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Helen of Troy
HELE

Overview Fund Activity

272 hedge funds and large institutions have $4.33B invested in Helen of Troy in 2019 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 79 increasing their positions, 104 reducing their positions, and 19 closing their positions.

Holders
272
Holders Change
+20
Holders Change %
+7.94%
% of All Funds
5.37%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
48
Increased
79
Reduced
104
Closed
19
Calls
$25.1M
Puts
$22.7M
Net Calls
+$2.45M
Net Calls Change
+$7.43M

Top Buyers

1
CB
1
Cooke & Bieler
Pennsylvania
$177M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$300M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$17.4M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$14.2M
5
ACA
5
Anchor Capital Advisors
Massachusetts
$36.5M

Top Sellers

1
CIP
1
Champlain Investment Partners
Vermont
$0
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$12.5M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$445M
4
EAM
4
Eagle Asset Management
Florida
$20.3M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$1.78M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$534M 2,968,054 +30,808 +1%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$445M 2,476,194 -166,551 -6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$429M 2,384,522 +2,445 +0.1%
Capital Research Global Investors
4
Capital Research Global Investors
California
$300M 1,667,557 +160,554 +11%
CB
5
Cooke & Bieler
Pennsylvania
$177M 983,644 +466,884 +90%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$154M 855,969 -22,835 -3%
State Street
7
State Street
Massachusetts
$150M 834,281 -43,337 -5%
Victory Capital Management
8
Victory Capital Management
Texas
$107M 595,593 -44,347 -7%
Fisher Asset Management
9
Fisher Asset Management
Washington
$104M 575,990 -48,205 -8%
Northern Trust
10
Northern Trust
Illinois
$102M 568,823 -6,942 -1%
Fuller & Thaler Asset Management
11
Fuller & Thaler Asset Management
California
$96M 534,059 +9,368 +2%
Wells Fargo
12
Wells Fargo
California
$92.7M 515,631 -24,385 -5%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$92M 511,460 +11,494 +2%
SCM
14
Snyder Capital Management
California
$77.6M 431,429 +19,856 +5%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$67.2M 373,709 +12,547 +3%
Norges Bank
16
Norges Bank
Norway
$60.1M 334,090 – –
Ameriprise
17
Ameriprise
Minnesota
$60M 333,898 -3,388 -1%
NPIC
18
Neumeier Poma Investment Counsel
California
$56.4M 313,633 -460 -0.1%
Bank of America
19
Bank of America
North Carolina
$53.4M 296,861 +61,480 +26%
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$48.8M 271,291 +47,398 +21%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$47M 261,649 -5,681 -2%
VOYA Investment Management
22
VOYA Investment Management
Georgia
$45.8M 254,625 -45,191 -15%
Charles Schwab
23
Charles Schwab
California
$41M 227,931 +11,271 +5%
Aberdeen Group
24
Aberdeen Group
United Kingdom
$40.4M 224,413 +6,370 +3%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$39.9M 222,178 +53,167 +31%
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