HELE icon

Helen of Troy
HELE

Overview Fund Activity

250 hedge funds and large institutions have $2.54B invested in Helen of Troy in 2018 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 82 increasing their positions, 73 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
+19
Holders Change %
+8.23%
% of All Funds
5.73%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
40
Increased
82
Reduced
73
Closed
18
Calls
$7.37M
Puts
$7.33M
Net Calls
+$34K
Net Calls Change
-$1.88M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
$15M
2
BlackRock
BlackRock
New York
$298M
3
TA
Teachers Advisors
New York
$18.4M
4
CB
Cooke & Bieler
Pennsylvania
$81.2M
5
Wells Fargo
Wells Fargo
California
$73.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$348M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$114M
3
American Century Companies
American Century Companies
Missouri
$26.2M
4
WHG
Westwood Holdings Group
Texas
$32.2M
5
SCM
SG Capital Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MCIM
176
Meadow Creek Investment Management
Georgia
$279K – – –
PCM
177
Palouse Capital Management
Washington
$268K +$16.7K +170 +7%
CGH
178
Crossmark Global Holdings
Texas
$255K +$10.8K +110 +4%
Tudor Investment Corp
179
Tudor Investment Corp
Connecticut
$254K +$254K +2,584 New
KeyBank National Association
180
KeyBank National Association
Ohio
$240K +$240K +2,436 New
Wolverine Trading
181
Wolverine Trading
Illinois
$236K – – –
Connor, Clark & Lunn Investment Management (CC&L)
182
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$236K +$236K +2,400 New
RCM
183
Riverhead Capital Management
Delaware
$230K – – –
SB
184
Suntrust Banks
Georgia
$217K +$217K +2,200 New
GH
185
GAM Holding
Switzerland
$217K +$217K +2,208 New
EMG
186
Ellington Management Group
Connecticut
$207K +$207K +2,100 New
DTL
187
Dynamic Technology Lab
Singapore
$204K -$371K -3,771 -65%
FCM
188
Flinton Capital Management
Pennsylvania
$203K – – –
CPIG
189
Chicago Partners Investment Group
Illinois
$169K – – –
NIT
190
NumerixS Investment Technologies
British Columbia, Canada
$166K -$117K -1,200 -41%
IUHSA
191
Itau Unibanco Holding S.A.
Brazil
$163K +$163K +1,656 New
ASN
192
Advisory Services Network
Georgia
$155K +$31.5K +276 +26%
LIA
193
LS Investment Advisors
Michigan
$153K +$591 +6 +0.4%
Zurich Cantonal Bank
194
Zurich Cantonal Bank
Switzerland
$150K – – –
CWM
195
Cornerstone Wealth Management
Missouri
$143K +$143K +14,114 New
Schroder Investment Management Group
196
Schroder Investment Management Group
United Kingdom
$137K -$6.1M -62,312 -98%
FA
197
Fortis Advisors
Pennsylvania
$128K +$128K +1,305 New
Bank of Montreal
198
Bank of Montreal
Ontario, Canada
$122K +$18.7K +190 +18%
IAS
199
IMA Advisory Services
Colorado
$118K +$118K +1,201 New
FMT
200
First Mercantile Trust
Tennessee
$117K -$3.94K -40 -3%
6 7
8
9 10