HELE icon

Helen of Troy
HELE

Overview Fund Activity

250 hedge funds and large institutions have $2.54B invested in Helen of Troy in 2018 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 82 increasing their positions, 73 reducing their positions, and 18 closing their positions.

Holders
250
Holders Change
+19
Holders Change %
+8.23%
% of All Funds
5.73%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
40
Increased
82
Reduced
73
Closed
18
Calls
$7.37M
Puts
$7.33M
Net Calls
+$34K
Net Calls Change
-$1.88M

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$15M
2
BlackRock
2
BlackRock
New York
$298M
3
TA
3
Teachers Advisors
New York
$18.4M
4
CB
4
Cooke & Bieler
Pennsylvania
$81.2M
5
Wells Fargo
5
Wells Fargo
California
$73.2M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$348M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$114M
3
American Century Companies
3
American Century Companies
Missouri
$26.2M
4
WHG
4
Westwood Holdings Group
Texas
$32.2M
5
SCM
5
SG Capital Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$348M 3,533,946 -290,995 -8%
BlackRock
2
BlackRock
New York
$298M 3,029,716 +142,827 +5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$232M 2,353,051 +21,708 +0.9%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$114M 1,161,435 -133,306 -10%
State Street
5
State Street
Massachusetts
$104M 1,059,103 +50,906 +5%
CIP
6
Champlain Investment Partners
Vermont
$82M 832,500 -23,725 -3%
CB
7
Cooke & Bieler
Pennsylvania
$81.2M 824,527 +111,230 +16%
Fisher Asset Management
8
Fisher Asset Management
Washington
$75.6M 768,372 -1,610 -0.2%
Wells Fargo
9
Wells Fargo
California
$73.2M 743,168 +70,744 +11%
ACH
10
ArrowMark Colorado Holdings
Colorado
$61.6M 625,294 +23,506 +4%
Northern Trust
11
Northern Trust
Illinois
$56.7M 576,322 +17,222 +3%
SCM
12
Snyder Capital Management
California
$48.3M 490,207 +3,918 +0.8%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$44.3M 449,699 +22,347 +5%
PP
14
Prudential plc
United Kingdom
$41.4M 420,450 -27,350 -6%
GT
15
Glenmede Trust
Pennsylvania
$40.8M 414,127 +15,383 +4%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$38.3M 389,458 +8,478 +2%
WHG
17
Westwood Holdings Group
Texas
$32.2M 326,812 -70,057 -18%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$29.3M 297,184 -704 -0.2%
Norges Bank
19
Norges Bank
Norway
$29.2M 296,497 -1,265 -0.4%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$28.3M 287,423 +52,008 +22%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$28.3M 287,321 +32,400 +13%
American Century Companies
22
American Century Companies
Missouri
$26.2M 266,456 -74,459 -22%
Charles Schwab
23
Charles Schwab
California
$23.7M 240,791 +36,272 +18%
VOYA Investment Management
24
VOYA Investment Management
Georgia
$22.2M 225,800 -63,122 -22%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$21.8M 221,841 -10,302 -4%
1
2 3 4 5