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Helen of Troy
HELE

Overview Fund Activity

272 hedge funds and large institutions have $4.33B invested in Helen of Troy in 2019 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 79 increasing their positions, 104 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
+20
Holders Change %
+7.94%
% of All Funds
5.37%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
48
Increased
79
Reduced
104
Closed
19
Calls
$25.1M
Puts
$22.7M
Net Calls
+$2.45M
Net Calls Change
+$7.43M

Top Buyers

1
CB
Cooke & Bieler
Pennsylvania
$177M
2
Capital Research Global Investors
Capital Research Global Investors
California
$300M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$17.4M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$14.2M
5
ACA
Anchor Capital Advisors
Massachusetts
$36.5M

Top Sellers

1
CIP
Champlain Investment Partners
Vermont
$0
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$12.5M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$445M
4
EAM
Eagle Asset Management
Florida
$20.3M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$1.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
176
Advisor Group
Arizona
$554K -$358K -1,995 -39%
ACI
177
AMP Capital Investors
Australia
$522K – – –
PA
178
Profund Advisors
Maryland
$479K +$28.6K +159 +6%
SAM
179
Securian Asset Management
Minnesota
$468K -$37.4K -208 -7%
BC
180
Brinker Capital
Pennsylvania
$458K -$9.18K -51 -2%
PIA
181
Piedmont Investment Advisors
North Carolina
$424K -$62.5K -348 -13%
Susquehanna International Group
182
Susquehanna International Group
Pennsylvania
$420K -$1.95M -10,845 -82%
AA
183
ALPS Advisors
Colorado
$419K -$18.3K -102 -4%
CSS
184
Cubist Systematic Strategies
Connecticut
$394K +$93.6K +521 +31%
HAM
185
Highstreet Asset Management
Ontario, Canada
$383K +$383K +2,130 New
CB
186
Commerce Bank
Missouri
$374K -$86.3K -480 -19%
Citadel Advisors
187
Citadel Advisors
Florida
$372K +$372K +2,068 New
RFC
188
Regions Financial Corp
Alabama
$371K -$27.7K -154 -7%
HF
189
HRT Financial
New York
$369K +$369K +2,054 New
GC
190
Guggenheim Capital
Illinois
$368K -$884K -4,924 -71%
MF
191
Magnetar Financial
Illinois
$368K -$597K -3,317 -62%
CGH
192
Crossmark Global Holdings
Texas
$367K -$239K -1,330 -39%
FHB
193
First Hawaiian Bank
Hawaii
$338K -$263K -1,463 -44%
OI
194
Oakbrook Investments
Illinois
$324K +$9K +50 +3%
ARMT
195
Amica Retiree Medical Trust
Rhode Island
$323K – – –
RJFSA
196
Raymond James Financial Services Advisors
Florida
$308K +$19.4K +108 +7%
SCM
197
Shelton Capital Management
Colorado
$290K -$22.5K -125 -7%
WP
198
WealthSource Partners
California
$288K – – –
ECM
199
ExodusPoint Capital Management
New York
$288K +$288K +1,600 New
Zurich Cantonal Bank
200
Zurich Cantonal Bank
Switzerland
$277K – – –
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