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Helen of Troy
HELE

Overview Fund Activity

263 hedge funds and large institutions have $3.09B invested in Helen of Troy in 2019 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 65 increasing their positions, 125 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
263
Holders Change
-1
Holders Change %
-0.38%
% of All Funds
5.72%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
37
Increased
65
Reduced
125
Closed
34
Calls
$15.3M
Puts
$7.4M
Net Calls
+$7.95M
Net Calls Change
+$9.14M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$114M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$66M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$24.7M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$14.9M
5
Wells Fargo
Wells Fargo
California
$76.1M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$15.5M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$336M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$118M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$25.6M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$2.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
VRS
126
Virginia Retirement Systems
Virginia
$1.21M +$522K +4,000 +75%
ACM
127
AlphaCrest Capital Management
New York
$1.14M +$1.14M +8,712 New
KeyBank National Association
128
KeyBank National Association
Ohio
$1.07M -$92.2K -706 -8%
Capital Fund Management (CFM)
129
Capital Fund Management (CFM)
France
$1.02M +$1.02M +7,800 New
VF
130
Virtu Financial
New York
$1.01M +$1.01M +7,711 New
EI
131
EAM Investors
California
$1.01M +$1.01M +7,713 New
Janney Montgomery Scott
132
Janney Montgomery Scott
Pennsylvania
$990K -$31.5K -241 -3%
SOMRS
133
State of Michigan Retirement System
Michigan
$966K -$222K -1,700 -19%
LSERS
134
Louisiana State Employees Retirement System
Louisiana
$943K -$73.7K -500 -7%
ARTA
135
A.R.T. Advisors
New York
$935K +$653K +5,000 +232%
OAM
136
Oxford Asset Management
United Kingdom
$916K +$916K +7,018 New
M&T Bank
137
M&T Bank
New York
$915K +$7.19K +55 +0.8%
Citigroup
138
Citigroup
New York
$908K -$2.26M -17,333 -71%
GC
139
Guggenheim Capital
Illinois
$891K -$106K -811 -11%
Thrivent Financial for Lutherans
140
Thrivent Financial for Lutherans
Minnesota
$865K -$28.7K -220 -3%
Nisa Investment Advisors
141
Nisa Investment Advisors
Missouri
$839K +$104K +800 +14%
MF
142
Magnetar Financial
Illinois
$811K +$811K +6,211 New
DCM
143
Dupont Capital Management
Delaware
$801K +$583K +4,460 +267%
Truist Financial
144
Truist Financial
North Carolina
$786K +$786K +6,013 New
BCM
145
BBT Capital Management
Texas
$727K +$727K +5,567 New
PAM
146
Panagora Asset Management
Massachusetts
$707K -$2.87M -21,981 -80%
Tudor Investment Corp
147
Tudor Investment Corp
Connecticut
$693K +$693K +5,308 New
HEIP
148
Hudson Edge Investment Partners
New Jersey
$689K +$74.5K +570 +12%
EP
149
Elkfork Partners
Oregon
$666K – – –
EMG
150
Ellington Management Group
Connecticut
$666K +$183K +1,400 +38%
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