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Helen of Troy
HELE

Overview Fund Activity

262 hedge funds and large institutions have $3.31B invested in Helen of Troy in 2018 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 63 increasing their positions, 100 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
262
Holders Change
+12
Holders Change %
+4.8%
% of All Funds
6%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
48
Increased
63
Reduced
100
Closed
34
Calls
$15.2M
Puts
$12.6M
Net Calls
+$2.6M
Net Calls Change
+$2.56M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$38.1M
2
Marshall Wace
Marshall Wace
United Kingdom
$33M
3
Victory Capital Management
Victory Capital Management
Texas
$51.4M
4
EAM
Eagle Asset Management
Florida
$26.7M
5
Geode Capital Management
Geode Capital Management
Massachusetts
$45.7M

Top Sellers

1
WHG
Westwood Holdings Group
Texas
$2.12M
2
American Century Companies
American Century Companies
Missouri
$6.17M
3
ACH
ArrowMark Colorado Holdings
Colorado
$54.5M
4
CB
Cooke & Bieler
Pennsylvania
$88.2M
5
PP
Prudential plc
United Kingdom
$37.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CS
151
Candriam SCA
Luxembourg
$655K – – –
PK
152
Pflug Koory
Nebraska
$653K -$366K -2,800 -36%
XK
153
Xact Kapitalforvaltning
Sweden
$648K – – –
TRSOTSOK
154
Teachers Retirement System of the State of Kentucky
Kentucky
$647K -$91.7K -700 -12%
First Trust Advisors
155
First Trust Advisors
Illinois
$633K +$633K +4,837 New
FHB
156
First Hawaiian Bank
Hawaii
$613K +$613K +4,686 New
JCM
157
Janney Capital Management
Pennsylvania
$594K -$1.57K -12 -0.3%
MML Investors Services
158
MML Investors Services
Massachusetts
$582K +$78.2K +597 +16%
SSWM
159
Smith Salley Wealth Management
North Carolina
$554K – – –
GHCM
160
Glen Harbor Capital Management
California
$550K +$77K +588 +16%
Verition Fund Management
161
Verition Fund Management
Connecticut
$547K +$547K +4,182 New
Cambridge Investment Research Advisors
162
Cambridge Investment Research Advisors
Iowa
$546K +$26.2K +200 +5%
AG
163
Advisor Group
Arizona
$524K +$48.8K +372 +10%
CSS
164
Cubist Systematic Strategies
Connecticut
$508K +$508K +3,883 New
PM
165
Parametrica Management
Hong Kong
$493K +$493K +3,768 New
AB
166
Amalgamated Bank
New York
$486K -$30.5K -233 -6%
BC
167
Brinker Capital
Pennsylvania
$475K -$4.06K -31 -0.8%
PA
168
Profund Advisors
Maryland
$464K -$42.3K -323 -8%
RFC
169
Regions Financial Corp
Alabama
$463K -$29.2K -223 -6%
AIM
170
Assured Investment Management
New York
$463K +$463K +3,540 New
Citigroup
171
Citigroup
New York
$459K -$1.9M -14,486 -81%
VFA
172
Voya Financial Advisors
Connecticut
$441K +$441K +3,389 New
CB
173
Commerce Bank
Missouri
$440K -$49.8K -380 -10%
LTFS
174
Ladenburg Thalmann Financial Services
Florida
$433K +$380K +2,906 +721%
MCIM
175
Meadow Creek Investment Management
Georgia
$432K +$60.5K +462 +16%
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7
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