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Helen of Troy

250 hedge funds and large institutions have $2.54B invested in Helen of Troy in 2018 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 82 increasing their positions, 73 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
+19
Holders Change %
+8.23%
% of All Funds
5.73%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
40
Increased
82
Reduced
73
Closed
18
Calls
$7.37M
Puts
$7.33M
Net Calls
+$34K
Net Calls Change
-$1.88M
Name Holding Trade Value Shares
Change
Shares
Change %
IA
201
IFP Advisors
Florida
$99K +$93.3K +950 +1,638%
SO
202
STRS Ohio
Ohio
$98K +$29.4K +300 +43%
AF
203
Advisornet Financial
Minnesota
$68K +$68K +690 New
SNT
204
Security National Trust
West Virginia
$65K
CAPTRUST Financial Advisors
205
CAPTRUST Financial Advisors
North Carolina
$58K +$1.77K +18 +3%
APSP
206
Asset Planning Services (Pennsylvania)
Pennsylvania
$49K
PIA
207
Piedmont Investment Advisors
North Carolina
$49K +$49K +495 New
MCM
208
Mainstay Capital Management
Michigan
$49K +$49K +500 New
BFEC
209
Benjamin F. Edwards & Company
Missouri
$36K +$36K +367 New
LTFS
210
Ladenburg Thalmann Financial Services
Florida
$35K
PAM
211
Panagora Asset Management
Massachusetts
$34K
MWM
212
MinichMacGregor Wealth Management
New York
$33K +$33K +339 New
TRCT
213
Tower Research Capital (TRC)
New York
$30K -$65.3K -662 -69%
IDBONY
214
Israel Discount Bank of New York
New York
$29K
LWM
215
Lenox Wealth Management
Ohio
$26K
AssetMark Inc
216
AssetMark Inc
California
$25K
VCM
217
Versant Capital Management
Arizona
$23K -$194 -2 -0.8%
OIA
218
OneDigital Investment Advisors
Kansas
$23K
Fifth Third Bancorp
219
Fifth Third Bancorp
Ohio
$22K
FHA
220
First Horizon Advisors
Tennessee
$22K +$11.5K +120 +109%
RFA
221
Reilly Financial Advisors
California
$20K
FIB
222
First Interstate Bank
Montana
$20K
Qube Research & Technologies (QRT)
223
Qube Research & Technologies (QRT)
United Kingdom
$20K +$20K +200 New
JA
224
JOYN Advisors
Georgia
$19K -$37.5K -373 -66%
TWA
225
TCI Wealth Advisors
Arizona
$18K