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Helen of Troy
HELE

Overview Fund Activity

229 hedge funds and large institutions have $2.46B invested in Helen of Troy in 2017 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 79 increasing their positions, 80 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
+17
Holders Change %
+8.02%
% of All Funds
5.2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
40
Increased
79
Reduced
80
Closed
21
Calls
$9.44M
Puts
$3.55M
Net Calls
+$5.89M
Net Calls Change
+$9.02M

Top Buyers

1
ACH
ArrowMark Colorado Holdings
Colorado
$58M
2
VOYA Investment Management
VOYA Investment Management
Georgia
$17.9M
3
CB
Cooke & Bieler
Pennsylvania
$54.7M
4
State Street
State Street
Massachusetts
$109M
5
American Century Companies
American Century Companies
Missouri
$33.2M

Top Sellers

1
TA
Teachers Advisors
New York
$4.99M
2
Invesco
Invesco
Georgia
$25.3M
3
AllianceBernstein
AllianceBernstein
Tennessee
$13.7M
4
FA
Friess Associates
Delaware
$0
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$9.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
MOS
201
MGO One Seven
Ohio
$17K +$17K +172 New
TRCT
202
Tower Research Capital (TRC)
New York
$13K -$209K -2,203 -94%
PHK
203
Point72 Hong Kong
Hong Kong
$12K +$12K +126 New
DCM
204
Delpha Capital Management
New York
$12K +$12K +128 New
FHA
205
First Horizon Advisors
Tennessee
$11K – – –
EA
206
Edge Advisors
Georgia
$10K – – –
PA
207
Parallel Advisors
California
$10K – – –
GAM
208
Gemmer Asset Management
California
$10K +$3.85K +40 +63%
Northwestern Mutual Wealth Management
209
Northwestern Mutual Wealth Management
Wisconsin
$10K +$10K +100 New
SWM
210
SeaCrest Wealth Management
New York
$9K +$9K +91 New
GWM
211
Geneos Wealth Management
Colorado
$9K +$9K +100 New
PFSC
212
Peoples Financial Services Corp
Pennsylvania
$7K – – –
FMA
213
FNY Managed Accounts
New York
$6K -$18K -195 -75%
IA
214
IFP Advisors
Florida
$6K – – –
WWM
215
Wagner Wealth Management
South Carolina
$6K – – –
FPFS
216
First Personal Financial Services
North Carolina
$5K -$9.81K -102 -66%
FFG
217
Ford Financial Group
California
$5K +$5K +59 New
OWA
218
One Wealth Advisors
California
$4K +$4K +37 New
YWP
219
YorkBridge Wealth Partners
New York
$3K -$5.27K -65 -64%
GFP
220
Gryphon Financial Partners
Ohio
$3K +$3K +36 New
BL
221
Balentine LLC
Georgia
$2K – – –
ST
222
Smithfield Trust
Pennsylvania
$2K +$2K +25 New
APA
223
American Portfolios Advisors
New York
$1.64K +$1.64K +17 New
OFS
224
Orrstown Financial Services
Pennsylvania
$1K – – –
DAM
225
Delta Asset Management
Tennessee
$1K – – –
6 7 8
9
10