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Helen of Troy
HELE

Overview Fund Activity

262 hedge funds and large institutions have $3.31B invested in Helen of Troy in 2018 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 63 increasing their positions, 100 reducing their positions, and 34 closing their positions.

Holders
262
Holders Change
+12
Holders Change %
+4.8%
% of All Funds
6%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
48
Increased
63
Reduced
100
Closed
34
Calls
$15.2M
Puts
$12.6M
Net Calls
+$2.6M
Net Calls Change
+$2.56M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$38.1M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$33M
3
Victory Capital Management
3
Victory Capital Management
Texas
$51.4M
4
EAM
4
Eagle Asset Management
Florida
$26.7M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$45.7M

Top Sellers

1
WHG
1
Westwood Holdings Group
Texas
$2.12M
2
American Century Companies
2
American Century Companies
Missouri
$6.17M
3
ACH
3
ArrowMark Colorado Holdings
Colorado
$54.5M
4
CB
4
Cooke & Bieler
Pennsylvania
$88.2M
5
PP
5
Prudential plc
United Kingdom
$37.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Los Angeles Capital Management
76
Los Angeles Capital Management
California
$3.7M +$3.7M +28,275 New
MIM
77
MetLife Investment Management
New Jersey
$3.6M -$209K -1,598 -5%
State of Tennessee, Department of Treasury
78
State of Tennessee, Department of Treasury
Tennessee
$3.55M -$84.7K -647 -2%
LPL Financial
79
LPL Financial
California
$3.53M +$54.7K +418 +2%
EI
80
EAM Investors
California
$3.48M +$3.48M +26,615 New
GAM
81
Gotham Asset Management
New York
$3.42M -$3.84M -29,315 -53%
AMI
82
Amica Mutual Insurance
Rhode Island
$3.36M – – –
Legal & General Group
83
Legal & General Group
United Kingdom
$3.35M -$39K -298 -1%
New York State Teachers Retirement System (NYSTRS)
84
New York State Teachers Retirement System (NYSTRS)
New York
$3.32M – – –
DekaBank Deutsche Girozentrale
85
DekaBank Deutsche Girozentrale
Germany
$3.26M -$2.36M -19,792 -42%
Nordea Investment Management
86
Nordea Investment Management
Sweden
$3.23M +$3.23M +24,700 New
SGAM
87
Smith Group Asset Management
Texas
$3.01M +$116K +890 +4%
OC
88
Oarsman Capital
Wisconsin
$2.96M -$62.2K -475 -2%
OAM
89
Oxford Asset Management
United Kingdom
$2.96M +$2.96M +22,740 New
MOACM
90
Mutual of America Capital Management
New York
$2.95M -$41.5K -317 -1%
Bessemer Group
91
Bessemer Group
New Jersey
$2.93M -$26.2K -200 -0.9%
CS
92
Credit Suisse
Switzerland
$2.86M -$1.38M -10,526 -33%
PA
93
Pinnacle Associates
New York
$2.8M -$406K -3,100 -13%
Acadian Asset Management
94
Acadian Asset Management
Massachusetts
$2.73M +$2.73M +20,821 New
EAM
95
EULAV Asset Management
Florida
$2.57M – – –
Grantham, Mayo, Van Otterloo & Co (GMO)
96
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.49M +$2.07M +15,800 +494%
ASRS
97
Arizona State Retirement System
Arizona
$2.45M +$29.4K +225 +1%
APFBOT
98
Amica Pension Fund Board of Trustees
Rhode Island
$2.45M – – –
UBS AM
99
UBS AM
Illinois
$2.3M +$39K +298 +2%
Federated Hermes
100
Federated Hermes
Pennsylvania
$2.29M -$4.1M -31,333 -64%
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4
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