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Helen of Troy
HELE

Overview Fund Activity

252 hedge funds and large institutions have $3.76B invested in Helen of Troy in 2019 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 69 increasing their positions, 110 reducing their positions, and 38 closing their positions.

Holders
252
Holders Change
-11
Holders Change %
-4.18%
% of All Funds
5.53%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
28
Increased
69
Reduced
110
Closed
38
Calls
$17.5M
Puts
$22.5M
Net Calls
-$4.98M
Net Calls Change
-$12.9M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$238M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$40M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$47.3M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$417M
5
CM
5
Castleark Management
Illinois
$10.6M

Top Sellers

1
Grantham, Mayo, Van Otterloo & Co (GMO)
1
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.18M
2
HAM
2
Hillcrest Asset Management
Texas
$0
3
CIP
3
Champlain Investment Partners
Vermont
$38.6M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$11.6M
5
UBS Group
5
UBS Group
Switzerland
$5.26M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$463M 2,937,246 +57,708 +2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$417M 2,642,745 +69,603 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$376M 2,382,077 -12,408 -0.5%
Capital Research Global Investors
4
Capital Research Global Investors
California
$238M 1,507,003 +635,003 +73%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$139M 878,804 -24,060 -3%
State Street
6
State Street
Massachusetts
$138M 877,618 -32,128 -4%
Victory Capital Management
7
Victory Capital Management
Texas
$101M 639,940 +14,083 +2%
Fisher Asset Management
8
Fisher Asset Management
Washington
$98.4M 624,195 -7,648 -1%
Northern Trust
9
Northern Trust
Illinois
$90.8M 575,765 +9,140 +2%
Wells Fargo
10
Wells Fargo
California
$85.1M 540,016 -42,951 -7%
Fuller & Thaler Asset Management
11
Fuller & Thaler Asset Management
California
$82.7M 524,691 +19,353 +4%
CB
12
Cooke & Bieler
Pennsylvania
$81.5M 516,760 -27,255 -5%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$78.8M 499,966 +580 +0.1%
SCM
14
Snyder Capital Management
California
$64.9M 411,573 -186 -0%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$56.9M 361,162 +1,879 +0.5%
Ameriprise
16
Ameriprise
Minnesota
$53.2M 337,286 +57,899 +21%
Norges Bank
17
Norges Bank
Norway
$52.7M 334,090 -7,900 -2%
NPIC
18
Neumeier Poma Investment Counsel
California
$49.5M 314,093 +285 +0.1%
VOYA Investment Management
19
VOYA Investment Management
Georgia
$47.3M 299,816 +140,963 +89%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$42.1M 267,330 -2,194 -0.8%
Point72 Asset Management
21
Point72 Asset Management
Connecticut
$40M 253,690 +253,690 New
CIP
22
Champlain Investment Partners
Vermont
$38.6M 244,895 -98,505 -29%
Wellington Management Group
23
Wellington Management Group
Massachusetts
$38.4M 243,672 -34,716 -12%
Bank of America
24
Bank of America
North Carolina
$37.1M 235,381 +26,781 +13%
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$35.3M 223,893 +34,955 +19%
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