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Helen of Troy
HELE

Overview Fund Activity

252 hedge funds and large institutions have $3.76B invested in Helen of Troy in 2019 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 69 increasing their positions, 110 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
-11
Holders Change %
-4.18%
% of All Funds
5.53%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
28
Increased
69
Reduced
110
Closed
38
Calls
$17.5M
Puts
$22.5M
Net Calls
-$4.98M
Net Calls Change
-$12.9M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$238M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$40M
3
VOYA Investment Management
VOYA Investment Management
Georgia
$47.3M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$417M
5
CM
Castleark Management
Illinois
$10.6M

Top Sellers

1
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.18M
2
HAM
Hillcrest Asset Management
Texas
$0
3
CIP
Champlain Investment Partners
Vermont
$38.6M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$11.6M
5
UBS Group
UBS Group
Switzerland
$5.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
201
WealthSource Partners
California
$252K +$252K +1,600 New
Zurich Cantonal Bank
202
Zurich Cantonal Bank
Switzerland
$243K – – –
EVM
203
Eaton Vance Management
Massachusetts
$241K – – –
Macquarie Group
204
Macquarie Group
Australia
$236K -$142K -900 -38%
WG
205
Winton Group
United Kingdom
$231K -$4.93M -31,270 -96%
RCA
206
Rowland Carmichael Advisors
Arizona
$225K +$225K +1,430 New
SIM
207
Sadoff Investment Management
Wisconsin
$221K +$221K +1,400 New
IAS
208
IMA Advisory Services
Colorado
$189K – – –
QT
209
Quantamental Technologies
New York
$178K +$178K +1,131 New
AF
210
Advisornet Financial
Minnesota
$155K +$1.26K +8 +0.8%
Simplex Trading
211
Simplex Trading
Illinois
$144K -$33.8K -216 -19%
MAM
212
Meeder Asset Management
Ohio
$142K +$312 +2 +0.2%
AAM
213
Advisors Asset Management
Colorado
$122K +$12.8K +81 +12%
TRCT
214
Tower Research Capital (TRC)
New York
$108K -$158K -1,001 -59%
FMT
215
First Mercantile Trust
Tennessee
$108K -$4.71K -30 -4%
CAPTRUST Financial Advisors
216
CAPTRUST Financial Advisors
North Carolina
$108K – – –
LTFS
217
Ladenburg Thalmann Financial Services
Florida
$96K +$314 +2 +0.3%
APSP
218
Asset Planning Services (Pennsylvania)
Pennsylvania
$70K – – –
OAM
219
Oppenheimer Asset Management
New York
$58K -$11.6K -74 -17%
FHA
220
Flagship Harbor Advisors
Massachusetts
$58K +$20.6K +132 +55%
LWM
221
Lenox Wealth Management
Ohio
$41K – – –
RFA
222
Reilly Financial Advisors
California
$32K – – –
AssetMark Inc
223
AssetMark Inc
California
$29K -$8.49K -53 -23%
SPIA
224
Steward Partners Investment Advisory
New York
$23K – – –
TWA
225
TCI Wealth Advisors
Arizona
$22K – – –
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9
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