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Helen of Troy
HELE

Overview Fund Activity

264 hedge funds and large institutions have $2.87B invested in Helen of Troy in 2019 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 93 increasing their positions, 94 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
264
Holders Change
-27
Holders Change %
-9.28%
% of All Funds
5.72%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
36
Increased
93
Reduced
94
Closed
62
Calls
$14.9M
Puts
$16.1M
Net Calls
-$1.19M
Net Calls Change
+$1.65M

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$77.8M
2
CB
2
Cooke & Bieler
Pennsylvania
$62.5M
3
Ameriprise
3
Ameriprise
Minnesota
$42.7M
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$42.2M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$25.6M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$324M
2
BlackRock
2
BlackRock
New York
$350M
3
Morgan Stanley
3
Morgan Stanley
New York
$2.34M
4
Robeco Institutional Asset Management
4
Robeco Institutional Asset Management
Netherlands
$22.5M
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$72.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SLG
151
Stanley-Laman Group
Pennsylvania
$598K -$44K -379 -7%
EP
152
Elkfork Partners
Oregon
$591K – – –
ProShare Advisors
153
ProShare Advisors
Maryland
$577K +$43.1K +372 +8%
XK
154
Xact Kapitalforvaltning
Sweden
$574K – – –
TRSOTSOK
155
Teachers Retirement System of the State of Kentucky
Kentucky
$573K – – –
MERSOM
156
Municipal Employees' Retirement System of Michigan
Michigan
$558K -$176K -1,520 -24%
SG Americas Securities
157
SG Americas Securities
New York
$556K -$1.4M -12,094 -72%
PK
158
Pflug Koory
Nebraska
$547K -$603K -5,204 -52%
HEIP
159
Hudson Edge Investment Partners
New Jersey
$545K -$234K -2,015 -30%
COPPSERS
160
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$523K -$14.4K -124 -3%
First Trust Advisors
161
First Trust Advisors
Illinois
$503K -$121K -1,045 -19%
WG
162
Winton Group
United Kingdom
$499K +$71K +613 +17%
SSWM
163
Smith Salley Wealth Management
North Carolina
$492K – – –
GHCM
164
Glen Harbor Capital Management
California
$487K – – –
PP
165
Paloma Partners
Connecticut
$486K +$486K +4,191 New
PA
166
Pinnacle Associates
New York
$479K -$46.3K -400 -9%
CAM
167
Cubic Asset Management
Massachusetts
$470K -$2.9K -25 -0.6%
O
168
OppenheimerFunds
New York
$466K +$146K +1,256 +45%
CS
169
Candriam SCA
Luxembourg
$464K – – –
SM
170
Sciencast Management
New Jersey
$464K +$171K +1,491 +58%
BCM
171
BlueCrest Capital Management
Jersey
$462K +$462K +3,985 New
V
172
Veritable
Delaware
$462K +$462K +3,986 New
JCM
173
Janney Capital Management
Pennsylvania
$455K +$3.48K +30 +0.8%
IG
174
ING Group
Netherlands
$455K +$455K +3,922 New
AB
175
Amalgamated Bank
New York
$450K +$5.69K +49 +1%
5 6
7
8 9