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Helen of Troy
HELE

Overview Fund Activity

252 hedge funds and large institutions have $3.76B invested in Helen of Troy in 2019 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 69 increasing their positions, 110 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
-11
Holders Change %
-4.18%
% of All Funds
5.53%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
28
Increased
69
Reduced
110
Closed
38
Calls
$17.5M
Puts
$22.5M
Net Calls
-$4.98M
Net Calls Change
-$12.9M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$238M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$40M
3
VOYA Investment Management
VOYA Investment Management
Georgia
$47.3M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$417M
5
CM
Castleark Management
Illinois
$10.6M

Top Sellers

1
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.18M
2
HAM
Hillcrest Asset Management
Texas
$0
3
CIP
Champlain Investment Partners
Vermont
$38.6M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$11.6M
5
UBS Group
UBS Group
Switzerland
$5.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
C
176
Cerebellum
California
$469K +$432K +2,738 +1,160%
ZIM
177
ZPR Investment Management
Florida
$463K +$463K +2,936 New
ACI
178
AMP Capital Investors
Australia
$450K – – –
SAM
179
Securian Asset Management
Minnesota
$443K -$32.5K -206 -7%
Jane Street
180
Jane Street
New York
$432K -$2.79M -17,711 -87%
RCM
181
Riverhead Capital Management
Delaware
$431K – – –
PIA
182
Piedmont Investment Advisors
North Carolina
$427K -$89.7K -569 -17%
D.E. Shaw & Co
183
D.E. Shaw & Co
New York
$418K -$2.25M -14,307 -84%
BC
184
Brinker Capital
Pennsylvania
$409K -$3.94K -25 -1%
CB
185
Commerce Bank
Missouri
$403K -$116K -736 -22%
PA
186
Profund Advisors
Maryland
$395K -$77K -488 -16%
SB
187
Suntrust Banks
Georgia
$388K – – –
AA
188
ALPS Advisors
Colorado
$383K +$383K +2,432 New
FCM
189
Flinton Capital Management
Pennsylvania
$378K – – –
RFC
190
Regions Financial Corp
Alabama
$350K -$46.1K -292 -12%
CIM
191
CIM Investment Management
Pennsylvania
$330K – – –
LIA
192
LS Investment Advisors
Michigan
$323K +$4.57K +29 +1%
Allianz Asset Management
193
Allianz Asset Management
Germany
$299K +$23.2K +147 +8%
Los Angeles Capital Management
194
Los Angeles Capital Management
California
$295K +$31.5K +200 +12%
ARMT
195
Amica Retiree Medical Trust
Rhode Island
$283K +$52.6K +334 +23%
OI
196
Oakbrook Investments
Illinois
$276K +$276K +1,750 New
SCM
197
Shelton Capital Management
Colorado
$274K – – –
CSS
198
Cubist Systematic Strategies
Connecticut
$264K -$2.66M -16,870 -91%
ARTA
199
A.R.T. Advisors
New York
$262K -$869K -5,500 -77%
RJFSA
200
Raymond James Financial Services Advisors
Florida
$253K +$253K +1,607 New
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8
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