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Helen of Troy
HELE

Overview Fund Activity

229 hedge funds and large institutions have $2.46B invested in Helen of Troy in 2017 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 79 increasing their positions, 80 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
+17
Holders Change %
+8.02%
% of All Funds
5.2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
40
Increased
79
Reduced
80
Closed
21
Calls
$9.44M
Puts
$3.55M
Net Calls
+$5.89M
Net Calls Change
+$9.02M

Top Buyers

1
ACH
ArrowMark Colorado Holdings
Colorado
$58M
2
VOYA Investment Management
VOYA Investment Management
Georgia
$17.9M
3
CB
Cooke & Bieler
Pennsylvania
$54.7M
4
State Street
State Street
Massachusetts
$109M
5
American Century Companies
American Century Companies
Missouri
$33.2M

Top Sellers

1
TA
Teachers Advisors
New York
$4.99M
2
Invesco
Invesco
Georgia
$25.3M
3
AllianceBernstein
AllianceBernstein
Tennessee
$13.7M
4
FA
Friess Associates
Delaware
$0
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$9.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
PG
176
PEAK6 Group
Illinois
$213K +$213K +2,215 New
FCM
177
Flinton Capital Management
Pennsylvania
$199K +$40.1K +416 +25%
LIA
178
LS Investment Advisors
Michigan
$175K -$36.4K -378 -17%
Zurich Cantonal Bank
179
Zurich Cantonal Bank
Switzerland
$147K +$45.9K +475 +45%
FMT
180
First Mercantile Trust
Tennessee
$119K -$42.3K -440 -26%
SO
181
STRS Ohio
Ohio
$115K -$345K -3,600 -75%
PAM
182
Panagora Asset Management
Massachusetts
$104K -$1.2M -12,418 -92%
ASN
183
Advisory Services Network
Georgia
$92K -$968 -10 -1%
AG
184
Advisor Group
Arizona
$83K -$2.29K -24 -3%
SWP
185
Stratos Wealth Partners
Ohio
$66K +$66K +680 New
CPIG
186
Chicago Partners Investment Group
Illinois
$62K – – –
CAPTRUST Financial Advisors
187
CAPTRUST Financial Advisors
North Carolina
$59K +$59K +616 New
APSP
188
Asset Planning Services (Pennsylvania)
Pennsylvania
$48K – – –
LTFS
189
Ladenburg Thalmann Financial Services
Florida
$40K +$6.57K +67 +20%
SGAM
190
Smith Group Asset Management
Texas
$33K +$951 +10 +3%
HR
191
Howe & Rusling
New York
$29K – – –
IDBONY
192
Israel Discount Bank of New York
New York
$28K – – –
LWM
193
Lenox Wealth Management
Ohio
$25K – – –
AssetMark Inc
194
AssetMark Inc
California
$25K +$484 +5 +2%
OIA
195
OneDigital Investment Advisors
Kansas
$23K – – –
VCM
196
Versant Capital Management
Arizona
$23K – – –
Fifth Third Bancorp
197
Fifth Third Bancorp
Ohio
$21K +$9.46K +100 +82%
RFA
198
Reilly Financial Advisors
California
$19K – – –
FIB
199
First Interstate Bank
Montana
$19K – – –
TWA
200
TCI Wealth Advisors
Arizona
$17K – – –
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8
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