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Helen of Troy
HELE

Overview Fund Activity

250 hedge funds and large institutions have $2.54B invested in Helen of Troy in 2018 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 82 increasing their positions, 73 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
+19
Holders Change %
+8.23%
% of All Funds
5.73%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
40
Increased
82
Reduced
73
Closed
18
Calls
$7.37M
Puts
$7.33M
Net Calls
+$34K
Net Calls Change
-$1.88M

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$15M
2
BlackRock
2
BlackRock
New York
$298M
3
TA
3
Teachers Advisors
New York
$18.4M
4
CB
4
Cooke & Bieler
Pennsylvania
$81.2M
5
Wells Fargo
5
Wells Fargo
California
$73.2M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$348M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$114M
3
American Century Companies
3
American Century Companies
Missouri
$26.2M
4
WHG
4
Westwood Holdings Group
Texas
$32.2M
5
SCM
5
SG Capital Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MIM
76
MetLife Investment Management
New Jersey
$2.87M -$9.94K -101 -0.3%
State of Tennessee, Department of Treasury
77
State of Tennessee, Department of Treasury
Tennessee
$2.74M – – –
Two Sigma Advisers
78
Two Sigma Advisers
New York
$2.68M +$1.91M +19,400 +248%
OCM
79
Olstein Capital Management
New York
$2.68M -$642K -6,520 -19%
LPL Financial
80
LPL Financial
California
$2.61M +$376K +3,822 +17%
Legal & General Group
81
Legal & General Group
United Kingdom
$2.55M -$232K -2,355 -8%
AMI
82
Amica Mutual Insurance
Rhode Island
$2.52M – – –
New York State Teachers Retirement System (NYSTRS)
83
New York State Teachers Retirement System (NYSTRS)
New York
$2.49M -$256K -2,600 -9%
PA
84
Pinnacle Associates
New York
$2.41M -$164K -1,665 -6%
Comerica Bank
85
Comerica Bank
Texas
$2.38M -$106K -914 -4%
OC
86
Oarsman Capital
Wisconsin
$2.27M +$168K +1,702 +8%
MOACM
87
Mutual of America Capital Management
New York
$2.25M +$73.8K +750 +3%
Bessemer Group
88
Bessemer Group
New Jersey
$2.23M – – –
SGAM
89
Smith Group Asset Management
Texas
$2.18M +$2.15M +21,793 +6,280%
Royal Bank of Canada
90
Royal Bank of Canada
Ontario, Canada
$2.17M +$98.7K +1,003 +5%
EAM
91
EULAV Asset Management
Florida
$1.93M – – –
US Bancorp
92
US Bancorp
Minnesota
$1.84M -$11.3K -115 -0.6%
APFBOT
93
Amica Pension Fund Board of Trustees
Rhode Island
$1.84M – – –
ASRS
94
Arizona State Retirement System
Arizona
$1.82M +$25K +254 +1%
Citigroup
95
Citigroup
New York
$1.77M +$1.29M +13,129 +270%
UBS AM
96
UBS AM
Illinois
$1.7M -$3.25K -33 -0.2%
TPSF
97
Texas Permanent School Fund
Texas
$1.69M -$66.2K -673 -4%
Renaissance Technologies
98
Renaissance Technologies
New York
$1.68M +$1.68M +17,010 New
AAMU
99
Amundi Asset Management US
Massachusetts
$1.62M +$276K +2,800 +20%
MLICM
100
Metropolitan Life Insurance Company (MetLife)
New York
$1.55M -$4.04K -41 -0.3%
2 3
4
5 6