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Helen of Troy
HELE

Overview Fund Activity

291 hedge funds and large institutions have $3.14B invested in Helen of Troy in 2018 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 85 increasing their positions, 94 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
+29
Holders Change %
+11.07%
% of All Funds
6.49%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
68
Increased
85
Reduced
94
Closed
38
Calls
$8.44M
Puts
$11.3M
Net Calls
-$2.85M
Net Calls Change
-$5.44M

Top Buyers

1
Robeco Institutional Asset Management
1
Robeco Institutional Asset Management
Netherlands
$44.7M
2
Goldman Sachs
2
Goldman Sachs
New York
$51.3M
3
RCAMU
3
Rothschild & Co Asset Management US
Connecticut
$24.1M
4
Aberdeen Group
4
Aberdeen Group
United Kingdom
$23.9M
5
Invesco
5
Invesco
Georgia
$27.6M

Top Sellers

1
CIP
1
Champlain Investment Partners
Vermont
$41.7M
2
ACH
2
ArrowMark Colorado Holdings
Colorado
$0
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$397M
4
CB
4
Cooke & Bieler
Pennsylvania
$38M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$9.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
Voloridge Investment Management
126
Voloridge Investment Management
Florida
$1.45M +$1.45M +11,052 New
SO
127
STRS Ohio
Ohio
$1.42M +$1.09M +8,300 +332%
SEI Investments
128
SEI Investments
Pennsylvania
$1.4M +$1.09M +8,322 +352%
OPERF
129
Oregon Public Employees Retirement Fund
Oregon
$1.38M – – –
AMI
130
Amica Mutual Insurance
Rhode Island
$1.37M -$1.99M -15,170 -59%
BCM
131
Bayesian Capital Management
New York
$1.37M +$249K +1,900 +22%
ZIM
132
Zacks Investment Management
Illinois
$1.36M +$1.36M +10,382 New
Citigroup
133
Citigroup
New York
$1.35M +$892K +6,806 +194%
AIP
134
Ameritas Investment Partners
Nebraska
$1.33M – – –
PK
135
Pflug Koory
Nebraska
$1.3M +$646K +4,929 +99%
ACM
136
Argent Capital Management
Missouri
$1.26M +$3.28K +25 +0.3%
Balyasny Asset Management
137
Balyasny Asset Management
Illinois
$1.25M -$915K -6,975 -42%
FQ
138
First Quadrant
California
$1.25M +$275K +2,093 +28%
SOMRS
139
State of Michigan Retirement System
Michigan
$1.23M -$39.4K -300 -3%
APFBOT
140
Amica Pension Fund Board of Trustees
Rhode Island
$1.23M -$1.22M -9,325 -50%
NEI
141
Northwest & Ethical Investments
Ontario, Canada
$1.22M -$254K -1,937 -17%
APG Asset Management
142
APG Asset Management
Netherlands
$1.17M +$1.17M +10,200 New
EF
143
Empowered Funds
Pennsylvania
$1.15M +$1.15M +8,742 New
GC
144
Guggenheim Capital
Illinois
$1.07M +$1.07M +8,146 New
AG
145
Advisor Group
Arizona
$951K +$426K +3,249 +81%
LSERS
146
Louisiana State Employees Retirement System
Louisiana
$918K -$26.2K -200 -3%
HEIP
147
Hudson Edge Investment Partners
New Jersey
$881K -$239K -1,826 -21%
Thrivent Financial for Lutherans
148
Thrivent Financial for Lutherans
Minnesota
$878K +$36.5K +278 +4%
RJFSA
149
Raymond James Financial Services Advisors
Florida
$874K +$874K +6,663 New
ACM
150
AlphaCrest Capital Management
New York
$853K +$853K +6,500 New
4 5
6
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