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Helen of Troy
HELE

Overview Fund Activity

272 hedge funds and large institutions have $4.33B invested in Helen of Troy in 2019 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 79 increasing their positions, 104 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
+20
Holders Change %
+7.94%
% of All Funds
5.37%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
48
Increased
79
Reduced
104
Closed
19
Calls
$25.1M
Puts
$22.7M
Net Calls
+$2.45M
Net Calls Change
+$7.43M

Top Buyers

1
CB
Cooke & Bieler
Pennsylvania
$177M
2
Capital Research Global Investors
Capital Research Global Investors
California
$300M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$17.4M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$14.2M
5
ACA
Anchor Capital Advisors
Massachusetts
$36.5M

Top Sellers

1
CIP
Champlain Investment Partners
Vermont
$0
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$12.5M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$445M
4
EAM
Eagle Asset Management
Florida
$20.3M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$1.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
EVM
201
Eaton Vance Management
Massachusetts
$275K – – –
Los Angeles Capital Management
202
Los Angeles Capital Management
California
$274K -$62.9K -350 -19%
Macquarie Group
203
Macquarie Group
Australia
$270K – – –
Acadian Asset Management
204
Acadian Asset Management
Massachusetts
$265K +$265K +1,475 New
RCA
205
Rowland Carmichael Advisors
Arizona
$253K -$4.5K -25 -2%
SIM
206
Sadoff Investment Management
Wisconsin
$252K – – –
Two Sigma Investments
207
Two Sigma Investments
New York
$251K +$251K +1,395 New
CG
208
Caprock Group
Idaho
$241K +$241K +1,339 New
LIA
209
LS Investment Advisors
Michigan
$237K -$131K -730 -36%
Millennium Management
210
Millennium Management
New York
$232K -$3.15M -17,488 -93%
MFG
211
Magnus Financial Group
New York
$228K +$228K +1,268 New
AP
212
Advisor Partners
California
$227K +$227K +1,227 New
IAS
213
IMA Advisory Services
Colorado
$216K – – –
LI
214
Leap Investments
Illinois
$216K +$216K +1,200 New
AAM
215
Advisors Asset Management
Colorado
$215K +$76.6K +427 +55%
William Blair & Company
216
William Blair & Company
Illinois
$212K +$212K +1,179 New
MPM
217
Meritage Portfolio Management
Kansas
$212K +$212K +1,180 New
CIM
218
CIM Investment Management
Pennsylvania
$211K -$166K -921 -44%
KBC Group
219
KBC Group
Belgium
$205K -$1.98M -10,976 -91%
FCBT
220
First Citizens Bank & Trust
North Carolina
$202K +$202K +1,123 New
CNBT
221
Canandaigua National Bank & Trust
New York
$201K +$201K +1,117 New
FGAM
222
Financial Gravity Asset Management
Texas
$180K – – –
AF
223
Advisornet Financial
Minnesota
$165K -$11.7K -65 -7%
Canada Pension Plan Investment Board
224
Canada Pension Plan Investment Board
Ontario, Canada
$135K +$135K +749 New
LTFS
225
Ladenburg Thalmann Financial Services
Florida
$110K +$1.6K +9 +1%
7 8
9
10 11