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Helen of Troy
HELE

Overview Fund Activity

199 hedge funds and large institutions have $2.43B invested in Helen of Troy in 2015 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 85 increasing their positions, 75 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
-19
Holders Change %
-8.72%
% of All Funds
5.56%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
19
Increased
85
Reduced
75
Closed
36
Calls
$3.41M
Puts
$2.25M
Net Calls
+$1.16M
Net Calls Change
+$672K

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$19.8M
2
State Street
2
State Street
Massachusetts
$117M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$194M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$17.9M
5
Invesco
5
Invesco
Georgia
$59M

Top Sellers

1
Prudential Financial
1
Prudential Financial
New Jersey
$6.71M
2
FWIA
2
Fort Washington Investment Advisors
Ohio
$0
3
Two Sigma Investments
3
Two Sigma Investments
New York
$0
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$110M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VOYA Investment Management
26
VOYA Investment Management
Georgia
$17.9M +$15.9M +178,433 +805%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$17.5M +$2.11M +23,650 +14%
Principal Financial Group
28
Principal Financial Group
Iowa
$16.7M +$1.66M +18,583 +11%
CM
29
Castleark Management
Illinois
$15.7M +$382K +4,283 +2%
PP
30
Prudential plc
United Kingdom
$15M -$982K -11,000 -6%
FA
31
Friess Associates
Delaware
$14.3M +$16.1K +180 +0.1%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$13.9M +$11.7M +130,482 +514%
USAA
33
United Services Automobile Association
Texas
$13.9M -$2.88M -32,250 -17%
TCIM
34
TIAA CREF Investment Management
New York
$12.5M -$304K -3,404 -2%
WHG
35
Westwood Holdings Group
Texas
$12.3M +$12.3M +138,254 New
SFM
36
Systematic Financial Management
New Jersey
$12M -$2.91M -32,616 -19%
Schroder Investment Management Group
37
Schroder Investment Management Group
United Kingdom
$11.3M +$11.3M +126,100 New
HW
38
Hancock Whitney
Mississippi
$11.1M +$62.5K +700 +0.6%
TA
39
Teachers Advisors
New York
$10.6M +$6.88M +77,042 +183%
AQR Capital Management
40
AQR Capital Management
Connecticut
$10.1M +$1.87M +20,903 +23%
BIM
41
BlackRock Investment Management
Delaware
$10.1M +$2.14K +24 +0%
HAM
42
Hillcrest Asset Management
Texas
$10M +$12.5K +140 +0.1%
Charles Schwab
43
Charles Schwab
California
$9.9M +$287K +3,216 +3%
NC
44
Northpointe Capital
Michigan
$9.13M +$904K +10,118 +11%
NFA
45
Nationwide Fund Advisors
Ohio
$8.4M -$590K -6,607 -7%
CAM
46
Cortina Asset Management
Wisconsin
$8.21M +$4.77M +53,451 +139%
OAM
47
Origin Asset Management
United Kingdom
$8.13M -$457K -5,121 -5%
SCM
48
Snyder Capital Management
California
$7.69M +$7.69M +86,087 New
DVM
49
Dreman Value Management
Florida
$7.6M -$2.26M -25,317 -23%
Allianz Asset Management
50
Allianz Asset Management
Germany
$7.42M -$1.69M -18,882 -19%
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