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Helen of Troy
HELE

Overview Fund Activity

272 hedge funds and large institutions have $4.33B invested in Helen of Troy in 2019 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 79 increasing their positions, 104 reducing their positions, and 19 closing their positions.

Holders
272
Holders Change
+20
Holders Change %
+7.94%
% of All Funds
5.37%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
48
Increased
79
Reduced
104
Closed
19
Calls
$25.1M
Puts
$22.7M
Net Calls
+$2.45M
Net Calls Change
+$7.43M

Top Buyers

1
CB
1
Cooke & Bieler
Pennsylvania
$177M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$300M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$17.4M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$14.2M
5
ACA
5
Anchor Capital Advisors
Massachusetts
$36.5M

Top Sellers

1
CIP
1
Champlain Investment Partners
Vermont
$0
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$12.5M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$445M
4
EAM
4
Eagle Asset Management
Florida
$20.3M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$1.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$11.9M +$550K +3,061 +5%
CM
52
Castleark Management
Illinois
$11.6M -$446K -2,480 -4%
AIG
53
American International Group
New York
$11.5M +$50.5K +281 +0.4%
MAM
54
Martingale Asset Management
Massachusetts
$10.8M +$467K +2,596 +5%
Deutsche Bank
55
Deutsche Bank
Germany
$10.8M -$1.56M -8,653 -13%
Manulife (Manufacturers Life Insurance)
56
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.73M -$466K -2,376 -5%
MFIMFI
57
Mesirow Financial Investment Management - Fixed Income
Illinois
$9.52M -$237K -1,320 -2%
UBS AM
58
UBS AM
Illinois
$9.05M +$4.22M +23,489 +87%
Swiss National Bank
59
Swiss National Bank
Switzerland
$8.63M +$180K +1,000 +2%
EIP
60
Epoch Investment Partners
New York
$8.12M +$8.12M +45,164 New
Barclays
61
Barclays
United Kingdom
$8.07M +$1.73M +9,602 +27%
SEI Investments
62
SEI Investments
Pennsylvania
$7.96M -$187K -1,040 -2%
Robeco Institutional Asset Management
63
Robeco Institutional Asset Management
Netherlands
$7.73M -$65.4K -364 -0.8%
CAM
64
Congress Asset Management
Massachusetts
$7.48M -$156K -867 -2%
Man Group
65
Man Group
United Kingdom
$7.3M +$1.99M +11,055 +37%
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$6.9M -$143K -798 -2%
JIR
67
James Investment Research
Ohio
$6.65M +$923K +5,134 +16%
Legal & General Group
68
Legal & General Group
United Kingdom
$6.55M -$136K -754 -2%
First Trust Advisors
69
First Trust Advisors
Illinois
$6.51M +$2.61M +14,502 +67%
RJA
70
Raymond James & Associates
Florida
$6.44M +$194K +1,078 +3%
Nordea Investment Management
71
Nordea Investment Management
Sweden
$6.27M +$115K +637 +2%
MC
72
Maverick Capital
Texas
$6.03M +$6.03M +33,555 New
Retirement Systems of Alabama
73
Retirement Systems of Alabama
Alabama
$5.89M +$23.6K +131 +0.4%
Bessemer Group
74
Bessemer Group
New Jersey
$5.7M +$162K +900 +3%
New York State Teachers Retirement System (NYSTRS)
75
New York State Teachers Retirement System (NYSTRS)
New York
$5.48M -$162K -900 -3%
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