HELE icon

Helen of Troy
HELE

Overview Fund Activity

225 hedge funds and large institutions have $2.34B invested in Helen of Troy in 2017 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 83 increasing their positions, 76 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
+16
Holders Change %
+7.66%
% of All Funds
5.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
37
Increased
83
Reduced
76
Closed
20
Calls
$2.46M
Puts
$4.11M
Net Calls
-$1.66M
Net Calls Change
+$9.13M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$26.5M
2
FA
2
Friess Associates
Delaware
$12M
3
CIP
3
Champlain Investment Partners
Vermont
$62.2M
4
Deutsche Bank
4
Deutsche Bank
Germany
$17.9M
5
Morgan Stanley
5
Morgan Stanley
New York
$21.8M

Top Sellers

1
RHJA
1
Rice Hall James & Associates
California
$0
2
JIR
2
James Investment Research
Ohio
$2.41M
3
WHG
3
Westwood Holdings Group
Texas
$43.2M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$363M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$143M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
201
Versant Capital Management
Arizona
$25K -$2.88K -31 -10%
AssetMark Inc
202
AssetMark Inc
California
$25K +$951 +10 +4%
LWM
203
Lenox Wealth Management
Ohio
$25K +$25K +261 New
OIA
204
OneDigital Investment Advisors
Kansas
$22K +$22K +235 New
SEI Investments
205
SEI Investments
Pennsylvania
$20K +$7.31K +80 +58%
FIB
206
First Interstate Bank
Montana
$19K -$18.4K -194 -49%
RFA
207
Reilly Financial Advisors
California
$19K – – –
TWA
208
TCI Wealth Advisors
Arizona
$17K – – –
Fifth Third Bancorp
209
Fifth Third Bancorp
Ohio
$15K +$3.77K +41 +34%
FPFS
210
First Personal Financial Services
North Carolina
$14K +$2.3K +25 +20%
Creative Planning
211
Creative Planning
Kansas
$12K +$2.55K +27 +27%
YWP
212
YorkBridge Wealth Partners
New York
$10K -$1.67K -17 -14%
FHA
213
First Horizon Advisors
Tennessee
$10K – – –
EA
214
Edge Advisors
Georgia
$10K – – –
PA
215
Parallel Advisors
California
$10K – – –
NFG
216
Next Financial Group
Texas
$9K – – –
PFSC
217
Peoples Financial Services Corp
Pennsylvania
$7K – – –
GAM
218
Gemmer Asset Management
California
$6K – – –
IA
219
IFP Advisors
Florida
$5K – – –
CG
220
Cutler Group
California
$3K +$3K +35 New
BL
221
Balentine LLC
Georgia
$2K – – –
QI
222
QS Investors
New York
$1K – – –
CFA
223
Camarda Financial Advisors
Florida
$1K +$1K +12 New
Northwestern Mutual Wealth Management
224
Northwestern Mutual Wealth Management
Wisconsin
$1K +$1K +15 New
RHJA
225
Rice Hall James & Associates
California
– -$20M -212,542 Closed
6 7 8
9
10