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Helen of Troy
HELE

Overview Fund Activity

291 hedge funds and large institutions have $3.14B invested in Helen of Troy in 2018 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 85 increasing their positions, 94 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
+29
Holders Change %
+11.07%
% of All Funds
6.49%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
68
Increased
85
Reduced
94
Closed
38
Calls
$8.44M
Puts
$11.3M
Net Calls
-$2.85M
Net Calls Change
-$5.44M

Top Buyers

1
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$44.7M
2
Goldman Sachs
Goldman Sachs
New York
$51.3M
3
RCAMU
Rothschild & Co Asset Management US
Connecticut
$24.1M
4
Aberdeen Group
Aberdeen Group
United Kingdom
$23.9M
5
Invesco
Invesco
Georgia
$27.6M

Top Sellers

1
CIP
Champlain Investment Partners
Vermont
$41.7M
2
ACH
ArrowMark Colorado Holdings
Colorado
$0
3
Fidelity Investments
Fidelity Investments
Massachusetts
$397M
4
CB
Cooke & Bieler
Pennsylvania
$38M
5
Marshall Wace
Marshall Wace
United Kingdom
$9.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
201
BBT Capital Management
Texas
$384K +$384K +2,931 New
DCM
202
Dupont Capital Management
Delaware
$377K +$377K +2,872 New
GCA
203
Gideon Capital Advisors
New York
$372K +$372K +2,837 New
SSA
204
Schonfeld Strategic Advisors
New York
$367K +$367K +2,800 New
O
205
OppenheimerFunds
New York
$363K -$785K -5,981 -68%
RCM
206
Riverhead Capital Management
Delaware
$359K – – –
DADC
207
D.A. Davidson & Co
Montana
$359K +$39.3K +299 +12%
RFC
208
Regions Financial Corp
Alabama
$338K -$127K -967 -27%
QC
209
Quadrature Capital
United Kingdom
$333K +$333K +2,540 New
SB
210
Suntrust Banks
Georgia
$317K +$10.5K +80 +3%
FCM
211
Flinton Capital Management
Pennsylvania
$315K – – –
ZCM
212
Zebra Capital Management
Connecticut
$313K -$849K -6,464 -73%
FCBT
213
First Citizens Bank & Trust
North Carolina
$311K +$131 +1 +0%
SM
214
Sciencast Management
New Jersey
$295K +$295K +2,559 New
PA
215
Profund Advisors
Maryland
$289K -$177K -1,344 -38%
FMT
216
First Mercantile Trust
Tennessee
$286K +$135K +1,033 +90%
LIA
217
LS Investment Advisors
Michigan
$280K +$79.5K +607 +40%
BFEC
218
Benjamin F. Edwards & Company
Missouri
$258K +$189K +1,441 +276%
SPC
219
Sigma Planning Corp
Michigan
$256K +$256K +1,955 New
SCM
220
Shelton Capital Management
Colorado
$251K – – –
Zurich Cantonal Bank
221
Zurich Cantonal Bank
Switzerland
$246K +$26.9K +205 +12%
FA
222
Fortis Advisors
Pennsylvania
$243K +$71.8K +547 +42%
RCA
223
Rowland Carmichael Advisors
Arizona
$242K – – –
MIP
224
Marietta Investment Partners
Wisconsin
$232K -$2.89K -22 -1%
HIMCH
225
Hartford Investment Management Co (HIMCO)
Connecticut
$216K – – –
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9
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