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Helen of Troy
HELE

Overview Fund Activity

264 hedge funds and large institutions have $2.87B invested in Helen of Troy in 2019 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 93 increasing their positions, 94 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
264
Holders Change
-27
Holders Change %
-9.28%
% of All Funds
5.72%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
36
Increased
93
Reduced
94
Closed
62
Calls
$14.9M
Puts
$16.1M
Net Calls
-$1.19M
Net Calls Change
+$1.65M

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$77.8M
2
CB
2
Cooke & Bieler
Pennsylvania
$62.5M
3
Ameriprise
3
Ameriprise
Minnesota
$42.7M
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$42.2M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$25.6M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$324M
2
BlackRock
2
BlackRock
New York
$350M
3
Morgan Stanley
3
Morgan Stanley
New York
$2.34M
4
Robeco Institutional Asset Management
4
Robeco Institutional Asset Management
Netherlands
$22.5M
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$72.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
ARTA
201
A.R.T. Advisors
New York
$250K -$1.09M -9,400 -81%
MAM
202
Meeder Asset Management
Ohio
$247K +$151K +1,306 +157%
LIA
203
LS Investment Advisors
Michigan
$246K -$2.09K -18 -0.8%
OI
204
Oakbrook Investments
Illinois
$209K +$209K +1,800 New
DCM
205
Dupont Capital Management
Delaware
$194K -$139K -1,200 -42%
CIP
206
Convergence Investment Partners
Florida
$191K +$191K +1,650 New
Zurich Cantonal Bank
207
Zurich Cantonal Bank
Switzerland
$178K -$39.2K -339 -18%
ARMT
208
Amica Retiree Medical Trust
Rhode Island
$170K – – –
Walleye Capital
209
Walleye Capital
New York
$152K +$152K +1,311 New
IAS
210
IMA Advisory Services
Colorado
$139K – – –
Bank of Montreal
211
Bank of Montreal
Ontario, Canada
$131K -$58.9K -508 -31%
AG
212
Advisor Group
Arizona
$120K -$724K -6,217 -86%
FMT
213
First Mercantile Trust
Tennessee
$97K -$155K -1,343 -62%
AF
214
Advisornet Financial
Minnesota
$88K -$6.48K -56 -7%
AAM
215
Advisors Asset Management
Colorado
$82K -$92.4K -800 -53%
CAPTRUST Financial Advisors
216
CAPTRUST Financial Advisors
North Carolina
$80K +$12.5K +108 +19%
LTFS
217
Ladenburg Thalmann Financial Services
Florida
$70K -$411K -3,575 -85%
QT
218
Quantamental Technologies
New York
$58K -$91.6K -791 -61%
APSP
219
Asset Planning Services (Pennsylvania)
Pennsylvania
$52K – – –
OAM
220
Oppenheimer Asset Management
New York
$51K -$5.71K -49 -10%
SGAM
221
Smith Group Asset Management
Texas
$31K -$1.89M -16,497 -98%
AIL
222
AGF Investments LLC
Ontario, Canada
$31K -$2.11K -18 -6%
LWM
223
Lenox Wealth Management
Ohio
$30K – – –
FHA
224
First Horizon Advisors
Tennessee
$30K +$4.44K +40 +17%
Rockefeller Capital Management
225
Rockefeller Capital Management
New York
$29K +$29K +249 New
7 8
9
10 11