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Helen of Troy

262 hedge funds and large institutions have $3.31B invested in Helen of Troy in 2018 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 63 increasing their positions, 100 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
262
Holders Change
+12
Holders Change %
+4.8%
% of All Funds
6%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
48
Increased
63
Reduced
100
Closed
34
Calls
$15.2M
Puts
$12.6M
Net Calls
+$2.6M
Net Calls Change
+$2.56M
Name Holding Trade Value Shares
Change
Shares
Change %
EVM
201
Eaton Vance Management
Massachusetts
$200K +$200K +1,530 New
ASN
202
Advisory Services Network
Georgia
$189K +$11.9K +91 +7%
TRCT
203
Tower Research Capital (TRC)
New York
$185K +$145K +1,111 +365%
Schroder Investment Management Group
204
Schroder Investment Management Group
United Kingdom
$183K
FA
205
Fortis Advisors
Pennsylvania
$171K
Bank of Montreal
206
Bank of Montreal
Ontario, Canada
$168K +$5.37K +41 +3%
IAS
207
IMA Advisory Services
Colorado
$157K
FMT
208
First Mercantile Trust
Tennessee
$150K -$5.23K -40 -3%
Simplex Trading
209
Simplex Trading
Illinois
$129K +$129K +990 New
Qube Research & Technologies (QRT)
210
Qube Research & Technologies (QRT)
United Kingdom
$112K +$85.7K +652 +326%
AF
211
Advisornet Financial
Minnesota
$100K +$9.69K +74 +11%
CAPTRUST Financial Advisors
212
CAPTRUST Financial Advisors
North Carolina
$76K -$914 -7 -1%
BFEC
213
Benjamin F. Edwards & Company
Missouri
$68K +$20.2K +155 +42%
APSP
214
Asset Planning Services (Pennsylvania)
Pennsylvania
$67K
NIT
215
NumerixS Investment Technologies
British Columbia, Canada
$65K -$156K -1,200 -71%
MCM
216
Mainstay Capital Management
Michigan
$65K
SWP
217
Stratos Wealth Partners
Ohio
$58K +$58K +445 New
MWM
218
MinichMacGregor Wealth Management
New York
$51K +$7.45K +58 +17%
MWPCG
219
Measured Wealth Private Client Group
New Hampshire
$51K +$51K +395 New
TNBTD
220
Trustmark National Bank Trust Department
Mississippi
$49K +$49K +374 New
IA
221
IFP Advisors
Florida
$34K -$98.8K -750 -74%
LWM
222
Lenox Wealth Management
Ohio
$34K
AssetMark Inc
223
AssetMark Inc
California
$33K
FHA
224
First Horizon Advisors
Tennessee
$29K
VCM
225
Versant Capital Management
Arizona
$28K -$2.58K -20 -8%