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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 %
MLICM
101
Metropolitan Life Insurance Company (MetLife)
New York
$2.24M -$76.8K -487 -3%
CCMG
102
Clark Capital Management Group
Pennsylvania
$2.11M +$2.11M +13,369 New
OSAM
103
O'Shaughnessy Asset Management
Connecticut
$2.1M -$1.02M -6,484 -33%
Susquehanna International Group
104
Susquehanna International Group
Pennsylvania
$2.08M +$318K +2,019 +18%
MSA
105
Mason Street Advisors
Wisconsin
$2.08M -$26.2K -166 -1%
Two Sigma Advisers
106
Two Sigma Advisers
New York
$2.02M -$2.25M -14,300 -53%
AMI
107
Amica Mutual Insurance
Rhode Island
$2.01M +$358K +2,274 +22%
SRAM
108
Stone Ridge Asset Management
New York
$1.98M – – –
Carson Wealth (CWM LLC)
109
Carson Wealth (CWM LLC)
Nebraska
$1.94M – – –
KBC Group
110
KBC Group
Belgium
$1.91M +$1.91M +12,114 New
State Board of Administration of Florida Retirement System
111
State Board of Administration of Florida Retirement System
Florida
$1.84M -$56.8K -360 -3%
BMO
112
Beck Mack & Oliver
New York
$1.82M – – –
Envestnet Asset Management
113
Envestnet Asset Management
Illinois
$1.78M +$18K +114 +1%
OPERF
114
Oregon Public Employees Retirement Fund
Oregon
$1.63M -$2.52K -16 -0.2%
OAM
115
Oxford Asset Management
United Kingdom
$1.58M +$469K +2,973 +42%
SO
116
STRS Ohio
Ohio
$1.56M -$94.5K -600 -6%
GAM
117
Gotham Asset Management
New York
$1.56M -$523K -3,319 -25%
ACM
118
Argent Capital Management
Missouri
$1.54M +$34.7K +220 +2%
ZIM
119
Zacks Investment Management
Illinois
$1.48M +$11.7K +74 +0.8%
US Bancorp
120
US Bancorp
Minnesota
$1.46M -$237K -1,507 -14%
AIP
121
Ameritas Investment Partners
Nebraska
$1.45M -$28.5K -181 -2%
Federated Hermes
122
Federated Hermes
Pennsylvania
$1.43M -$2.73M -17,307 -66%
VRS
123
Virginia Retirement Systems
Virginia
$1.42M -$47.3K -300 -3%
AR
124
Advisory Research
Illinois
$1.27M +$1.27M +8,033 New
EI
125
EAM Investors
California
$1.2M -$15.5K -98 -1%
3 4
5
6 7