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Helen of Troy
HELE

Overview Fund Activity

250 hedge funds and large institutions have $2.54B invested in Helen of Troy in 2018 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 82 increasing their positions, 73 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
+19
Holders Change %
+8.23%
% of All Funds
5.73%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
40
Increased
82
Reduced
73
Closed
18
Calls
$7.37M
Puts
$7.33M
Net Calls
+$34K
Net Calls Change
-$1.88M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
$15M
2
BlackRock
BlackRock
New York
$298M
3
TA
Teachers Advisors
New York
$18.4M
4
CB
Cooke & Bieler
Pennsylvania
$81.2M
5
Wells Fargo
Wells Fargo
California
$73.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$348M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$114M
3
American Century Companies
American Century Companies
Missouri
$26.2M
4
WHG
Westwood Holdings Group
Texas
$32.2M
5
SCM
SG Capital Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
126
ALPS Advisors
Colorado
$728K +$728K +7,391 New
NAM
127
NorthCoast Asset Management
Connecticut
$718K – – –
M&T Bank
128
M&T Bank
New York
$712K -$9.17K -93 -1%
LSERS
129
Louisiana State Employees Retirement System
Louisiana
$709K +$9.85K +100 +1%
COPPSERS
130
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$707K -$8.46K -86 -1%
SGI
131
Summit Global Investments
Utah
$699K +$49.2K +500 +8%
LCM
132
Laurion Capital Management
New York
$699K +$699K +7,096 New
TAM
133
THB Asset Management
Connecticut
$692K +$2.46K +25 +0.4%
NEI
134
Northwest & Ethical Investments
Ontario, Canada
$689K -$286K -2,900 -29%
IECM
135
Intrinsic Edge Capital Management
Illinois
$689K -$1.28M -13,000 -65%
O
136
OppenheimerFunds
New York
$673K +$8.27K +84 +1%
TD Asset Management
137
TD Asset Management
Ontario, Canada
$620K +$620K +6,300 New
MERSOM
138
Municipal Employees' Retirement System of Michigan
Michigan
$614K -$196K -1,990 -24%
NMERB
139
New Mexico Educational Retirement Board
New Mexico
$610K -$128K -1,300 -17%
Thrivent Financial for Lutherans
140
Thrivent Financial for Lutherans
Minnesota
$597K -$23.3K -237 -4%
ProShare Advisors
141
ProShare Advisors
Maryland
$580K +$394 +4 +0.1%
Stifel Financial
142
Stifel Financial
Missouri
$579K -$37.7K -382 -6%
TRSOTSOK
143
Teachers Retirement System of the State of Kentucky
Kentucky
$555K – – –
Susquehanna International Group
144
Susquehanna International Group
Pennsylvania
$552K +$552K +5,606 New
Nisa Investment Advisors
145
Nisa Investment Advisors
Missouri
$541K – – –
Teacher Retirement System of Texas
146
Teacher Retirement System of Texas
Texas
$539K -$57.9K -588 -10%
PAG
147
Private Advisor Group
New Jersey
$529K +$529K +5,371 New
LMGAM
148
Liberty Mutual Group Asset Management
Massachusetts
$522K -$6.8K -69 -1%
TI
149
Trexquant Investment
Connecticut
$503K +$503K +5,106 New
CS
150
Candriam SCA
Luxembourg
$492K +$492K +5,000 New
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6
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