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Helen of Troy
HELE

Overview Fund Activity

263 hedge funds and large institutions have $3.09B invested in Helen of Troy in 2019 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 65 increasing their positions, 125 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
263
Holders Change
-1
Holders Change %
-0.38%
% of All Funds
5.72%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
37
Increased
65
Reduced
125
Closed
34
Calls
$15.3M
Puts
$7.4M
Net Calls
+$7.95M
Net Calls Change
+$9.14M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$114M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$66M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$24.7M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$14.9M
5
Wells Fargo
Wells Fargo
California
$76.1M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$15.5M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$336M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$118M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$25.6M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$2.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
GH
201
GAM Holding
Switzerland
$272K -$172K -1,315 -39%
LIA
202
LS Investment Advisors
Michigan
$264K -$12.9K -99 -5%
Allianz Asset Management
203
Allianz Asset Management
Germany
$228K -$1.37M -10,474 -86%
SCM
204
Shelton Capital Management
Colorado
$227K +$198K +1,514 +682%
TRCT
205
Tower Research Capital (TRC)
New York
$221K +$219K +1,668 +9,812%
Los Angeles Capital Management
206
Los Angeles Capital Management
California
$219K +$219K +1,674 New
BAM
207
Blueshift Asset Management
New Jersey
$210K +$210K +1,607 New
Zurich Cantonal Bank
208
Zurich Cantonal Bank
Switzerland
$201K – – –
EVM
209
Eaton Vance Management
Massachusetts
$200K +$200K +1,530 New
ARMT
210
Amica Retiree Medical Trust
Rhode Island
$191K – – –
IAS
211
IMA Advisory Services
Colorado
$157K – – –
Simplex Trading
212
Simplex Trading
Illinois
$148K +$148K +1,135 New
AF
213
Advisornet Financial
Minnesota
$127K +$27.8K +213 +28%
MAM
214
Meeder Asset Management
Ohio
$118K -$160K -1,229 -58%
QT
215
Quantbot Technologies
New York
$117K +$117K +900 New
AG
216
Advisor Group
Arizona
$98K -$37.1K -283 -27%
FMT
217
First Mercantile Trust
Tennessee
$94K -$15.7K -120 -14%
AAM
218
Advisors Asset Management
Colorado
$90K -$2.61K -20 -3%
CAPTRUST Financial Advisors
219
CAPTRUST Financial Advisors
North Carolina
$90K -$525 -4 -0.6%
LTFS
220
Ladenburg Thalmann Financial Services
Florida
$79K – – –
CAM
221
CenterStar Asset Management
Illinois
$68K – – –
APSP
222
Asset Planning Services (Pennsylvania)
Pennsylvania
$58K – – –
OAM
223
Oppenheimer Asset Management
New York
$58K +$784 +6 +1%
FHA
224
First Horizon Advisors
Tennessee
$35K – – –
LWM
225
Lenox Wealth Management
Ohio
$34K – – –
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