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Helen of Troy
HELE

Overview Fund Activity

291 hedge funds and large institutions have $3.14B invested in Helen of Troy in 2018 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 85 increasing their positions, 94 reducing their positions, and 38 closing their positions.

Holders
291
Holders Change
+29
Holders Change %
+11.07%
% of All Funds
6.49%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
68
Increased
85
Reduced
94
Closed
38
Calls
$8.44M
Puts
$11.3M
Net Calls
-$2.85M
Net Calls Change
-$5.44M

Top Buyers

1
Robeco Institutional Asset Management
1
Robeco Institutional Asset Management
Netherlands
$44.7M
2
Goldman Sachs
2
Goldman Sachs
New York
$51.3M
3
RCAMU
3
Rothschild & Co Asset Management US
Connecticut
$24.1M
4
Aberdeen Group
4
Aberdeen Group
United Kingdom
$23.9M
5
Invesco
5
Invesco
Georgia
$27.6M

Top Sellers

1
CIP
1
Champlain Investment Partners
Vermont
$41.7M
2
ACH
2
ArrowMark Colorado Holdings
Colorado
$0
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$397M
4
CB
4
Cooke & Bieler
Pennsylvania
$38M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$9.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSS
151
Cubist Systematic Strategies
Connecticut
$837K +$328K +2,496 +64%
MERSOM
152
Municipal Employees' Retirement System of Michigan
Michigan
$830K +$830K +6,330 New
M&T Bank
153
M&T Bank
New York
$819K -$128K -976 -14%
DekaBank Deutsche Girozentrale
154
DekaBank Deutsche Girozentrale
Germany
$784K -$2.83M -21,405 -78%
TAM
155
THB Asset Management
Connecticut
$777K +$777K +5,929 New
Nisa Investment Advisors
156
Nisa Investment Advisors
Missouri
$744K +$22.9K +175 +3%
SLG
157
Stanley-Laman Group
Pennsylvania
$726K +$726K +5,532 New
First Trust Advisors
158
First Trust Advisors
Illinois
$706K +$71.4K +544 +11%
NMERB
159
New Mexico Educational Retirement Board
New Mexico
$695K -$118K -900 -15%
KeyBank National Association
160
KeyBank National Association
Ohio
$670K -$370K -2,823 -36%
EP
161
Elkfork Partners
Oregon
$669K – – –
VRS
162
Virginia Retirement Systems
Virginia
$669K +$669K +5,100 New
Cambridge Investment Research Advisors
163
Cambridge Investment Research Advisors
Iowa
$653K +$106K +808 +19%
XK
164
Xact Kapitalforvaltning
Sweden
$649K – – –
TRSOTSOK
165
Teachers Retirement System of the State of Kentucky
Kentucky
$648K – – –
MML Investors Services
166
MML Investors Services
Massachusetts
$642K +$58.5K +446 +10%
AIM
167
Assured Investment Management
New York
$634K +$170K +1,293 +37%
Neuberger Berman Group
168
Neuberger Berman Group
New York
$617K +$617K +4,704 New
COPPSERS
169
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$608K -$94.4K -719 -13%
ProShare Advisors
170
ProShare Advisors
Maryland
$604K -$116K -887 -16%
PA
171
Pinnacle Associates
New York
$595K -$2.21M -16,855 -79%
FHB
172
First Hawaiian Bank
Hawaii
$595K -$19.8K -151 -3%
CI
173
Cigna Investments
Connecticut
$592K -$320K -2,439 -35%
GSC
174
G&S Capital
Colorado
$586K +$586K +4,468 New
SSWM
175
Smith Salley Wealth Management
North Carolina
$557K +$1.31K +10 +0.2%
5 6
7
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