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Helen of Troy
HELE

Overview Fund Activity

252 hedge funds and large institutions have $3.76B invested in Helen of Troy in 2019 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 69 increasing their positions, 110 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
-11
Holders Change %
-4.18%
% of All Funds
5.53%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
28
Increased
69
Reduced
110
Closed
38
Calls
$17.5M
Puts
$22.5M
Net Calls
-$4.98M
Net Calls Change
-$12.9M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$238M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$40M
3
VOYA Investment Management
VOYA Investment Management
Georgia
$47.3M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$417M
5
CM
Castleark Management
Illinois
$10.6M

Top Sellers

1
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.18M
2
HAM
Hillcrest Asset Management
Texas
$0
3
CIP
Champlain Investment Partners
Vermont
$38.6M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$11.6M
5
UBS Group
UBS Group
Switzerland
$5.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
SOADOR
151
State of Alaska Department of Revenue
Alaska
$703K +$703K +4,464 New
TRSOTSOK
152
Teachers Retirement System of the State of Kentucky
Kentucky
$700K – – –
COPPSERS
153
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$697K +$2.05K +13 +0.3%
NMERB
154
New Mexico Educational Retirement Board
New Mexico
$694K – – –
BCM
155
Bayesian Capital Management
New York
$678K +$678K +4,300 New
SSWM
156
Smith Salley Wealth Management
North Carolina
$677K -$1.58K -10 -0.2%
GHCM
157
Glen Harbor Capital Management
California
$662K – – –
JCM
158
Janney Capital Management
Pennsylvania
$660K -$21.8K -138 -3%
AAM
159
Arabesque Asset Management
United Kingdom
$648K +$648K +4,111 New
AAMU
160
Amundi Asset Management US
Massachusetts
$618K +$271K +1,720 +78%
FL
161
Fort LP
Maryland
$614K -$34.2K -217 -5%
V
162
Veritable
Delaware
$606K -$4.89K -31 -0.8%
Bank of Montreal
163
Bank of Montreal
Ontario, Canada
$606K +$35.1K +223 +6%
DCM
164
Dupont Capital Management
Delaware
$592K -$374K -2,375 -39%
CAM
165
Cubic Asset Management
Massachusetts
$590K -$15K -95 -2%
PAM
166
Panagora Asset Management
Massachusetts
$587K -$267K -1,694 -31%
6M
167
6 Meridian
Kansas
$582K +$582K +3,691 New
Cambridge Investment Research Advisors
168
Cambridge Investment Research Advisors
Iowa
$558K +$558K +3,537 New
CGH
169
Crossmark Global Holdings
Texas
$532K -$18.9K -120 -3%
FHB
170
First Hawaiian Bank
Hawaii
$527K – – –
PK
171
Pflug Koory
Nebraska
$522K -$182K -1,157 -26%
MCIM
172
Meadow Creek Investment Management
Georgia
$520K – – –
PA
173
Pinnacle Associates
New York
$514K -$59.1K -375 -10%
SEC
174
Seven Eight Capital
New York
$502K -$2.47M -15,700 -83%
AIL
175
AGF Investments LLC
Ontario, Canada
$492K +$469K +2,974 +2,037%
5 6
7
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