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Helen of Troy
HELE

Overview Fund Activity

252 hedge funds and large institutions have $3.76B invested in Helen of Troy in 2019 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 69 increasing their positions, 110 reducing their positions, and 38 closing their positions.

Holders
252
Holders Change
-11
Holders Change %
-4.18%
% of All Funds
5.53%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
28
Increased
69
Reduced
110
Closed
38
Calls
$17.5M
Puts
$22.5M
Net Calls
-$4.98M
Net Calls Change
-$12.9M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$238M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$40M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$47.3M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$417M
5
CM
5
Castleark Management
Illinois
$10.6M

Top Sellers

1
Grantham, Mayo, Van Otterloo & Co (GMO)
1
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.18M
2
HAM
2
Hillcrest Asset Management
Texas
$0
3
CIP
3
Champlain Investment Partners
Vermont
$38.6M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$11.6M
5
UBS Group
5
UBS Group
Switzerland
$5.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
California Public Employees Retirement System
51
California Public Employees Retirement System
California
$9.49M +$2.5M +15,835 +36%
FIM
52
Foresters Investment Management
New York
$9.29M -$2.02M -12,800 -18%
MAM
53
Martingale Asset Management
Massachusetts
$9.07M +$520K +3,299 +6%
MFIMFI
54
Mesirow Financial Investment Management - Fixed Income
Illinois
$8.56M +$1.03M +6,535 +14%
Manulife (Manufacturers Life Insurance)
55
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.06M -$568K -3,664 -7%
Renaissance Technologies
56
Renaissance Technologies
New York
$8M -$7.16M -45,400 -47%
FSCM
57
First Sabrepoint Capital Management
Texas
$7.88M +$7.88M +50,000 New
Swiss National Bank
58
Swiss National Bank
Switzerland
$7.41M -$94.6K -600 -1%
SEI Investments
59
SEI Investments
Pennsylvania
$7.14M -$31.2K -198 -0.4%
Robeco Institutional Asset Management
60
Robeco Institutional Asset Management
Netherlands
$6.84M – – –
CAM
61
Congress Asset Management
Massachusetts
$6.69M +$1.44M +9,150 +27%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$6.17M +$77.3K +490 +1%
Legal & General Group
63
Legal & General Group
United Kingdom
$5.86M +$877K +5,564 +18%
Barclays
64
Barclays
United Kingdom
$5.56M -$1.5M -9,523 -21%
RJA
65
Raymond James & Associates
Florida
$5.48M +$1.67M +10,617 +44%
Nordea Investment Management
66
Nordea Investment Management
Sweden
$5.3M +$5.3M +34,046 New
UBS Group
67
UBS Group
Switzerland
$5.26M -$11.7M -74,185 -69%
Retirement Systems of Alabama
68
Retirement Systems of Alabama
Alabama
$5.15M +$15.5K +98 +0.3%
JIR
69
James Investment Research
Ohio
$5.02M +$39.6K +251 +0.8%
New York State Teachers Retirement System (NYSTRS)
70
New York State Teachers Retirement System (NYSTRS)
New York
$4.95M -$15.8K -100 -0.3%
Bessemer Group
71
Bessemer Group
New Jersey
$4.85M +$217K +1,378 +5%
CEP
72
Chicago Equity Partners
Illinois
$4.84M -$2.07M -13,133 -30%
Man Group
73
Man Group
United Kingdom
$4.66M -$1.84M -11,664 -28%
KCM
74
Kennedy Capital Management
Missouri
$4.4M -$189K -1,196 -4%
UBS AM
75
UBS AM
Illinois
$4.23M +$797K +5,053 +23%
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