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Helen of Troy
HELE

Overview Fund Activity

291 hedge funds and large institutions have $3.14B invested in Helen of Troy in 2018 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 85 increasing their positions, 94 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
+29
Holders Change %
+11.07%
% of All Funds
6.49%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
68
Increased
85
Reduced
94
Closed
38
Calls
$8.44M
Puts
$11.3M
Net Calls
-$2.85M
Net Calls Change
-$5.44M

Top Buyers

1
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$44.7M
2
Goldman Sachs
Goldman Sachs
New York
$51.3M
3
RCAMU
Rothschild & Co Asset Management US
Connecticut
$24.1M
4
Aberdeen Group
Aberdeen Group
United Kingdom
$23.9M
5
Invesco
Invesco
Georgia
$27.6M

Top Sellers

1
CIP
Champlain Investment Partners
Vermont
$41.7M
2
ACH
ArrowMark Colorado Holdings
Colorado
$0
3
Fidelity Investments
Fidelity Investments
Massachusetts
$397M
4
CB
Cooke & Bieler
Pennsylvania
$38M
5
Marshall Wace
Marshall Wace
United Kingdom
$9.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
GHCM
176
Glen Harbor Capital Management
California
$551K – – –
LTFS
177
Ladenburg Thalmann Financial Services
Florida
$550K +$115K +875 +26%
Holocene Advisors
178
Holocene Advisors
New York
$543K +$543K +4,136 New
Capital Fund Management (CFM)
179
Capital Fund Management (CFM)
France
$538K +$538K +4,100 New
CAM
180
Cubic Asset Management
Massachusetts
$535K -$144K -1,095 -21%
CS
181
Candriam SCA
Luxembourg
$525K -$131K -1,000 -20%
Millennium Management
182
Millennium Management
New York
$524K -$3.22M -24,539 -86%
JCM
183
Janney Capital Management
Pennsylvania
$511K -$83.8K -639 -14%
FL
184
Fort LP
Maryland
$508K +$508K +3,876 New
IAA
185
Independent Advisor Alliance
North Carolina
$503K +$503K +3,837 New
AB
186
Amalgamated Bank
New York
$502K +$15.1K +115 +3%
CGH
187
Crossmark Global Holdings
Texas
$501K +$194K +1,480 +63%
TD Asset Management
188
TD Asset Management
Ontario, Canada
$498K -$826K -6,300 -62%
HSBC Holdings
189
HSBC Holdings
United Kingdom
$492K +$249K +1,899 +103%
WG
190
Winton Group
United Kingdom
$484K +$484K +3,693 New
BC
191
Brinker Capital
Pennsylvania
$456K -$19.8K -151 -4%
CB
192
Commerce Bank
Missouri
$438K -$3.29K -25 -0.7%
PI
193
PEAK6 Investments
Illinois
$436K +$436K +3,323 New
MCIM
194
Meadow Creek Investment Management
Georgia
$433K – – –
GCP
195
GSA Capital Partners
United Kingdom
$429K -$1.14M -8,685 -73%
SAM
196
Securian Asset Management
Minnesota
$427K – – –
NFG
197
Next Financial Group
Texas
$422K +$422K +3,214 New
AIM
198
Axiom Investment Management
New York
$416K +$416K +3,174 New
HI
199
HBK Investments
Texas
$407K +$407K +3,106 New
PAG
200
Private Advisory Group
Washington
$384K +$384K +2,928 New
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