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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 %
TPSF
101
Texas Permanent School Fund
Texas
$2.17M -$79.2K -605 -4%
Balyasny Asset Management
102
Balyasny Asset Management
Illinois
$2.16M +$2.16M +16,518 New
WHG
103
Westwood Holdings Group
Texas
$2.12M -$40.7M -310,623 -95%
US Bancorp
104
US Bancorp
Minnesota
$2.07M -$379K -2,899 -15%
Comerica Bank
105
Comerica Bank
Texas
$2.07M -$444K -3,620 -18%
MLICM
106
Metropolitan Life Insurance Company (MetLife)
New York
$1.99M -$73.4K -561 -4%
SG Americas Securities
107
SG Americas Securities
New York
$1.88M +$704K +5,377 +60%
MSA
108
Mason Street Advisors
Wisconsin
$1.77M -$16K -122 -0.9%
State Board of Administration of Florida Retirement System
109
State Board of Administration of Florida Retirement System
Florida
$1.66M -$203K -1,550 -11%
Russell Investments Group
110
Russell Investments Group
United Kingdom
$1.65M +$1.09M +8,338 +195%
SRAM
111
Stone Ridge Asset Management
New York
$1.64M – – –
GCP
112
GSA Capital Partners
United Kingdom
$1.57M -$36.9K -282 -2%
ZIM
113
ZPR Investment Management
Florida
$1.54M -$141K -1,080 -8%
BMO
114
Beck Mack & Oliver
New York
$1.51M – – –
NEI
115
Northwest & Ethical Investments
Ontario, Canada
$1.47M +$558K +4,260 +61%
AAMU
116
Amundi Asset Management US
Massachusetts
$1.39M -$773K -5,900 -36%
Jacobs Levy Equity Management
117
Jacobs Levy Equity Management
New Jersey
$1.37M +$1.37M +10,500 New
OPERF
118
Oregon Public Employees Retirement Fund
Oregon
$1.37M -$9.03K -69 -0.7%
AIP
119
Ameritas Investment Partners
Nebraska
$1.32M – – –
TD Asset Management
120
TD Asset Management
Ontario, Canada
$1.32M +$497K +3,800 +60%
SOMRS
121
State of Michigan Retirement System
Michigan
$1.27M -$13.1K -100 -1%
ACM
122
Argent Capital Management
Missouri
$1.26M +$105K +800 +9%
OCM
123
Olstein Capital Management
New York
$1.17M -$2.39M -18,240 -67%
ZCM
124
Zebra Capital Management
Connecticut
$1.16M -$588K -4,490 -34%
EGM
125
Engineers Gate Manager
New York
$1.16M +$1.16M +8,834 New
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5
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