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Helen of Troy
HELE

Overview Fund Activity

229 hedge funds and large institutions have $2.46B invested in Helen of Troy in 2017 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 79 increasing their positions, 80 reducing their positions, and 21 closing their positions.

Holders
229
Holders Change
+17
Holders Change %
+8.02%
% of All Funds
5.2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
40
Increased
79
Reduced
80
Closed
21
Calls
$9.44M
Puts
$3.55M
Net Calls
+$5.89M
Net Calls Change
+$9.02M

Top Buyers

1
ACH
1
ArrowMark Colorado Holdings
Colorado
$58M
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$17.9M
3
CB
3
Cooke & Bieler
Pennsylvania
$54.7M
4
State Street
4
State Street
Massachusetts
$109M
5
American Century Companies
5
American Century Companies
Missouri
$33.2M

Top Sellers

1
TA
1
Teachers Advisors
New York
$4.99M
2
Invesco
2
Invesco
Georgia
$25.3M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$13.7M
4
FA
4
Friess Associates
Delaware
$0
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$9.48M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$380M 3,941,586 -78,563 -2%
BlackRock
2
BlackRock
New York
$275M 2,853,747 +74,994 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$224M 2,328,339 +47,055 +2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$139M 1,440,829 -38,626 -3%
State Street
5
State Street
Massachusetts
$109M 1,128,034 +118,053 +12%
Fisher Asset Management
6
Fisher Asset Management
Washington
$75.4M 782,784 -7,100 -0.9%
CIP
7
Champlain Investment Partners
Vermont
$64.4M 668,445 -15,245 -2%
Wells Fargo
8
Wells Fargo
California
$63.3M 657,243 -4,064 -0.6%
ACH
9
ArrowMark Colorado Holdings
Colorado
$58M 601,577 +192,386 +47%
CB
10
Cooke & Bieler
Pennsylvania
$54.7M 567,857 +161,658 +40%
SCM
11
Snyder Capital Management
California
$47.2M 489,387 -22,120 -4%
Northern Trust
12
Northern Trust
Illinois
$43.3M 449,400 +8,888 +2%
PP
13
Prudential plc
United Kingdom
$40.5M 420,000 +51,900 +14%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$40.4M 419,012 -11,339 -3%
GT
15
Glenmede Trust
Pennsylvania
$38.4M 398,744 +19,477 +5%
WHG
16
Westwood Holdings Group
Texas
$37.9M 393,487 -2,485 -0.6%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$37.1M 385,280 +11,271 +3%
Norges Bank
18
Norges Bank
Norway
$35.9M 372,628 -21,999 -6%
American Century Companies
19
American Century Companies
Missouri
$33.2M 344,221 +106,285 +45%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$29.1M 301,512 -6,313 -2%
Invesco
21
Invesco
Georgia
$25.3M 262,201 -160,094 -38%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$25M 259,662 +40,272 +18%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$24.4M 252,885 +12,862 +5%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$23.8M 246,506 -38,929 -14%
Deutsche Bank
25
Deutsche Bank
Germany
$20.8M 215,906 +71,280 +49%
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