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Helen of Troy
HELE

Overview Fund Activity

207 hedge funds and large institutions have $2.11B invested in Helen of Troy in 2016 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 69 increasing their positions, 74 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
-27
Holders Change %
-11.54%
% of All Funds
5.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
31
Increased
69
Reduced
74
Closed
55
Calls
$2.55M
Puts
$15.4M
Net Calls
-$12.8M
Net Calls Change
-$12.7M

Top Buyers

1
CIP
1
Champlain Investment Partners
Vermont
$34.1M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$68.5M
3
BFA
3
BlackRock Fund Advisors
California
$140M
4
Wells Fargo
4
Wells Fargo
California
$47.9M
5
PP
5
Prudential plc
United Kingdom
$34.4M

Top Sellers

1
CAM
1
Congress Asset Management
Massachusetts
$0
2
Northern Trust
2
Northern Trust
Illinois
$57.6M
3
BA
3
Boston Advisors
Massachusetts
$0
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$141M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$13.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FVCM
226
F&V Capital Management
Florida
– -$819K -9,500 Closed
BCM
227
BlueCrest Capital Management
Jersey
– -$788K -9,146 Closed
Capstone Investment Advisors
228
Capstone Investment Advisors
New York
– -$692K -8,033 Closed
MCM
229
MAI Capital Management
Ohio
– -$679K -7,875 Closed
DTL
230
Dynamic Technology Lab
Singapore
– -$646K -7,504 Closed
HCM
231
Highbridge Capital Management
New York
– -$484K -5,613 Closed
NA
232
Navellier & Associates
Nevada
– -$473K -5,493 Closed
EMG
233
Ellington Management Group
Connecticut
– -$457K -5,300 Closed
NC
234
Northpointe Capital
Michigan
– -$445K -5,167 Closed
PAM
235
Princeton Alpha Management
New Jersey
– -$440K -5,108 Closed
GVT
236
Genesee Valley Trust
New York
– -$401K -4,652 Closed
AR
237
Advisory Research
Illinois
– -$388K -4,500 Closed
IB
238
Intrust Bank
Kansas
– -$387K -4,485 Closed
KeyBank National Association
239
KeyBank National Association
Ohio
– -$356K -4,133 Closed
LPL Financial
240
LPL Financial
California
– -$338K -3,912 Closed
GCP
241
GSA Capital Partners
United Kingdom
– -$323K -3,749 Closed
SB
242
Suntrust Banks
Georgia
– -$316K -3,686 Closed
AGM
243
Alpine Global Management
New York
– -$312K -3,625 Closed
JHIU
244
Janus Henderson Investors US
Colorado
– -$311K -3,608 Closed
VKH
245
Virtu KCG Holdings
New York
– -$297K -3,446 Closed
CAM
246
Capstone Asset Management
Texas
– -$283K -3,282 Closed
AI
247
Atria Investments
North Carolina
– -$266K -3,086 Closed
PM
248
Parametrica Management
Hong Kong
– -$260K -3,013 Closed
Teacher Retirement System of Texas
249
Teacher Retirement System of Texas
Texas
– -$259K -3,009 Closed
NI
250
Numeric Investors
Massachusetts
– -$250K -2,900 Closed
7 8 9
10
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