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Helen of Troy
HELE

Overview Fund Activity

264 hedge funds and large institutions have $2.87B invested in Helen of Troy in 2019 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 93 increasing their positions, 94 reducing their positions, and 62 closing their positions.

Holders
264
Holders Change
-27
Holders Change %
-9.28%
% of All Funds
5.72%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
36
Increased
93
Reduced
94
Closed
62
Calls
$14.9M
Puts
$16.1M
Net Calls
-$1.19M
Net Calls Change
+$1.65M

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$77.8M
2
CB
2
Cooke & Bieler
Pennsylvania
$62.5M
3
Ameriprise
3
Ameriprise
Minnesota
$42.7M
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$42.2M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$25.6M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$324M
2
BlackRock
2
BlackRock
New York
$350M
3
Morgan Stanley
3
Morgan Stanley
New York
$2.34M
4
Robeco Institutional Asset Management
4
Robeco Institutional Asset Management
Netherlands
$22.5M
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$72.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZIM
126
ZPR Investment Management
Florida
$1.17M -$150K -1,297 -11%
AIM
127
Assured Investment Management
New York
$1.15M +$589K +5,082 +105%
ZIM
128
Zacks Investment Management
Illinois
$1.12M -$80.8K -697 -7%
AIP
129
Ameritas Investment Partners
Nebraska
$1.12M -$57K -491 -5%
ACM
130
Argent Capital Management
Missouri
$1.1M -$13.7K -118 -1%
SOMRS
131
State of Michigan Retirement System
Michigan
$1.06M -$34.8K -300 -3%
CIC
132
Cornercap Investment Counsel
Georgia
$1.05M +$1.05M +9,070 New
KeyBank National Association
133
KeyBank National Association
Ohio
$1.03M +$438K +3,775 +74%
Voloridge Investment Management
134
Voloridge Investment Management
Florida
$1.03M -$255K -2,195 -20%
Janney Montgomery Scott
135
Janney Montgomery Scott
Pennsylvania
$907K -$527K -4,547 -37%
CSS
136
Cubist Systematic Strategies
Connecticut
$895K +$156K +1,343 +21%
GC
137
Guggenheim Capital
Illinois
$886K -$59.1K -509 -6%
GCP
138
GSA Capital Partners
United Kingdom
$842K +$463K +3,998 +122%
Schroder Investment Management Group
139
Schroder Investment Management Group
United Kingdom
$811K -$232K -2,000 -22%
M&T Bank
140
M&T Bank
New York
$806K +$81K +698 +11%
LSERS
141
Louisiana State Employees Retirement System
Louisiana
$800K -$11.6K -100 -1%
Thrivent Financial for Lutherans
142
Thrivent Financial for Lutherans
Minnesota
$793K +$17.2K +148 +2%
PI
143
PEAK6 Investments
Illinois
$676K +$290K +2,504 +75%
Neuberger Berman Group
144
Neuberger Berman Group
New York
$668K +$123K +1,058 +22%
Nisa Investment Advisors
145
Nisa Investment Advisors
Missouri
$652K -$5.8K -50 -0.9%
BNP Paribas Financial Markets
146
BNP Paribas Financial Markets
France
$626K +$575K +4,957 +1,124%
NMERB
147
New Mexico Educational Retirement Board
New Mexico
$615K – – –
VRS
148
Virginia Retirement Systems
Virginia
$615K +$23.2K +200 +4%
HF
149
HRT Financial
New York
$606K +$606K +5,229 New
Mackenzie Financial
150
Mackenzie Financial
Ontario, Canada
$604K +$604K +5,210 New
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6
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