HELE icon

Helen of Troy
HELE

Overview Fund Activity

262 hedge funds and large institutions have $3.31B invested in Helen of Troy in 2018 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 63 increasing their positions, 100 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
262
Holders Change
+12
Holders Change %
+4.8%
% of All Funds
6%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
48
Increased
63
Reduced
100
Closed
34
Calls
$15.2M
Puts
$12.6M
Net Calls
+$2.6M
Net Calls Change
+$2.56M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$38.1M
2
Marshall Wace
Marshall Wace
United Kingdom
$33M
3
Victory Capital Management
Victory Capital Management
Texas
$51.4M
4
EAM
Eagle Asset Management
Florida
$26.7M
5
Geode Capital Management
Geode Capital Management
Massachusetts
$45.7M

Top Sellers

1
WHG
Westwood Holdings Group
Texas
$2.12M
2
American Century Companies
American Century Companies
Missouri
$6.17M
3
ACH
ArrowMark Colorado Holdings
Colorado
$54.5M
4
CB
Cooke & Bieler
Pennsylvania
$88.2M
5
PP
Prudential plc
United Kingdom
$37.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
176
Securian Asset Management
Minnesota
$426K – – –
Teacher Retirement System of Texas
177
Teacher Retirement System of Texas
Texas
$410K -$306K -2,336 -43%
DT
178
Diversified Trust
Tennessee
$386K – – –
Squarepoint
179
Squarepoint
New York
$386K +$386K +2,951 New
ARMT
180
Amica Retiree Medical Trust
Rhode Island
$372K – – –
BNP Paribas Financial Markets
181
BNP Paribas Financial Markets
France
$362K -$12.2K -93 -3%
RCM
182
Riverhead Capital Management
Delaware
$358K +$52.3K +400 +17%
SO
183
STRS Ohio
Ohio
$327K +$196K +1,500 +150%
DADC
184
D.A. Davidson & Co
Montana
$319K +$319K +2,434 New
FCM
185
Flinton Capital Management
Pennsylvania
$314K +$44K +336 +16%
SEI Investments
186
SEI Investments
Pennsylvania
$310K -$1.51M -11,553 -83%
FCBT
187
First Citizens Bank & Trust
North Carolina
$310K -$102K -782 -25%
CGH
188
Crossmark Global Holdings
Texas
$307K -$32.8K -250 -10%
SB
189
Suntrust Banks
Georgia
$306K +$18.1K +138 +6%
SCM
190
Shelton Capital Management
Colorado
$251K +$251K +1,916 New
RCA
191
Rowland Carmichael Advisors
Arizona
$242K +$242K +1,845 New
HSBC Holdings
192
HSBC Holdings
United Kingdom
$242K +$242K +1,850 New
ECM
193
Element Capital Management
New York
$241K +$241K +1,841 New
MIP
194
Marietta Investment Partners
Wisconsin
$234K +$234K +1,789 New
Walleye Trading
195
Walleye Trading
New York
$223K +$223K +1,707 New
CIM
196
CIM Investment Management
Pennsylvania
$221K -$222K -1,695 -50%
Zurich Cantonal Bank
197
Zurich Cantonal Bank
Switzerland
$219K +$19.9K +152 +10%
HIMCH
198
Hartford Investment Management Co (HIMCO)
Connecticut
$216K +$216K +1,648 New
CPIG
199
Chicago Partners Investment Group
Illinois
$213K – – –
LIA
200
LS Investment Advisors
Michigan
$200K -$3.14K -24 -2%
6 7
8
9 10