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Helen of Troy
HELE

Overview Fund Activity

264 hedge funds and large institutions have $2.87B invested in Helen of Troy in 2019 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 93 increasing their positions, 94 reducing their positions, and 62 closing their positions.

Holders
264
Holders Change
-27
Holders Change %
-9.28%
% of All Funds
5.72%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
36
Increased
93
Reduced
94
Closed
62
Calls
$14.9M
Puts
$16.1M
Net Calls
-$1.19M
Net Calls Change
+$1.65M

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$77.8M
2
CB
2
Cooke & Bieler
Pennsylvania
$62.5M
3
Ameriprise
3
Ameriprise
Minnesota
$42.7M
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$42.2M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$25.6M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$324M
2
BlackRock
2
BlackRock
New York
$350M
3
Morgan Stanley
3
Morgan Stanley
New York
$2.34M
4
Robeco Institutional Asset Management
4
Robeco Institutional Asset Management
Netherlands
$22.5M
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$72.9M
Name Market Value Shares Shares
Change 		Shares
Change %
New York State Teachers Retirement System (NYSTRS)
76
New York State Teachers Retirement System (NYSTRS)
New York
$3.68M 31,767 +2,298 +8%
CAM
77
Congress Asset Management
Massachusetts
$3.64M 31,400 +11,555 +58%
DekaBank Deutsche Girozentrale
78
DekaBank Deutsche Girozentrale
Germany
$3.26M 27,338 +21,405 +361%
State of Tennessee, Department of Treasury
79
State of Tennessee, Department of Treasury
Tennessee
$3.21M 27,704 -1,269 -4%
PAM
80
Panagora Asset Management
Massachusetts
$3.18M 27,398 +129 +0.5%
MIM
81
MetLife Investment Management
New Jersey
$3.13M 26,991 -496 -2%
New York State Common Retirement Fund
82
New York State Common Retirement Fund
New York
$3.1M 26,700 – –
CAM
83
ClariVest Asset Management
California
$2.99M 25,800 -28,600 -53%
AQR Capital Management
84
AQR Capital Management
Connecticut
$2.87M 24,764 -9,855 -28%
Citigroup
85
Citigroup
New York
$2.82M 24,283 +13,969 +135%
RJA
86
Raymond James & Associates
Florida
$2.79M 24,041 -13,833 -37%
Two Sigma Advisers
87
Two Sigma Advisers
New York
$2.69M 23,200 -5,000 -18%
LPL Financial
88
LPL Financial
California
$2.66M 22,913 -4,730 -17%
MOACM
89
Mutual of America Capital Management
New York
$2.61M 22,536 -726 -3%
Russell Investments Group
90
Russell Investments Group
United Kingdom
$2.59M 22,318 +7,094 +47%
OC
91
Oarsman Capital
Wisconsin
$2.49M 21,477 -80 -0.4%
Millennium Management
92
Millennium Management
New York
$2.49M 21,428 +17,431 +436%
OSAM
93
O'Shaughnessy Asset Management
Connecticut
$2.37M 20,514 -1,382 -6%
Morgan Stanley
94
Morgan Stanley
New York
$2.34M 20,186 -151,406 -88%
UBS AM
95
UBS AM
Illinois
$2.33M 20,052 +771 +4%
PAA
96
Peregrine Asset Advisers
Oregon
$2.32M 20,040 +20,040 New
EAM
97
EULAV Asset Management
Florida
$2.29M 19,600 – –
ASRS
98
Arizona State Retirement System
Arizona
$2.13M 18,379 -570 -3%
WHG
99
Westwood Holdings Group
Texas
$2.07M 17,869 +1,680 +10%
GAM
100
Gotham Asset Management
New York
$2.03M 17,487 +2,498 +17%
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4
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