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Helen of Troy
HELE

Overview Fund Activity

252 hedge funds and large institutions have $3.76B invested in Helen of Troy in 2019 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 69 increasing their positions, 110 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
-11
Holders Change %
-4.18%
% of All Funds
5.53%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
28
Increased
69
Reduced
110
Closed
38
Calls
$17.5M
Puts
$22.5M
Net Calls
-$4.98M
Net Calls Change
-$12.9M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$238M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$40M
3
VOYA Investment Management
VOYA Investment Management
Georgia
$47.3M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$417M
5
CM
Castleark Management
Illinois
$10.6M

Top Sellers

1
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.18M
2
HAM
Hillcrest Asset Management
Texas
$0
3
CIP
Champlain Investment Partners
Vermont
$38.6M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$11.6M
5
UBS Group
UBS Group
Switzerland
$5.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
Capital Fund Management (CFM)
126
Capital Fund Management (CFM)
France
$1.2M -$31.5K -200 -3%
Grantham, Mayo, Van Otterloo & Co (GMO)
127
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.18M -$16.5M -104,800 -93%
HSBC Holdings
128
HSBC Holdings
United Kingdom
$1.18M +$744K +4,717 +172%
Janney Montgomery Scott
129
Janney Montgomery Scott
Pennsylvania
$1.16M -$31.7K -201 -3%
SOMRS
130
State of Michigan Retirement System
Michigan
$1.15M -$15.8K -100 -1%
Citigroup
131
Citigroup
New York
$1.11M +$14K +89 +1%
M&T Bank
132
M&T Bank
New York
$1.1M +$315 +2 +0%
GC
133
Guggenheim Capital
Illinois
$1.1M +$23.2K +147 +2%
SG Americas Securities
134
SG Americas Securities
New York
$1.09M -$3.89M -24,701 -78%
KeyBank National Association
135
KeyBank National Association
Ohio
$1.09M -$203K -1,289 -16%
Thrivent Financial for Lutherans
136
Thrivent Financial for Lutherans
Minnesota
$1.03M -$16.1K -102 -2%
Nisa Investment Advisors
137
Nisa Investment Advisors
Missouri
$1.01M – – –
Truist Financial
138
Truist Financial
North Carolina
$958K +$10.2K +65 +1%
LSERS
139
Louisiana State Employees Retirement System
Louisiana
$946K -$63.1K -400 -6%
HIM
140
Hillsdale Investment Management
Ontario, Canada
$883K +$883K +5,600 New
MF
141
Magnetar Financial
Illinois
$846K -$134K -848 -14%
HEIP
142
Hudson Edge Investment Partners
New Jersey
$831K – – –
EP
143
Elkfork Partners
Oregon
$804K – – –
AG
144
Advisor Group
Arizona
$801K +$683K +4,333 +580%
SLG
145
Stanley-Laman Group
Pennsylvania
$796K -$6.93K -44 -0.9%
XK
146
Xact Kapitalforvaltning
Sweden
$781K – – –
BNP Paribas Financial Markets
147
BNP Paribas Financial Markets
France
$763K +$322K +2,040 +73%
ProShare Advisors
148
ProShare Advisors
Maryland
$758K +$3.94K +25 +0.5%
AB
149
Amalgamated Bank
New York
$738K -$12.5K -79 -2%
MERSOM
150
Municipal Employees' Retirement System of Michigan
Michigan
$727K -$18.9K -120 -3%
4 5
6
7 8