HELE icon

Helen of Troy
HELE

Overview Fund Activity

272 hedge funds and large institutions have $4.33B invested in Helen of Troy in 2019 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 79 increasing their positions, 104 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
+20
Holders Change %
+7.94%
% of All Funds
5.37%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
48
Increased
79
Reduced
104
Closed
19
Calls
$25.1M
Puts
$22.7M
Net Calls
+$2.45M
Net Calls Change
+$7.43M

Top Buyers

1
CB
Cooke & Bieler
Pennsylvania
$177M
2
Capital Research Global Investors
Capital Research Global Investors
California
$300M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$17.4M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$14.2M
5
ACA
Anchor Capital Advisors
Massachusetts
$36.5M

Top Sellers

1
CIP
Champlain Investment Partners
Vermont
$0
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$12.5M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$445M
4
EAM
Eagle Asset Management
Florida
$20.3M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$1.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
151
Cambridge Investment Research Advisors
Iowa
$876K +$240K +1,336 +38%
AB
152
Amalgamated Bank
New York
$860K +$18.5K +103 +2%
MERSOM
153
Municipal Employees' Retirement System of Michigan
Michigan
$838K +$8.99K +50 +1%
TRSOTSOK
154
Teachers Retirement System of the State of Kentucky
Kentucky
$798K – – –
COPPSERS
155
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$798K +$3.06K +17 +0.4%
NMERB
156
New Mexico Educational Retirement Board
New Mexico
$791K – – –
QCM
157
Quantinno Capital Management
New York
$787K +$787K +4,380 New
DWA
158
Dorsey Wright & Associates
California
$766K +$766K +4,263 New
AI
159
AdvisorShares Investments
Maryland
$766K +$766K +4,263 New
JCM
160
Janney Capital Management
Pennsylvania
$750K -$2.16K -12 -0.3%
SOADOR
161
State of Alaska Department of Revenue
Alaska
$744K -$58.4K -325 -7%
SSWM
162
Smith Salley Wealth Management
North Carolina
$744K -$27.5K -153 -4%
V
163
Veritable
Delaware
$690K -$719 -4 -0.1%
VI
164
Vestcor Inc
New Brunswick, Canada
$689K +$689K +3,830 New
6M
165
6 Meridian
Kansas
$683K +$19.6K +109 +3%
CAM
166
Cubic Asset Management
Massachusetts
$673K – – –
BCM
167
Bayesian Capital Management
New York
$665K -$108K -600 -14%
PAM
168
Panagora Asset Management
Massachusetts
$661K -$8.63K -48 -1%
AC
169
Aristides Capital
Kentucky
$649K +$649K +3,612 New
Wolverine Trading
170
Wolverine Trading
Illinois
$648K +$648K +3,595 New
AAMU
171
Amundi Asset Management US
Massachusetts
$622K -$81.9K -456 -12%
PK
172
Pflug Koory
Nebraska
$595K – – –
PA
173
Pinnacle Associates
New York
$586K – – –
PI
174
PEAK6 Investments
Illinois
$575K +$575K +3,196 New
EMG
175
Ellington Management Group
Connecticut
$575K +$575K +3,200 New
5 6
7
8 9