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Helen of Troy
HELE

Overview Fund Activity

272 hedge funds and large institutions have $4.33B invested in Helen of Troy in 2019 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 79 increasing their positions, 104 reducing their positions, and 19 closing their positions.

Holders
272
Holders Change
+20
Holders Change %
+7.94%
% of All Funds
5.37%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
48
Increased
79
Reduced
104
Closed
19
Calls
$25.1M
Puts
$22.7M
Net Calls
+$2.45M
Net Calls Change
+$7.43M

Top Buyers

1
CB
1
Cooke & Bieler
Pennsylvania
$177M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$300M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$17.4M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$14.2M
5
ACA
5
Anchor Capital Advisors
Massachusetts
$36.5M

Top Sellers

1
CIP
1
Champlain Investment Partners
Vermont
$0
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$12.5M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$445M
4
EAM
4
Eagle Asset Management
Florida
$20.3M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$1.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
Schroder Investment Management Group
76
Schroder Investment Management Group
United Kingdom
$5.38M +$1.47M +8,201 +38%
KCM
77
Kennedy Capital Management
Missouri
$4.92M -$104K -579 -2%
Voloridge Investment Management
78
Voloridge Investment Management
Florida
$4.78M +$937K +5,211 +24%
LPL Financial
79
LPL Financial
California
$4.7M +$460K +2,558 +11%
State of New Jersey Common Pension Fund D
80
State of New Jersey Common Pension Fund D
New Jersey
$4.68M +$115K +639 +3%
MIM
81
MetLife Investment Management
New Jersey
$4.52M -$28.4K -158 -0.6%
KOCAA
82
Knights of Columbus Asset Advisors
Connecticut
$4.37M +$4.37M +24,303 New
AQR Capital Management
83
AQR Capital Management
Connecticut
$4.32M -$326K -1,813 -7%
New York State Common Retirement Fund
84
New York State Common Retirement Fund
New York
$4.14M -$660K -3,668 -14%
EAM
85
EULAV Asset Management
Florida
$4.14M – – –
Citigroup
86
Citigroup
New York
$4.08M +$2.82M +15,654 +222%
Squarepoint
87
Squarepoint
New York
$4.04M +$691K +3,846 +21%
MOACM
88
Mutual of America Capital Management
New York
$4.04M +$13.7K +76 +0.3%
CS
89
Credit Suisse
Switzerland
$3.84M -$246K -1,368 -6%
Comerica Bank
90
Comerica Bank
Texas
$3.79M +$24.2K +126 +0.6%
Russell Investments Group
91
Russell Investments Group
United Kingdom
$3.7M +$244K +1,358 +7%
SC
92
Sepio Capital
Utah
$3.64M +$3.64M +20,261 New
AAM
93
Arabesque Asset Management
United Kingdom
$3.35M +$2.61M +14,495 +353%
Prudential Financial
94
Prudential Financial
New Jersey
$3.22M +$198K +1,101 +7%
Aviva
95
Aviva
United Kingdom
$3.21M – – –
Ensign Peak Advisors
96
Ensign Peak Advisors
Utah
$3.19M +$3.19M +17,737 New
TPSF
97
Texas Permanent School Fund
Texas
$3.1M +$22.1K +123 +0.7%
CCM
98
Cloverdale Capital Management
Texas
$2.98M +$2.98M +16,551 New
ASRS
99
Arizona State Retirement System
Arizona
$2.57M -$248K -1,377 -9%
OC
100
Oarsman Capital
Wisconsin
$2.57M -$538K -2,995 -17%
2 3
4
5 6