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Helen of Troy
HELE

Overview Fund Activity

225 hedge funds and large institutions have $2.34B invested in Helen of Troy in 2017 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 83 increasing their positions, 76 reducing their positions, and 20 closing their positions.

Holders
225
Holders Change
+16
Holders Change %
+7.66%
% of All Funds
5.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
37
Increased
83
Reduced
76
Closed
20
Calls
$2.46M
Puts
$4.11M
Net Calls
-$1.66M
Net Calls Change
+$9.13M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$26.5M
2
FA
2
Friess Associates
Delaware
$12M
3
CIP
3
Champlain Investment Partners
Vermont
$62.2M
4
Deutsche Bank
4
Deutsche Bank
Germany
$17.9M
5
Morgan Stanley
5
Morgan Stanley
New York
$21.8M

Top Sellers

1
RHJA
1
Rice Hall James & Associates
California
$0
2
JIR
2
James Investment Research
Ohio
$2.41M
3
WHG
3
Westwood Holdings Group
Texas
$43.2M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$363M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$143M
Name Holding Trade Value Shares
Change 		Shares
Change %
Skandinaviska Enskilda Banken (SEB)
226
Skandinaviska Enskilda Banken (SEB)
Sweden
– -$7.26M -77,100 Closed
PSUF
227
People's United Financial
Connecticut
– -$1.79M -19,042 Closed
DCM
228
Dupont Capital Management
Delaware
– -$1.07M -11,377 Closed
Nuveen Asset Management
229
Nuveen Asset Management
Illinois
– -$882K -9,361 Closed
ZIM
230
Zacks Investment Management
Illinois
– -$696K -7,388 Closed
SCM
231
SG Capital Management
Illinois
– -$693K -7,354 Closed
PTC
232
Private Trust Company
Ohio
– -$470K -4,990 Closed
Credit Agricole
233
Credit Agricole
France
– -$387K -4,110 Closed
CG
234
Clinton Group
New York
– -$328K -3,483 Closed
BC
235
Brinker Capital
Pennsylvania
– -$260K -2,757 Closed
OAM
236
Origin Asset Management
United Kingdom
– -$253K -2,691 Closed
GCP
237
GSA Capital Partners
United Kingdom
– -$212K -2,251 Closed
Capstone Investment Advisors
238
Capstone Investment Advisors
New York
– -$211K -2,247 Closed
WP
239
WealthSource Partners
California
– -$200K -2,125 Closed
DSC
240
Duncker Streett & Co
Missouri
– -$33K -350 Closed
GWM
241
Geneos Wealth Management
Colorado
– -$32K -350 Closed
BIG
242
Bellwether Investment Group
Tennessee
– -$15K -163 Closed
FMA
243
FNY Managed Accounts
New York
– -$10K -110 Closed
MA
244
MUFG Americas
New York
– -$9K -93 Closed
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