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Helen of Troy
HELE

Overview Fund Activity

262 hedge funds and large institutions have $3.31B invested in Helen of Troy in 2018 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 63 increasing their positions, 100 reducing their positions, and 34 closing their positions.

Holders
262
Holders Change
+12
Holders Change %
+4.8%
% of All Funds
6%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
48
Increased
63
Reduced
100
Closed
34
Calls
$15.2M
Puts
$12.6M
Net Calls
+$2.6M
Net Calls Change
+$2.56M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$38.1M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$33M
3
Victory Capital Management
3
Victory Capital Management
Texas
$51.4M
4
EAM
4
Eagle Asset Management
Florida
$26.7M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$45.7M

Top Sellers

1
WHG
1
Westwood Holdings Group
Texas
$2.12M
2
American Century Companies
2
American Century Companies
Missouri
$6.17M
3
ACH
3
ArrowMark Colorado Holdings
Colorado
$54.5M
4
CB
4
Cooke & Bieler
Pennsylvania
$88.2M
5
PP
5
Prudential plc
United Kingdom
$37.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$450M 3,439,595 -94,351 -3%
BlackRock
2
BlackRock
New York
$401M 3,059,779 +30,063 +1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$310M 2,369,993 +16,942 +0.7%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$153M 1,165,703 +4,268 +0.4%
State Street
5
State Street
Massachusetts
$138M 1,054,592 -4,511 -0.4%
CIP
6
Champlain Investment Partners
Vermont
$109M 831,035 -1,465 -0.2%
Fisher Asset Management
7
Fisher Asset Management
Washington
$99.4M 759,288 -9,084 -1%
CB
8
Cooke & Bieler
Pennsylvania
$88.2M 673,640 -150,887 -18%
Wells Fargo
9
Wells Fargo
California
$80.3M 613,188 -129,980 -17%
Northern Trust
10
Northern Trust
Illinois
$74.9M 572,272 -4,050 -0.7%
SCM
11
Snyder Capital Management
California
$64.5M 492,365 +2,158 +0.4%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$59.9M 457,933 +8,234 +2%
ACH
13
ArrowMark Colorado Holdings
Colorado
$54.5M 416,526 -208,768 -33%
Victory Capital Management
14
Victory Capital Management
Texas
$51.4M 393,003 +240,272 +157%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$45.7M 349,415 +62,094 +22%
Norges Bank
16
Norges Bank
Norway
$42.5M 324,556 +28,059 +9%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$42.4M 324,058 -65,400 -17%
GT
18
Glenmede Trust
Pennsylvania
$41.7M 318,858 -95,269 -23%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$39.8M 304,017 +6,833 +2%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$38.1M 291,418 +269,364 +1,221%
PP
21
Prudential plc
United Kingdom
$37.3M 284,875 -135,575 -32%
Marshall Wace
22
Marshall Wace
United Kingdom
$33M 251,729 +251,729 New
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$32.3M 246,535 -40,888 -14%
NPIC
24
Neumeier Poma Investment Counsel
California
$31.4M 239,690 +55,950 +30%
Charles Schwab
25
Charles Schwab
California
$30.9M 235,747 -5,044 -2%
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