%
Citadel Advisors
55
Citadel Advisors
Florida
$7.12M 61,372 +61,372 New
MFIMFI
56
Mesirow Financial Investment Management - Fixed Income
Illinois
$7.03M 60,626 -11,360 -16%
TCIM
57
TIAA CREF Investment Management
New York
$6.88M 59,355 -36,424 -38%
Manulife (Manufacturers Life Insurance)
58
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.71M 57,819 +27,231 +89%
PPA
59
Parametric Portfolio Associates
Washington
$6.13M 52,837 -15,012 -22%
Arrowstreet Capital
60
Arrowstreet Capital
Massachusetts
$5.62M 48,472 +34,572 +249%
Swiss National Bank
61
Swiss National Bank
Switzerland
$5.58M 48,100 +1,500 +3%
California Public Employees Retirement System
62
California Public Employees Retirement System
California
$5.44M 46,912 -2,502 -5%
Man Group
63
Man Group
United Kingdom
$5.42M 46,722 +22,063 +89%
USAA
64
United Services Automobile Association
Texas
$5.31M 45,769 -26,828 -37%
CS
65
Credit Suisse
Switzerland
$5.29M 45,607 +16,383 +56%
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$4.57M 39,402 -2,054 -5%
CEP
67
Chicago Equity Partners
Illinois
$4.46M 38,455 -8,790 -19%
Bessemer Group
68
Bessemer Group
New Jersey
$4.44M 38,300 +14,800 +63%
D.E. Shaw & Co
69
D.E. Shaw & Co
New York
$4.26M 36,742 +36,742 New
SEI Investments
70
SEI Investments
Pennsylvania
$4.25M 36,664 +25,975 +243%
Federated Hermes
71
Federated Hermes
Pennsylvania
$4.17M 35,977 +631 +2%
Barclays
72
Barclays
United Kingdom
$3.88M 33,439 +18,913 +130%
Retirement Systems of Alabama
73
Retirement Systems of Alabama
Alabama
$3.86M 33,318 -912 -3%
BIM
74
Bogle Investment Management
Massachusetts
$3.8M 32,739 +32,739 New
Legal & General Group
75
Legal & General Group
United Kingdom
$3.71M 31,957 +3,316 +12%
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