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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 %
TPSF
101
Texas Permanent School Fund
Texas
$2.02M 17,379 +102 +0.6%
Squarepoint
102
Squarepoint
New York
$1.98M 17,096 -23,592 -58%
Comerica Bank
103
Comerica Bank
Texas
$1.96M 16,536 -691 -4%
Prudential Financial
104
Prudential Financial
New Jersey
$1.95M 16,785 -633 -4%
Carson Wealth (CWM LLC)
105
Carson Wealth (CWM LLC)
Nebraska
$1.94M 8,484 +8,476 +105,950%
JIR
106
James Investment Research
Ohio
$1.83M 15,793 -69,572 -81%
MLICM
107
Metropolitan Life Insurance Company (MetLife)
New York
$1.72M 14,847 -355 -2%
SCP
108
Seizert Capital Partners
Michigan
$1.7M 14,629 +14,629 New
State Board of Administration of Florida Retirement System
109
State Board of Administration of Florida Retirement System
Florida
$1.66M 14,275 +1,572 +12%
US Bancorp
110
US Bancorp
Minnesota
$1.63M 14,043 +12 +0.1%
MC
111
Maverick Capital
Texas
$1.59M 13,670 +1,800 +15%
MSA
112
Mason Street Advisors
Wisconsin
$1.58M 13,611 -218 -2%
Point72 Asset Management
113
Point72 Asset Management
Connecticut
$1.54M 13,299 +13,299 New
SRAM
114
Stone Ridge Asset Management
New York
$1.46M 12,547 – –
Allianz Asset Management
115
Allianz Asset Management
Germany
$1.42M 12,221 -5,811 -32%
SO
116
STRS Ohio
Ohio
$1.37M 11,800 +1,000 +9%
SCM
117
Stevens Capital Management
Pennsylvania
$1.37M 11,786 +11,786 New
Envestnet Asset Management
118
Envestnet Asset Management
Illinois
$1.34M 11,545 -221 -2%
BMO
119
Beck Mack & Oliver
New York
$1.34M 11,542 – –
HSBC Holdings
120
HSBC Holdings
United Kingdom
$1.33M 11,476 +7,727 +206%
NIPH
121
NN Investment Partners Holdings
Netherlands
$1.31M 11,254 +11,254 New
SSA
122
Schonfeld Strategic Advisors
New York
$1.22M 10,505 +7,705 +275%
OPERF
123
Oregon Public Employees Retirement Fund
Oregon
$1.22M 10,485 – –
AMI
124
Amica Mutual Insurance
Rhode Island
$1.21M 10,463 – –
RJFSA
125
Raymond James Financial Services Advisors
Florida
$1.18M 10,196 +3,533 +53%
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