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Helen of Troy
HELE

Overview Fund Activity

234 hedge funds and large institutions have $2.22B invested in Helen of Troy in 2016 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 91 increasing their positions, 81 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
234
Holders Change
–
Holders Change %
0%
% of All Funds
6.25%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
35
Increased
91
Reduced
81
Closed
33
Calls
$3.95M
Puts
$4.07M
Net Calls
-$116K
Net Calls Change
-$3.05M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$24.7M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$45.4M
3
Wells Fargo
3
Wells Fargo
California
$38.1M
4
Citadel Advisors
4
Citadel Advisors
Florida
$10.5M
5
BFA
5
BlackRock Fund Advisors
California
$129M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$4M
2
MFIMFI
2
Mesirow Financial Investment Management - Fixed Income
Illinois
$0
3
Ameriprise
3
Ameriprise
Minnesota
$13.9M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$160M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$29.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
226
Next Financial Group
Texas
$9K – – –
PFSC
227
Peoples Financial Services Corp
Pennsylvania
$7K – – –
MA
228
MUFG Americas
New York
$6K – – –
GAM
229
Gemmer Asset Management
California
$6K +$938 +10 +19%
Acadian Asset Management
230
Acadian Asset Management
Massachusetts
$5K – – –
SAM
231
Solaris Asset Management
New York
$4K +$4K +47 New
LAM
232
Lebenthal Asset Management
New York
$3K +$3K +34 New
QI
233
QS Investors
New York
$1K -$8.29M -58,052 -100%
GWM
234
Geneos Wealth Management
Colorado
$1K +$1K +20 New
MFIMFI
235
Mesirow Financial Investment Management - Fixed Income
Illinois
– -$22.9M -223,076 Closed
HAM
236
Hillcrest Asset Management
Texas
– -$9.06M -88,084 Closed
Capital World Investors
237
Capital World Investors
California
– -$7.51M -73,000 Closed
Capital Fund Management (CFM)
238
Capital Fund Management (CFM)
France
– -$4.96M -48,235 Closed
ANBT
239
American National Bank & Trust
Texas
– -$3.62M -35,182 Closed
CIG
240
Consolidated Investment Group
Colorado
– -$3.23M -31,429 Closed
EAM
241
Eagle Asset Management
Florida
– -$3.13M -30,405 Closed
OCG
242
Opus Capital Group
Ohio
– -$2.98M -29,011 Closed
CAM
243
Cortina Asset Management
Wisconsin
– -$2.94M -28,561 Closed
SGAM
244
Steinberg Global Asset Management
Florida
– -$2.68M -26,102 Closed
RAM
245
Redmond Asset Management
Virginia
– -$1.94M -18,906 Closed
MIP
246
Marietta Investment Partners
Wisconsin
– -$1.03M -9,972 Closed
OAM
247
Oberweis Asset Management
Illinois
– -$596K -5,800 Closed
Axa
248
Axa
France
– -$524K -5,100 Closed
CCM
249
Cadence Capital Management
Massachusetts
– -$451K -4,390 Closed
1GA
250
1st Global Advisors
Texas
– -$444K -4,316 Closed
7 8 9
10
11