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Helen of Troy
HELE

Overview Fund Activity

183 hedge funds and large institutions have $1.65B invested in Helen of Troy in 2014 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 67 increasing their positions, 69 reducing their positions, and 20 closing their positions.

Holders
183
Holders Change
+2
Holders Change %
+1.1%
% of All Funds
5.26%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
22
Increased
67
Reduced
69
Closed
20
Calls
$2.03M
Puts
$182K
Net Calls
+$1.85M
Net Calls Change
-$174K

Top Buyers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$21.8M
2
Norges Bank
2
Norges Bank
Norway
$27.1M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$32.2M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$70.1M
5
KCM
5
Kennedy Capital Management
Missouri
$30.8M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$259M
2
BIT
2
BlackRock Institutional Trust
California
$45.6M
3
BFA
3
BlackRock Fund Advisors
California
$85.9M
4
EARNEST Partners
4
EARNEST Partners
Georgia
$473K
5
Victory Capital Management
5
Victory Capital Management
Texas
$19M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
26
Gotham Asset Management
New York
$10.7M +$8.28M +136,506 +347%
Principal Financial Group
27
Principal Financial Group
Iowa
$10.3M -$38.1K -628 -0.4%
OCG
28
Opus Capital Group
Ohio
$10.2M -$778K -12,831 -7%
RFC
29
Russell Frank Company
Washington
$10.1M +$515K +8,489 +5%
JIR
30
James Investment Research
Ohio
$10.1M +$1.92M +31,650 +23%
Deutsche Bank
31
Deutsche Bank
Germany
$9.25M +$5.65M +93,231 +157%
Goldman Sachs
32
Goldman Sachs
New York
$9.19M +$985K +16,246 +12%
Prudential Financial
33
Prudential Financial
New Jersey
$8.89M -$817K -13,483 -8%
DVM
34
Dreman Value Management
Florida
$8.19M -$190K -3,134 -2%
Acadian Asset Management
35
Acadian Asset Management
Massachusetts
$7.69M +$6.51M +107,358 +549%
Balyasny Asset Management
36
Balyasny Asset Management
Illinois
$7.6M +$806K +13,298 +12%
BGIM
37
Brandywine Global Investment Management
Pennsylvania
$7.53M -$703K -11,600 -9%
TCIM
38
TIAA CREF Investment Management
New York
$7.45M -$1.51M -24,949 -17%
NFA
39
Nationwide Fund Advisors
Ohio
$6.59M +$312K +5,146 +5%
BIM
40
BlackRock Investment Management
Delaware
$6.06M -$1.42M -23,492 -19%
CS
41
Credit Suisse
Switzerland
$5.8M +$2.04M +33,704 +54%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$5.75M -$481K -7,935 -8%
Charles Schwab
43
Charles Schwab
California
$5.58M -$233K -3,850 -4%
Millennium Management
44
Millennium Management
New York
$5.12M +$3.17M +52,219 +162%
Morgan Stanley
45
Morgan Stanley
New York
$5.11M +$2.08M +34,357 +69%
American Century Companies
46
American Century Companies
Missouri
$4.76M -$1.56M -25,707 -25%
MAA
47
Managed Account Advisors
New Jersey
$4.71M +$201K +3,313 +4%
Invesco
48
Invesco
Georgia
$4M +$493K +8,133 +14%
MPAM
49
Monarch Partners Asset Management
Massachusetts
$3.8M -$2.54M -41,935 -40%
Public Sector Pension Investment Board (PSP Investments)
50
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.58M +$305K +5,022 +9%
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