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Helen of Troy
HELE

Overview Fund Activity

181 hedge funds and large institutions have $1.88B invested in Helen of Troy in 2014 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 47 increasing their positions, 72 reducing their positions, and 23 closing their positions.

Holders
181
Holders Change
+19
Holders Change %
+11.73%
% of All Funds
5.23%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
43
Increased
47
Reduced
72
Closed
23
Calls
$3.22M
Puts
$1.2M
Net Calls
+$2.02M
Net Calls Change
+$1.53M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$66M
2
State Street
2
State Street
Massachusetts
$97.2M
3
KCM
3
Kennedy Capital Management
Missouri
$21.9M
4
OCG
4
Opus Capital Group
Ohio
$12.6M
5
FCM
5
Force Capital Management
New York
$9.35M

Top Sellers

1
SHCM
1
Sachem Head Capital Management
New York
$0
2
CWAM
2
Columbia Wanger Asset Management
Illinois
$0
3
Ameriprise
3
Ameriprise
Minnesota
$73.4M
4
CB
4
Cooke & Bieler
Pennsylvania
$14.1M
5
CCMLC
5
Cardinal Capital Management LLC (Connecticut)
Connecticut
$4.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
Principal Financial Group
26
Principal Financial Group
Iowa
$11.8M -$980K -14,150 -8%
Prudential Financial
27
Prudential Financial
New Jersey
$11.1M +$100K +1,450 +0.9%
RFC
28
Russell Frank Company
Washington
$11M -$4.05M -58,435 -27%
EARNEST Partners
29
EARNEST Partners
Georgia
$10.9M -$3.82M -55,192 -26%
TCIM
30
TIAA CREF Investment Management
New York
$10.2M -$74.1K -1,070 -0.7%
DVM
31
Dreman Value Management
Florida
$9.57M -$1.44M -20,827 -13%
BGIM
32
Brandywine Global Investment Management
Pennsylvania
$9.4M +$103K +1,490 +1%
Goldman Sachs
33
Goldman Sachs
New York
$9.37M +$226K +3,264 +2%
FCM
34
Force Capital Management
New York
$9.35M +$9.35M +135,003 New
JIR
35
James Investment Research
Ohio
$9.33M +$4.43M +63,980 +90%
BIM
36
BlackRock Investment Management
Delaware
$8.55M -$19.4K -280 -0.2%
Renaissance Technologies
37
Renaissance Technologies
New York
$7.93M +$4.09M +59,114 +107%
Balyasny Asset Management
38
Balyasny Asset Management
Illinois
$7.75M +$7.75M +112,000 New
MPAM
39
Monarch Partners Asset Management
Massachusetts
$7.24M +$3.49M +50,434 +93%
American Century Companies
40
American Century Companies
Missouri
$7.22M -$1.28M -18,466 -15%
NFA
41
Nationwide Fund Advisors
Ohio
$7.17M -$328K -4,740 -4%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$7.11M -$811K -11,712 -10%
Charles Schwab
43
Charles Schwab
California
$6.64M +$90.2K +1,302 +1%
MAA
44
Managed Account Advisors
New Jersey
$5.15M +$1.21M +17,444 +31%
State of Tennessee, Department of Treasury
45
State of Tennessee, Department of Treasury
Tennessee
$4.74M +$2.58M +37,200 +119%
CCMLC
46
Cardinal Capital Management LLC (Connecticut)
Connecticut
$4.52M -$12.3M -177,819 -73%
PPA
47
Parametric Portfolio Associates
Washington
$4.41M +$311K +4,486 +8%
CS
48
Credit Suisse
Switzerland
$4.29M +$3.38M +48,778 +372%
Deutsche Bank
49
Deutsche Bank
Germany
$4.11M +$2.85M +41,118 +225%
First Trust Advisors
50
First Trust Advisors
Illinois
$4.1M +$593K +8,564 +17%
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