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Helen of Troy
HELE

Overview Fund Activity

250 hedge funds and large institutions have $2.54B invested in Helen of Troy in 2018 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 82 increasing their positions, 73 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
+19
Holders Change %
+8.23%
% of All Funds
5.73%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
40
Increased
82
Reduced
73
Closed
18
Calls
$7.37M
Puts
$7.33M
Net Calls
+$34K
Net Calls Change
-$1.88M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
$15M
2
BlackRock
BlackRock
New York
$298M
3
TA
Teachers Advisors
New York
$18.4M
4
CB
Cooke & Bieler
Pennsylvania
$81.2M
5
Wells Fargo
Wells Fargo
California
$73.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$348M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$114M
3
American Century Companies
American Century Companies
Missouri
$26.2M
4
WHG
Westwood Holdings Group
Texas
$32.2M
5
SCM
SG Capital Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
XK
151
Xact Kapitalforvaltning
Sweden
$487K +$88.5K +900 +22%
Barclays
152
Barclays
United Kingdom
$475K -$1.9M -19,311 -80%
JCM
153
Janney Capital Management
Pennsylvania
$448K +$45.9K +466 +11%
EP
154
Elkfork Partners
Oregon
$432K – – –
Russell Investments Group
155
Russell Investments Group
United Kingdom
$422K -$166K -1,682 -28%
SSWM
156
Smith Salley Wealth Management
North Carolina
$417K +$86.5K +878 +26%
SCC
157
Spring Creek Capital
Kansas
$403K +$403K +4,089 New
IG
158
ING Group
Netherlands
$401K -$2.46K -25 -0.6%
Cambridge Investment Research Advisors
159
Cambridge Investment Research Advisors
Iowa
$391K +$391K +3,971 New
AB
160
Amalgamated Bank
New York
$389K +$5.52K +56 +1%
PA
161
Profund Advisors
Maryland
$381K -$23.8K -242 -6%
MML Investors Services
162
MML Investors Services
Massachusetts
$379K +$379K +3,849 New
RFC
163
Regions Financial Corp
Alabama
$370K -$28.2K -287 -7%
CB
164
Commerce Bank
Missouri
$368K +$31K +315 +9%
BC
165
Brinker Capital
Pennsylvania
$360K +$22.8K +232 +7%
AG
166
Advisor Group
Arizona
$357K +$313K +3,175 +704%
GHCM
167
Glen Harbor Capital Management
California
$356K – – –
QSS
168
Quantitative Systematic Strategies
Florida
$339K +$339K +3,442 New
CIM
169
CIM Investment Management
Pennsylvania
$333K – – –
SAM
170
Securian Asset Management
Minnesota
$321K – – –
Grantham, Mayo, Van Otterloo & Co (GMO)
171
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$315K +$29.5K +300 +10%
FCBT
172
First Citizens Bank & Trust
North Carolina
$310K +$15.1K +153 +5%
DT
173
Diversified Trust
Tennessee
$290K – – –
BNP Paribas Financial Markets
174
BNP Paribas Financial Markets
France
$281K -$464K -4,710 -62%
ARMT
175
Amica Retiree Medical Trust
Rhode Island
$280K – – –
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