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Helen of Troy

231 hedge funds and large institutions have $2.21B invested in Helen of Troy in 2018 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 71 increasing their positions, 85 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
Holders Change
+2
Holders Change %
+0.87%
% of All Funds
5.3%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
28
Increased
71
Reduced
85
Closed
25
Calls
$9.52M
Puts
$7.61M
Net Calls
+$1.92M
Net Calls Change
-$3.97M
Name Holding Trade Value Shares
Change
Shares
Change %
PG
176
PEAK6 Group
Illinois
$154K -$39K -448 -20%
CPIG
177
Chicago Partners Investment Group
Illinois
$150K +$94.2K +1,080 +169%
LIA
178
LS Investment Advisors
Michigan
$135K -$23.5K -270 -15%
Zurich Cantonal Bank
179
Zurich Cantonal Bank
Switzerland
$132K
FMT
180
First Mercantile Trust
Tennessee
$107K -$871 -10 -0.8%
ASN
181
Advisory Services Network
Georgia
$94K +$11.3K +130 +14%
Walleye Trading
182
Walleye Trading
New York
$93K +$93K +1,068 New
Bank of Montreal
183
Bank of Montreal
Ontario, Canada
$92K -$1.49M -17,059 -94%
TRCT
184
Tower Research Capital (TRC)
New York
$84K +$72.1K +829 +605%
SO
185
STRS Ohio
Ohio
$60K -$42.9K -500 -42%
SWP
186
Stratos Wealth Partners
Ohio
$59K
SNT
187
Security National Trust
West Virginia
$57K +$57K +660 New
JA
188
JOYN Advisors
Georgia
$49K +$49K +562 New
CAPTRUST Financial Advisors
189
CAPTRUST Financial Advisors
North Carolina
$48K -$3.78K -45 -7%
APSP
190
Asset Planning Services (Pennsylvania)
Pennsylvania
$44K
AG
191
Advisor Group
Arizona
$39K -$36.3K -420 -48%
LTFS
192
Ladenburg Thalmann Financial Services
Florida
$35K -$434 -5 -1%
PAM
193
Panagora Asset Management
Massachusetts
$30K -$62.1K -725 -67%
SGAM
194
Smith Group Asset Management
Texas
$30K
IDBONY
195
Israel Discount Bank of New York
New York
$26K
AssetMark Inc
196
AssetMark Inc
California
$22K -$435 -5 -2%
LWM
197
Lenox Wealth Management
Ohio
$22K
OIA
198
OneDigital Investment Advisors
Kansas
$20K
VCM
199
Versant Capital Management
Arizona
$20K
Fifth Third Bancorp
200
Fifth Third Bancorp
Ohio
$19K