HELE icon

Helen of Troy
HELE

Overview Fund Activity

252 hedge funds and large institutions have $3.76B invested in Helen of Troy in 2019 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 69 increasing their positions, 110 reducing their positions, and 38 closing their positions.

Holders
252
Holders Change
-11
Holders Change %
-4.18%
% of All Funds
5.53%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
28
Increased
69
Reduced
110
Closed
38
Calls
$17.5M
Puts
$22.5M
Net Calls
-$4.98M
Net Calls Change
-$12.9M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$238M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$40M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$47.3M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$417M
5
CM
5
Castleark Management
Illinois
$10.6M

Top Sellers

1
Grantham, Mayo, Van Otterloo & Co (GMO)
1
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.18M
2
HAM
2
Hillcrest Asset Management
Texas
$0
3
CIP
3
Champlain Investment Partners
Vermont
$38.6M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$11.6M
5
UBS Group
5
UBS Group
Switzerland
$5.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
New York State Common Retirement Fund
76
New York State Common Retirement Fund
New York
$4.21M +$94.6K +600 +2%
AQR Capital Management
77
AQR Capital Management
Connecticut
$4.08M +$782K +4,958 +24%
State of New Jersey Common Pension Fund D
78
State of New Jersey Common Pension Fund D
New Jersey
$4.01M +$4.01M +25,400 New
MIM
79
MetLife Investment Management
New Jersey
$3.99M -$147K -932 -4%
LPL Financial
80
LPL Financial
California
$3.72M +$30.6K +194 +0.8%
EAM
81
EULAV Asset Management
Florida
$3.63M +$31.5K +200 +0.9%
CS
82
Credit Suisse
Switzerland
$3.58M -$1.21M -7,663 -25%
3C
83
361 Capital
Colorado
$3.53M +$3.53M +22,378 New
MOACM
84
Mutual of America Capital Management
New York
$3.53M +$19.4K +123 +0.6%
SCP
85
Seizert Capital Partners
Michigan
$3.47M – – –
First Trust Advisors
86
First Trust Advisors
Illinois
$3.43M +$2.81M +17,837 +459%
Schroder Investment Management Group
87
Schroder Investment Management Group
United Kingdom
$3.37M -$6.22M -40,100 -65%
Voloridge Investment Management
88
Voloridge Investment Management
Florida
$3.37M +$774K +4,909 +30%
Morgan Stanley
89
Morgan Stanley
New York
$3.35M +$523K +3,315 +18%
Comerica Bank
90
Comerica Bank
Texas
$3.07M +$799K +5,112 +35%
Russell Investments Group
91
Russell Investments Group
United Kingdom
$3.02M -$2.58M -16,372 -46%
Millennium Management
92
Millennium Management
New York
$2.96M -$2.53M -16,046 -46%
Squarepoint
93
Squarepoint
New York
$2.94M -$508K -3,223 -15%
Aviva
94
Aviva
United Kingdom
$2.82M – – –
OC
95
Oarsman Capital
Wisconsin
$2.72M -$77.3K -490 -3%
TPSF
96
Texas Permanent School Fund
Texas
$2.69M +$17.8K +113 +0.7%
BC
97
Burney Company
Virginia
$2.66M -$9.32M -59,144 -78%
Prudential Financial
98
Prudential Financial
New Jersey
$2.65M -$69.4K -440 -3%
State of Tennessee, Department of Treasury
99
State of Tennessee, Department of Treasury
Tennessee
$2.53M +$106K +674 +4%
ASRS
100
Arizona State Retirement System
Arizona
$2.47M -$395K -2,507 -14%
2 3
4
5 6