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Helen of Troy
HELE

Overview Fund Activity

263 hedge funds and large institutions have $3.09B invested in Helen of Troy in 2019 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 65 increasing their positions, 125 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
263
Holders Change
-1
Holders Change %
-0.38%
% of All Funds
5.72%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
37
Increased
65
Reduced
125
Closed
34
Calls
$15.3M
Puts
$7.4M
Net Calls
+$7.95M
Net Calls Change
+$9.14M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$114M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$66M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$24.7M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$14.9M
5
Wells Fargo
Wells Fargo
California
$76.1M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$15.5M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$336M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$118M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$25.6M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$2.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
SLG
151
Stanley-Laman Group
Pennsylvania
$665K -$7.44K -57 -1%
XK
152
Xact Kapitalforvaltning
Sweden
$647K – – –
ProShare Advisors
153
ProShare Advisors
Maryland
$625K -$25.1K -192 -4%
AB
154
Amalgamated Bank
New York
$622K +$115K +884 +23%
MERSOM
155
Municipal Employees' Retirement System of Michigan
Michigan
$618K -$10.5K -80 -2%
SM
156
Sciencast Management
New Jersey
$617K +$22K +150 +4%
LI
157
Leap Investments
Illinois
$614K +$614K +4,700 New
PK
158
Pflug Koory
Nebraska
$583K -$32.6K -250 -5%
TRSOTSOK
159
Teachers Retirement System of the State of Kentucky
Kentucky
$580K -$65.3K -500 -10%
COPPSERS
160
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$576K -$13.2K -101 -2%
NMERB
161
New Mexico Educational Retirement Board
New Mexico
$575K -$118K -900 -17%
PP
162
Paloma Partners
Connecticut
$569K +$21.3K +163 +4%
JCM
163
Janney Capital Management
Pennsylvania
$564K +$51.4K +394 +10%
SSWM
164
Smith Salley Wealth Management
North Carolina
$562K +$7.71K +59 +1%
IUHSA
165
Itau Unibanco Holding S.A.
Brazil
$559K +$559K +4,283 New
GHCM
166
Glen Harbor Capital Management
California
$548K – – –
GCP
167
GSA Capital Partners
United Kingdom
$541K -$408K -3,125 -43%
FL
168
Fort LP
Maryland
$537K +$66.3K +508 +14%
Coatue Management
169
Coatue Management
New York
$523K +$523K +4,008 New
First Trust Advisors
170
First Trust Advisors
Illinois
$507K -$59K -452 -10%
V
171
Veritable
Delaware
$506K -$14.5K -111 -3%
CAM
172
Cubic Asset Management
Massachusetts
$501K -$27.7K -212 -5%
PA
173
Pinnacle Associates
New York
$475K -$65.3K -500 -12%
Bank of Montreal
174
Bank of Montreal
Ontario, Canada
$473K +$326K +2,497 +221%
CGH
175
Crossmark Global Holdings
Texas
$456K -$45.6K -349 -9%
5 6
7
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