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Helen of Troy
HELE

Overview Fund Activity

231 hedge funds and large institutions have $2.21B invested in Helen of Troy in 2018 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 71 increasing their positions, 85 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
Holders Change
+2
Holders Change %
+0.87%
% of All Funds
5.3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
28
Increased
71
Reduced
85
Closed
25
Calls
$9.52M
Puts
$7.61M
Net Calls
+$1.92M
Net Calls Change
-$3.97M

Top Buyers

1
CIP
Champlain Investment Partners
Vermont
+$16.3M
2
CB
Cooke & Bieler
Pennsylvania
+$12.7M
3
NPIC
Neumeier Poma Investment Counsel
California
+$10.2M
4
Northern Trust
Northern Trust
Illinois
+$9.54M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$9.02M

Top Sellers

1
Invesco
Invesco
Georgia
-$19.9M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$12.7M
3
State Street
State Street
Massachusetts
-$10.4M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$10.1M
5
Deutsche Bank
Deutsche Bank
Germany
-$6.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIB
201
First Interstate Bank
Montana
$17K – – –
RFA
202
Reilly Financial Advisors
California
$17K – – –
TWA
203
TCI Wealth Advisors
Arizona
$16K – – –
MOS
204
MGO One Seven
Ohio
$15K – – –
HR
205
Howe & Rusling
New York
$13K -$13K -150 -50%
FHA
206
First Horizon Advisors
Tennessee
$10K – – –
PA
207
Parallel Advisors
California
$10K +$727 +8 +8%
EA
208
Edge Advisors
Georgia
$9K – – –
Northwestern Mutual Wealth Management
209
Northwestern Mutual Wealth Management
Wisconsin
$9K – – –
FPFS
210
First Personal Financial Services
North Carolina
$9K +$4.71K +57 +110%
SWM
211
SeaCrest Wealth Management
New York
$8K – – –
GWM
212
Geneos Wealth Management
Colorado
$8K – – –
PFSC
213
Peoples Financial Services Corp
Pennsylvania
$7K – – –
IA
214
IFP Advisors
Florida
$6K – – –
SPIA
215
Steward Partners Investment Advisory
New York
$6K +$6K +70 New
GAM
216
Gemmer Asset Management
California
$5K -$4.81K -51 -49%
RCAG
217
Rehmann Capital Advisory Group
Michigan
$5K +$5K +52 New
Simplex Trading
218
Simplex Trading
Illinois
$4K +$4K +55 New
FMA
219
FNY Managed Accounts
New York
$3K -$1.33K -20 -31%
OWA
220
One Wealth Advisors
California
$3K – – –
GFP
221
Gryphon Financial Partners
Ohio
$3K – – –
ST
222
Smithfield Trust
Pennsylvania
$2K – – –
APA
223
American Portfolios Advisors
New York
$1.48K – – –
YWP
224
YorkBridge Wealth Partners
New York
$1K -$1.18K -20 -54%
OFS
225
Orrstown Financial Services
Pennsylvania
$1K – – –
7 8
9
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