HELE icon

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 %
MLICM
101
Metropolitan Life Insurance Company (MetLife)
New York
$2.52M -$30.6K -170 -1%
State of Tennessee, Department of Treasury
102
State of Tennessee, Department of Treasury
Tennessee
$2.48M -$409K -2,275 -14%
SCP
103
Seizert Capital Partners
Michigan
$2.42M -$1.54M -8,557 -39%
MSA
104
Mason Street Advisors
Wisconsin
$2.41M +$39K +217 +2%
3C
105
361 Capital
Colorado
$2.34M -$1.68M -9,359 -42%
AMI
106
Amica Mutual Insurance
Rhode Island
$2.29M – – –
HSBC Holdings
107
HSBC Holdings
United Kingdom
$2.26M +$914K +5,051 +68%
SRAM
108
Stone Ridge Asset Management
New York
$2.26M – – –
CCMG
109
Clark Capital Management Group
Pennsylvania
$2.21M -$193K -1,076 -8%
BC
110
Burney Company
Virginia
$2.12M -$916K -5,096 -30%
BMO
111
Beck Mack & Oliver
New York
$2.08M – – –
State Board of Administration of Florida Retirement System
112
State Board of Administration of Florida Retirement System
Florida
$2.05M -$48.6K -270 -2%
Carson Wealth (CWM LLC)
113
Carson Wealth (CWM LLC)
Nebraska
$1.94M – – –
Envestnet Asset Management
114
Envestnet Asset Management
Illinois
$1.91M -$126K -701 -6%
ACM
115
Argent Capital Management
Missouri
$1.78M +$33.3K +185 +2%
PNC Financial Services Group
116
PNC Financial Services Group
Pennsylvania
$1.78M -$11.5M -63,943 -87%
SO
117
STRS Ohio
Ohio
$1.76M -$18K -100 -1%
CIP
118
Chartwell Investment Partners
Pennsylvania
$1.76M +$1.76M +9,766 New
OPERF
119
Oregon Public Employees Retirement Fund
Oregon
$1.71M -$145K -807 -8%
BFA
120
Brendel Financial Advisors
New Hampshire
$1.68M +$1.68M +9,331 New
AIP
121
Ameritas Investment Partners
Nebraska
$1.67M +$12.8K +71 +0.8%
VRS
122
Virginia Retirement Systems
Virginia
$1.6M -$18K -100 -1%
DCM
123
Dupont Capital Management
Delaware
$1.59M +$913K +5,076 +135%
Allianz Asset Management
124
Allianz Asset Management
Germany
$1.55M +$1.21M +6,737 +356%
US Bancorp
125
US Bancorp
Minnesota
$1.54M -$131K -731 -8%
3 4
5
6 7