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Helen of Troy
HELE

Overview Fund Activity

291 hedge funds and large institutions have $3.14B invested in Helen of Troy in 2018 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 85 increasing their positions, 94 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
+29
Holders Change %
+11.07%
% of All Funds
6.49%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
68
Increased
85
Reduced
94
Closed
38
Calls
$8.44M
Puts
$11.3M
Net Calls
-$2.85M
Net Calls Change
-$5.44M

Top Buyers

1
Robeco Institutional Asset Management
1
Robeco Institutional Asset Management
Netherlands
$44.7M
2
Goldman Sachs
2
Goldman Sachs
New York
$51.3M
3
RCAMU
3
Rothschild & Co Asset Management US
Connecticut
$24.1M
4
Aberdeen Group
4
Aberdeen Group
United Kingdom
$23.9M
5
Invesco
5
Invesco
Georgia
$27.6M

Top Sellers

1
CIP
1
Champlain Investment Partners
Vermont
$41.7M
2
ACH
2
ArrowMark Colorado Holdings
Colorado
$0
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$397M
4
CB
4
Cooke & Bieler
Pennsylvania
$38M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$9.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
CS
76
Credit Suisse
Switzerland
$3.83M +$969K +7,386 +34%
State of Tennessee, Department of Treasury
77
State of Tennessee, Department of Treasury
Tennessee
$3.8M +$239K +1,820 +7%
CAM
78
Cortina Asset Management
Wisconsin
$3.8M +$3.8M +28,969 New
Legal & General Group
79
Legal & General Group
United Kingdom
$3.76M +$396K +3,019 +12%
Nordea Investment Management
80
Nordea Investment Management
Sweden
$3.7M +$459K +3,500 +14%
Two Sigma Advisers
81
Two Sigma Advisers
New York
$3.7M -$43.2K -329 -1%
LPL Financial
82
LPL Financial
California
$3.63M +$93.7K +714 +3%
MIM
83
MetLife Investment Management
New Jersey
$3.61M -$3.8K -29 -0.1%
PAM
84
Panagora Asset Management
Massachusetts
$3.58M +$3.57M +27,186 +32,754%
New York State Common Retirement Fund
85
New York State Common Retirement Fund
New York
$3.5M -$433K -3,300 -11%
CPC
86
Cookson Peirce & Co
Pennsylvania
$3.28M +$3.28M +24,970 New
Grantham, Mayo, Van Otterloo & Co (GMO)
87
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$3.24M +$748K +5,700 +30%
Man Group
88
Man Group
United Kingdom
$3.24M -$1.12M -8,556 -26%
Bessemer Group
89
Bessemer Group
New Jersey
$3.08M +$144K +1,100 +5%
MOACM
90
Mutual of America Capital Management
New York
$3.05M +$92.9K +708 +3%
Los Angeles Capital Management
91
Los Angeles Capital Management
California
$2.9M -$806K -6,140 -22%
OSAM
92
O'Shaughnessy Asset Management
Connecticut
$2.88M +$1.97M +14,990 +217%
OC
93
Oarsman Capital
Wisconsin
$2.83M -$136K -1,035 -5%
CCMG
94
Clark Capital Management Group
Pennsylvania
$2.69M +$2.69M +20,488 New
CAM
95
Congress Asset Management
Massachusetts
$2.6M +$2.6M +19,845 New
EAM
96
EULAV Asset Management
Florida
$2.57M – – –
UBS AM
97
UBS AM
Illinois
$2.53M +$227K +1,734 +10%
3C
98
361 Capital
Colorado
$2.51M +$2.51M +19,149 New
ASRS
99
Arizona State Retirement System
Arizona
$2.49M +$32K +244 +1%
Allianz Asset Management
100
Allianz Asset Management
Germany
$2.37M +$2.37M +18,032 New
2 3
4
5 6