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Helen of Troy
HELE

Overview Fund Activity

263 hedge funds and large institutions have $3.09B invested in Helen of Troy in 2019 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 65 increasing their positions, 125 reducing their positions, and 34 closing their positions.

Holders
263
Holders Change
-1
Holders Change %
-0.38%
% of All Funds
5.72%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
37
Increased
65
Reduced
125
Closed
34
Calls
$15.3M
Puts
$7.4M
Net Calls
+$7.95M
Net Calls Change
+$9.14M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$114M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$66M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$24.7M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$14.9M
5
Wells Fargo
5
Wells Fargo
California
$76.1M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$15.5M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$336M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$118M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$25.6M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$2.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
Aviva
101
Aviva
United Kingdom
$2.33M +$2.33M +17,869 New
OC
102
Oarsman Capital
Wisconsin
$2.32M -$486K -3,724 -17%
Prudential Financial
103
Prudential Financial
New Jersey
$2.25M +$59.8K +458 +3%
TPSF
104
Texas Permanent School Fund
Texas
$2.22M -$52.6K -403 -2%
D.E. Shaw & Co
105
D.E. Shaw & Co
New York
$2.22M -$2.58M -19,781 -54%
Comerica Bank
106
Comerica Bank
Texas
$2.16M -$299K -2,013 -12%
Voloridge Investment Management
107
Voloridge Investment Management
Florida
$2.15M +$990K +7,579 +86%
State of Tennessee, Department of Treasury
108
State of Tennessee, Department of Treasury
Tennessee
$2.01M -$1.61M -12,306 -44%
Carson Wealth (CWM LLC)
109
Carson Wealth (CWM LLC)
Nebraska
$1.94M – – –
MLICM
110
Metropolitan Life Insurance Company (MetLife)
New York
$1.92M -$19.6K -150 -1%
MSA
111
Mason Street Advisors
Wisconsin
$1.74M -$36.3K -278 -2%
GAM
112
Gotham Asset Management
New York
$1.72M -$560K -4,285 -25%
SRAM
113
Stone Ridge Asset Management
New York
$1.64M – – –
State Board of Administration of Florida Retirement System
114
State Board of Administration of Florida Retirement System
Florida
$1.57M -$295K -2,262 -16%
BMO
115
Beck Mack & Oliver
New York
$1.51M – – –
Envestnet Asset Management
116
Envestnet Asset Management
Illinois
$1.46M -$44.9K -344 -3%
HF
117
HRT Financial
New York
$1.46M +$778K +5,958 +114%
Susquehanna International Group
118
Susquehanna International Group
Pennsylvania
$1.46M +$1.46M +11,162 New
US Bancorp
119
US Bancorp
Minnesota
$1.41M -$424K -3,244 -23%
SO
120
STRS Ohio
Ohio
$1.37M -$170K -1,300 -11%
AMI
121
Amica Mutual Insurance
Rhode Island
$1.37M – – –
OPERF
122
Oregon Public Employees Retirement Fund
Oregon
$1.35M -$20.2K -155 -1%
ACM
123
Argent Capital Management
Missouri
$1.24M +$2.61K +20 +0.2%
AIP
124
Ameritas Investment Partners
Nebraska
$1.23M -$27.6K -211 -2%
ZIM
125
Zacks Investment Management
Illinois
$1.22M -$50K -383 -4%
3 4
5
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