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Helen of Troy
HELE

Overview Fund Activity

186 hedge funds and large institutions have $2.2B invested in Helen of Troy in 2015 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 67 increasing their positions, 67 reducing their positions, and 18 closing their positions.

Holders
186
Holders Change
+11
Holders Change %
+6.29%
% of All Funds
4.96%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
31
Increased
67
Reduced
67
Closed
18
Calls
$3.8M
Puts
$1.13M
Net Calls
+$2.66M
Net Calls Change
+$2.59M

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$61.7M
2
CM
2
Castleark Management
Illinois
$23.4M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$19.1M
4
State Street
4
State Street
Massachusetts
$107M
5
FA
5
Friess Associates
Delaware
$13M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$58.7M
2
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$16.2M
3
TIM
3
Thornburg Investment Management
New Mexico
$12.3M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$136M
5
CB
5
Cooke & Bieler
Pennsylvania
$24.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Hotchkis & Wiley Capital Management
26
Hotchkis & Wiley Capital Management
California
$16.2M -$27.7M -340,000 -63%
PP
27
Prudential plc
United Kingdom
$15.4M -$1.14M -14,000 -7%
Principal Financial Group
28
Principal Financial Group
Iowa
$13.9M +$336K +4,124 +2%
Geode Capital Management
29
Geode Capital Management
Massachusetts
$13.7M +$573K +7,035 +4%
FA
30
Friess Associates
Delaware
$13M +$13M +160,000 New
DVM
31
Dreman Value Management
Florida
$12.8M +$990K +12,144 +8%
SFM
32
Systematic Financial Management
New Jersey
$12.5M -$487K -5,973 -4%
Morgan Stanley
33
Morgan Stanley
New York
$12.4M +$2.41M +29,552 +24%
TIM
34
Thornburg Investment Management
New Mexico
$12.3M -$17.5M -215,090 -59%
Wells Fargo
35
Wells Fargo
California
$11.9M +$2.9M +35,621 +32%
BGIM
36
Brandywine Global Investment Management
Pennsylvania
$11.5M – – –
TCIM
37
TIAA CREF Investment Management
New York
$11M -$169K -2,078 -2%
HW
38
Hancock Whitney
Mississippi
$10.1M -$773K -9,480 -7%
Invesco
39
Invesco
Georgia
$9.41M +$5.47M +67,099 +139%
JIR
40
James Investment Research
Ohio
$9.19M +$7.7M +94,451 +516%
HAM
41
Hillcrest Asset Management
Texas
$9.13M +$2.85K +35 +0%
OAM
42
Origin Asset Management
United Kingdom
$8.81M -$133K -1,628 -1%
Charles Schwab
43
Charles Schwab
California
$8.35M +$589K +7,222 +8%
BIM
44
BlackRock Investment Management
Delaware
$8.21M +$96.8K +1,188 +1%
AIM
45
Artemis Investment Management
United Kingdom
$7.69M +$7.69M +94,301 New
Franklin Resources
46
Franklin Resources
California
$7.46M +$1.39M +17,100 +23%
Goldman Sachs
47
Goldman Sachs
New York
$7.43M -$2.14M -26,209 -22%
NFA
48
Nationwide Fund Advisors
Ohio
$6.83M -$578K -7,088 -8%
AQR Capital Management
49
AQR Capital Management
Connecticut
$6.28M +$2.95M +36,207 +89%
AP
50
AHL Partners
United Kingdom
$6.02M +$1.77M +21,722 +42%
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