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Helen of Troy
HELE

Overview Fund Activity

272 hedge funds and large institutions have $4.33B invested in Helen of Troy in 2019 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 79 increasing their positions, 104 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
+20
Holders Change %
+7.94%
% of All Funds
5.37%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
48
Increased
79
Reduced
104
Closed
19
Calls
$25.1M
Puts
$22.7M
Net Calls
+$2.45M
Net Calls Change
+$7.43M

Top Buyers

1
CB
Cooke & Bieler
Pennsylvania
$177M
2
Capital Research Global Investors
Capital Research Global Investors
California
$300M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$17.4M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$14.2M
5
ACA
Anchor Capital Advisors
Massachusetts
$36.5M

Top Sellers

1
CIP
Champlain Investment Partners
Vermont
$0
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$12.5M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$445M
4
EAM
Eagle Asset Management
Florida
$20.3M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$1.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZIM
126
Zacks Investment Management
Illinois
$1.54M -$147K -820 -9%
Federated Hermes
127
Federated Hermes
Pennsylvania
$1.52M -$111K -618 -7%
CEP
128
Chicago Equity Partners
Illinois
$1.5M -$4.02M -22,357 -73%
WG
129
Winton Group
United Kingdom
$1.33M +$1.07M +5,940 +406%
SOMRS
130
State of Michigan Retirement System
Michigan
$1.33M +$18K +100 +1%
Grantham, Mayo, Van Otterloo & Co (GMO)
131
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.26M -$89.9K -500 -7%
KeyBank National Association
132
KeyBank National Association
Ohio
$1.23M -$10.1K -56 -0.8%
Thrivent Financial for Lutherans
133
Thrivent Financial for Lutherans
Minnesota
$1.18M +$10.1K +56 +0.9%
Bank of Montreal
134
Bank of Montreal
Ontario, Canada
$1.18M +$485K +2,700 +70%
Nisa Investment Advisors
135
Nisa Investment Advisors
Missouri
$1.17M +$14.4K +80 +1%
M&T Bank
136
M&T Bank
New York
$1.14M -$122K -681 -10%
Janney Montgomery Scott
137
Janney Montgomery Scott
Pennsylvania
$1.13M -$201K -1,119 -15%
AR
138
Advisory Research
Illinois
$1.11M -$331K -1,843 -23%
Truist Financial
139
Truist Financial
North Carolina
$1.11M +$20.5K +114 +2%
LSERS
140
Louisiana State Employees Retirement System
Louisiana
$1.1M +$18K +100 +2%
SLG
141
Stanley-Laman Group
Pennsylvania
$1.07M +$158K +876 +17%
ProShare Advisors
142
ProShare Advisors
Maryland
$1.01M +$143K +797 +17%
HEIP
143
Hudson Edge Investment Partners
New Jersey
$1.01M +$57.3K +319 +6%
OAM
144
Oxford Asset Management
United Kingdom
$971K -$826K -4,593 -46%
HIM
145
Hillsdale Investment Management
Ontario, Canada
$971K -$36K -200 -4%
BNP Paribas Financial Markets
146
BNP Paribas Financial Markets
France
$965K +$95.6K +532 +11%
SG Americas Securities
147
SG Americas Securities
New York
$955K -$284K -1,580 -23%
GAM
148
Gotham Asset Management
New York
$953K -$823K -4,580 -46%
AIL
149
AGF Investments LLC
Ontario, Canada
$951K +$390K +2,172 +70%
XK
150
Xact Kapitalforvaltning
Sweden
$890K – – –
4 5
6
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