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Helen of Troy
HELE

Overview Fund Activity

212 hedge funds and large institutions have $2.46B invested in Helen of Troy in 2017 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 84 increasing their positions, 75 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
-13
Holders Change %
-5.78%
% of All Funds
5.29%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
17
Increased
84
Reduced
75
Closed
29
Calls
$4.8M
Puts
$7.94M
Net Calls
-$3.13M
Net Calls Change
-$1.48M

Top Buyers

1
ACH
1
ArrowMark Colorado Holdings
Colorado
$39.7M
2
American Century Companies
2
American Century Companies
Missouri
$23.1M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$390M
4
CB
4
Cooke & Bieler
Pennsylvania
$39.4M
5
O
5
OppenheimerFunds
New York
$12.5M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$2.36M
2
KCM
2
Kennedy Capital Management
Missouri
$16.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$12.4M
4
VRS
4
Virginia Retirement Systems
Virginia
$0
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$27.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
176
Riverhead Capital Management
Delaware
$178K +$16.7K +172 +10%
FMT
177
First Mercantile Trust
Tennessee
$163K +$8.55K +88 +6%
FCM
178
Flinton Capital Management
Pennsylvania
$160K +$23.3K +240 +17%
Zurich Cantonal Bank
179
Zurich Cantonal Bank
Switzerland
$101K – – –
ASN
180
Advisory Services Network
Georgia
$93K – – –
AG
181
Advisor Group
Arizona
$87K -$583 -6 -0.7%
CPIG
182
Chicago Partners Investment Group
Illinois
$62K – – –
APSP
183
Asset Planning Services (Pennsylvania)
Pennsylvania
$48K – – –
OAM
184
Oppenheimer Asset Management
New York
$38K -$3.37K -34 -8%
LTFS
185
Ladenburg Thalmann Financial Services
Florida
$34K +$1.2K +12 +4%
SGAM
186
Smith Group Asset Management
Texas
$33K – – –
HR
187
Howe & Rusling
New York
$29K -$9.67K -100 -25%
IDBONY
188
Israel Discount Bank of New York
New York
$29K – – –
AssetMark Inc
189
AssetMark Inc
California
$25K -$988 -10 -4%
LWM
190
Lenox Wealth Management
Ohio
$25K – – –
FMA
191
FNY Managed Accounts
New York
$25K +$25K +260 New
VCM
192
Versant Capital Management
Arizona
$23K -$2.89K -30 -11%
OIA
193
OneDigital Investment Advisors
Kansas
$23K – – –
FIB
194
First Interstate Bank
Montana
$19K – – –
RFA
195
Reilly Financial Advisors
California
$19K – – –
TWA
196
TCI Wealth Advisors
Arizona
$18K – – –
FPFS
197
First Personal Financial Services
North Carolina
$15K +$195 +2 +1%
Fifth Third Bancorp
198
Fifth Third Bancorp
Ohio
$12K -$4.03K -41 -25%
EA
199
Edge Advisors
Georgia
$11K – – –
FHA
200
First Horizon Advisors
Tennessee
$11K – – –
6 7
8
9 10