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Helen of Troy
HELE

Overview Fund Activity

263 hedge funds and large institutions have $3.09B invested in Helen of Troy in 2019 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 65 increasing their positions, 125 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
263
Holders Change
-1
Holders Change %
-0.38%
% of All Funds
5.72%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
37
Increased
65
Reduced
125
Closed
34
Calls
$15.3M
Puts
$7.4M
Net Calls
+$7.95M
Net Calls Change
+$9.14M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$114M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$66M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$24.7M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$14.9M
5
Wells Fargo
Wells Fargo
California
$76.1M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$15.5M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$336M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$118M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$25.6M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$2.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
176
Axiom Investment Management
New York
$451K -$5.09K -39 -1%
Verition Fund Management
177
Verition Fund Management
Connecticut
$445K +$445K +3,411 New
FHB
178
First Hawaiian Bank
Hawaii
$436K – – –
MCIM
179
Meadow Creek Investment Management
Georgia
$431K – – –
CB
180
Commerce Bank
Missouri
$430K -$1.3K -10 -0.3%
PIA
181
Piedmont Investment Advisors
North Carolina
$428K +$428K +3,278 New
BGIM
182
Brandywine Global Investment Management
Pennsylvania
$422K +$422K +3,229 New
SAM
183
Securian Asset Management
Minnesota
$394K -$13.1K -100 -3%
PA
184
Profund Advisors
Maryland
$391K -$4.05K -31 -1%
ACI
185
AMP Capital Investors
Australia
$382K +$382K +2,900 New
SSA
186
Schonfeld Strategic Advisors
New York
$379K -$992K -7,602 -72%
BNP Paribas Financial Markets
187
BNP Paribas Financial Markets
France
$365K -$340K -2,600 -48%
HSBC Holdings
188
HSBC Holdings
United Kingdom
$359K -$1.14M -8,726 -76%
RCM
189
Riverhead Capital Management
Delaware
$357K – – –
Citadel Advisors
190
Citadel Advisors
Florida
$348K -$7.66M -58,704 -96%
ZCM
191
Zebra Capital Management
Connecticut
$347K +$5.74K +44 +2%
BC
192
Brinker Capital
Pennsylvania
$342K -$10.2K -78 -3%
CANY
193
Caxton Associates (New York)
New York
$329K -$4.44K -34 -1%
RFC
194
Regions Financial Corp
Alabama
$328K -$16.3K -125 -5%
SB
195
Suntrust Banks
Georgia
$321K +$4.7K +36 +1%
FCBT
196
First Citizens Bank & Trust
North Carolina
$319K -$119K -909 -27%
FCM
197
Flinton Capital Management
Pennsylvania
$313K – – –
Macquarie Group
198
Macquarie Group
Australia
$313K +$299K +2,291 +2,102%
AAMU
199
Amundi Asset Management US
Massachusetts
$287K – – –
CIM
200
CIM Investment Management
Pennsylvania
$273K +$273K +2,093 New
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