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Helen of Troy
HELE

Overview Fund Activity

158 hedge funds and large institutions have $1.42B invested in Helen of Troy in 2014 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 48 increasing their positions, 66 reducing their positions, and 42 closing their positions.

Holders
158
Holders Change
-25
Holders Change %
-13.66%
% of All Funds
4.59%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
19
Increased
48
Reduced
66
Closed
42
Calls
$346K
Puts
$57K
Net Calls
+$289K
Net Calls Change
-$1.56M

Top Buyers

1
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$42.2M
2
RHJA
2
Rice Hall James & Associates
California
$22.1M
3
TIM
3
Thornburg Investment Management
New Mexico
$18.6M
4
CB
4
Cooke & Bieler
Pennsylvania
$31.6M
5
CIP
5
Champlain Investment Partners
Vermont
$12.1M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$0
2
State Street
2
State Street
Massachusetts
$65.6M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$6.16M
4
WCM Investment Management
4
WCM Investment Management
California
$0
5
Norges Bank
5
Norges Bank
Norway
$11.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
26
Prudential plc
United Kingdom
$9.96M +$9.96M +189,700 New
Principal Financial Group
27
Principal Financial Group
Iowa
$8.82M -$97.9K -1,864 -1%
Geode Capital Management
28
Geode Capital Management
Massachusetts
$8.33M -$2.16M -41,194 -21%
TCIM
29
TIAA CREF Investment Management
New York
$7.48M +$1.02M +19,457 +16%
Goldman Sachs
30
Goldman Sachs
New York
$7.46M -$496K -9,443 -6%
BGIM
31
Brandywine Global Investment Management
Pennsylvania
$7.43M +$908K +17,290 +14%
DVM
32
Dreman Value Management
Florida
$7.18M +$89.9K +1,711 +1%
MCM
33
Moore Capital Management
New York
$6.57M +$6.57M +125,000 New
Renaissance Technologies
34
Renaissance Technologies
New York
$6.16M -$12.7M -242,300 -67%
Wells Fargo
35
Wells Fargo
California
$5.95M +$5.08M +96,702 +583%
HAM
36
Hillcrest Asset Management
Texas
$5.83M +$5.83M +110,991 New
Morgan Stanley
37
Morgan Stanley
New York
$5.47M +$1.04M +19,761 +23%
BIM
38
BlackRock Investment Management
Delaware
$5.27M +$23.2K +441 +0.4%
NFA
39
Nationwide Fund Advisors
Ohio
$5.25M -$456K -8,684 -8%
GAM
40
Gotham Asset Management
New York
$5.02M -$4.22M -80,302 -46%
Boston Partners
41
Boston Partners
Massachusetts
$4.96M +$2.19M +41,695 +79%
Prudential Financial
42
Prudential Financial
New Jersey
$4.9M -$2.8M -53,257 -36%
Charles Schwab
43
Charles Schwab
California
$4.84M +$4.73K +90 +0.1%
RFC
44
Russell Frank Company
Washington
$4.61M -$4.16M -79,196 -47%
MAA
45
Managed Account Advisors
New Jersey
$3.95M -$127K -2,412 -3%
OCG
46
Opus Capital Group
Ohio
$3.9M -$4.95M -94,312 -56%
OAM
47
Oxford Asset Management
United Kingdom
$3.14M +$3.14M +59,062 New
OSAM
48
O'Shaughnessy Asset Management
Connecticut
$2.96M +$16.2K +310 +0.6%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$2.91M -$2.07M -39,346 -42%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$2.77M -$65.7K -1,250 -2%
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