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Helen of Troy
HELE

Overview Fund Activity

234 hedge funds and large institutions have $2.73B invested in Helen of Troy in 2016 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 84 increasing their positions, 87 reducing their positions, and 26 closing their positions.

Holders
234
Holders Change
+9
Holders Change %
+4%
% of All Funds
6.25%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
38
Increased
84
Reduced
87
Closed
26
Calls
$6.52M
Puts
$3.59M
Net Calls
+$2.93M
Net Calls Change
+$128K

Top Buyers

1
State Street
1
State Street
Massachusetts
$109M
2
GKIM
2
GW&K Investment Management
Massachusetts
$25M
3
MFIMFI
3
Mesirow Financial Investment Management - Fixed Income
Illinois
$22.9M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$39.3M
5
BIT
5
BlackRock Institutional Trust
California
$86M

Top Sellers

1
GT
1
Glenmede Trust
Pennsylvania
$670K
2
BFA
2
BlackRock Fund Advisors
California
$144M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$210M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$207M
5
Ameriprise
5
Ameriprise
Minnesota
$32.8M
Name Market Value Shares Shares
Change 		Shares
Change %
BA
26
Boston Advisors
Massachusetts
$23.1M 224,990 -975 -0.4%
RHJA
27
Rice Hall James & Associates
California
$23.1M 224,344 -3,028 -1%
MFIMFI
28
Mesirow Financial Investment Management - Fixed Income
Illinois
$22.9M 223,076 +204,122 +1,077%
PP
29
Prudential plc
United Kingdom
$22M 213,500 +44,400 +26%
NFA
30
Nationwide Fund Advisors
Ohio
$21.6M 210,419 +30,274 +17%
Schroder Investment Management Group
31
Schroder Investment Management Group
United Kingdom
$21M 204,100 -23,000 -10%
Geode Capital Management
32
Geode Capital Management
Massachusetts
$20.2M 196,055 +3,202 +2%
Renaissance Technologies
33
Renaissance Technologies
New York
$18.3M 178,310 +61,300 +52%
BIM
34
BlackRock Investment Management
Delaware
$17.8M 173,452 +57,651 +50%
EVM
35
Eaton Vance Management
Massachusetts
$17.3M 168,308 -13,223 -7%
VOYA Investment Management
36
VOYA Investment Management
Georgia
$16.3M 158,884 -51,811 -25%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$15.5M 150,737 -48,324 -24%
Loomis, Sayles & Company
38
Loomis, Sayles & Company
Massachusetts
$15.4M 149,620 +19,401 +15%
TA
39
Teachers Advisors
New York
$14.2M 138,305 -1,081 -0.8%
CB
40
Cooke & Bieler
Pennsylvania
$14M 136,322 -48,570 -26%
TCIM
41
TIAA CREF Investment Management
New York
$13.5M 131,177 +2,592 +2%
HW
42
Hancock Whitney
Mississippi
$13.2M 128,050 – –
Charles Schwab
43
Charles Schwab
California
$12.3M 119,916 +6,017 +5%
RIM
44
RS Investment Management
California
$11M 107,440 +107,440 New
OAM
45
Origin Asset Management
United Kingdom
$11M 107,398 +1,100 +1%
Principal Financial Group
46
Principal Financial Group
Iowa
$10.9M 105,840 -94,495 -47%
RIM
47
Rainier Investment Management
Washington
$10.5M 102,150 +23,380 +30%
SFM
48
Systematic Financial Management
New Jersey
$10M 97,642 -2,723 -3%
Morgan Stanley
49
Morgan Stanley
New York
$9.65M 93,792 +37,824 +68%
Goldman Sachs
50
Goldman Sachs
New York
$9.4M 91,436 +71,484 +358%
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