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Helen of Troy

291 hedge funds and large institutions have $3.14B invested in Helen of Troy in 2018 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 85 increasing their positions, 94 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

4.48% less ownership

Funds ownership: 96.02%91.55% (-4.5%)

5% less capital invested

Capital invested by funds: $3.31B → $3.14B (-$166M)

25% less call options, than puts

Call options by funds: $8.44M | Put options by funds: $11.3M

Holders
291
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.44M
Puts
$11.3M
Net Calls
Net Calls Change

Top Buyers

1 +$44.7M
2 +$39.3M
3 +$24.1M
4
Aberdeen Group
Aberdeen Group
United Kingdom
+$23.9M
5
Invesco
Invesco
Georgia
+$22.7M

Top Sellers

1 -$67.3M
2 -$54.5M
3 -$54.1M
4
CB
Cooke & Bieler
Pennsylvania
-$50.3M
5
Marshall Wace
Marshall Wace
United Kingdom
-$23.2M
Name Holding Trade Value Shares
Change
Change in
Stake
1
$419M
2
$397M
3
$319M
4
$152M
5
$118M
6
$101M
7
$74.9M
8
$60.9M
9
$60.2M
10
$52M
11
$51.3M
12
$48.1M
13
$46.8M
14
$44.7M
15
$42.6M
16
$41.7M
17
$39M
18
$38M
19
$36.5M
20
$36.4M
21
$34.6M
22
$33.8M
23
$30.3M
24
$29M
25
$27.6M