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Helen of Troy
HELE

Overview Fund Activity

225 hedge funds and large institutions have $2.77B invested in Helen of Troy in 2016 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 88 increasing their positions, 76 reducing their positions, and 37 closing their positions.

Holders
225
Holders Change
-2
Holders Change %
-0.88%
% of All Funds
6%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
36
Increased
88
Reduced
76
Closed
37
Calls
$5.32M
Puts
$2.52M
Net Calls
+$2.8M
Net Calls Change
+$1.6M

Top Buyers

1
CAM
1
Congress Asset Management
Massachusetts
$35.9M
2
Grantham, Mayo, Van Otterloo & Co (GMO)
2
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$35.8M
3
FMA
3
Fiduciary Management Associates
Illinois
$23.2M
4
WHG
4
Westwood Holdings Group
Texas
$77.3M
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$21.8M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$54M
2
Morgan Stanley
2
Morgan Stanley
New York
$5.8M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$62.7M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$39.3M
5
FA
5
Friess Associates
Delaware
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Schroder Investment Management Group
26
Schroder Investment Management Group
United Kingdom
$23.4M +$6.15M +59,700 +36%
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$23.4M +$3.73M +35,929 +19%
FMA
28
Fiduciary Management Associates
Illinois
$23.2M +$23.2M +223,440 New
VOYA Investment Management
29
VOYA Investment Management
Georgia
$21.8M +$469K +4,520 +2%
Fisher Asset Management
30
Fisher Asset Management
Washington
$21.8M +$21.8M +212,447 New
Principal Financial Group
31
Principal Financial Group
Iowa
$20.8M +$926K +8,934 +5%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$20.6M -$12.2M -117,631 -37%
CB
33
Cooke & Bieler
Pennsylvania
$19.2M -$322K -3,102 -2%
EVM
34
Eaton Vance Management
Massachusetts
$18.8M +$2.37M +22,821 +14%
NFA
35
Nationwide Fund Advisors
Ohio
$18.7M -$3.31M -31,904 -15%
PP
36
Prudential plc
United Kingdom
$17.5M -$342K -3,300 -2%
TA
37
Teachers Advisors
New York
$14.5M +$378K +3,649 +3%
Loomis, Sayles & Company
38
Loomis, Sayles & Company
Massachusetts
$13.5M +$3.28M +31,679 +32%
TCIM
39
TIAA CREF Investment Management
New York
$13.3M -$1.29M -12,406 -9%
Renaissance Technologies
40
Renaissance Technologies
New York
$12.1M +$8.86M +85,400 +270%
BIM
41
BlackRock Investment Management
Delaware
$12M +$258K +2,493 +2%
Charles Schwab
42
Charles Schwab
California
$11.8M +$222K +2,139 +2%
CAM
43
Cortina Asset Management
Wisconsin
$11.7M +$1.36M +13,135 +13%
OAM
44
Origin Asset Management
United Kingdom
$11M +$1.81M +17,470 +20%
CM
45
Castleark Management
Illinois
$10.4M -$4.38M -42,266 -30%
SFM
46
Systematic Financial Management
New Jersey
$10.4M -$294K -2,832 -3%
Manulife (Manufacturers Life Insurance)
47
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.4M +$8.5M +82,465 +447%
AQR Capital Management
48
AQR Capital Management
Connecticut
$10.3M -$1.19M -11,433 -10%
Bank of America
49
Bank of America
North Carolina
$9.32M +$447K +4,307 +5%
HAM
50
Hillcrest Asset Management
Texas
$9.17M +$9.17M +88,392 New
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