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Helen of Troy
HELE

Overview Fund Activity

229 hedge funds and large institutions have $2.46B invested in Helen of Troy in 2017 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 79 increasing their positions, 80 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
+17
Holders Change %
+8.02%
% of All Funds
5.2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
40
Increased
79
Reduced
80
Closed
21
Calls
$9.44M
Puts
$3.55M
Net Calls
+$5.89M
Net Calls Change
+$9.02M

Top Buyers

1
ACH
ArrowMark Colorado Holdings
Colorado
$58M
2
VOYA Investment Management
VOYA Investment Management
Georgia
$17.9M
3
CB
Cooke & Bieler
Pennsylvania
$54.7M
4
State Street
State Street
Massachusetts
$109M
5
American Century Companies
American Century Companies
Missouri
$33.2M

Top Sellers

1
TA
Teachers Advisors
New York
$4.99M
2
Invesco
Invesco
Georgia
$25.3M
3
AllianceBernstein
AllianceBernstein
Tennessee
$13.7M
4
FA
Friess Associates
Delaware
$0
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$9.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
M&T Bank
126
M&T Bank
New York
$705K +$7.8K +81 +1%
Citigroup
127
Citigroup
New York
$700K +$354K +3,680 +103%
Stifel Financial
128
Stifel Financial
Missouri
$692K +$289 +3 +0%
Millennium Management
129
Millennium Management
New York
$677K +$276K +2,869 +69%
TAM
130
THB Asset Management
Connecticut
$674K – – –
LMGAM
131
Liberty Mutual Group Asset Management
Massachusetts
$666K -$15.9K -165 -2%
LSERS
132
Louisiana State Employees Retirement System
Louisiana
$665K -$38.6K -400 -5%
NMERB
133
New Mexico Educational Retirement Board
New Mexico
$646K +$646K +6,700 New
ProShare Advisors
134
ProShare Advisors
Maryland
$633K +$277K +2,872 +78%
Nisa Investment Advisors
135
Nisa Investment Advisors
Missouri
$617K – – –
SGI
136
Summit Global Investments
Utah
$597K +$125K +1,300 +27%
HEIP
137
Hudson Edge Investment Partners
New Jersey
$590K -$10.6K -110 -2%
Russell Investments Group
138
Russell Investments Group
United Kingdom
$575K -$1.79M -18,484 -76%
TRSOTSOK
139
Teachers Retirement System of the State of Kentucky
Kentucky
$575K – – –
ARTA
140
A.R.T. Advisors
New York
$574K +$574K +5,959 New
Thrivent Financial for Lutherans
141
Thrivent Financial for Lutherans
Minnesota
$570K -$12.4K -129 -2%
Barclays
142
Barclays
United Kingdom
$537K +$110K +1,138 +26%
SG Americas Securities
143
SG Americas Securities
New York
$522K -$255K -2,642 -33%
PK
144
Pflug Koory
Nebraska
$494K -$9.64K -100 -2%
D.E. Shaw & Co
145
D.E. Shaw & Co
New York
$477K -$2.79K -29 -0.6%
RFC
146
Regions Financial Corp
Alabama
$448K -$240K -2,496 -35%
EP
147
Elkfork Partners
Oregon
$423K +$85.3K +884 +25%
Parallax Volatility Advisers
148
Parallax Volatility Advisers
California
$401K +$401K +4,158 New
IG
149
ING Group
Netherlands
$396K +$75.1K +780 +23%
OAC
150
OMERS Administration Corp
Ontario, Canada
$385K +$385K +4,000 New
4 5
6
7 8