HELE icon

Helen of Troy
HELE

Overview Fund Activity

234 hedge funds and large institutions have $2.22B invested in Helen of Troy in 2016 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 91 increasing their positions, 81 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
234
Holders Change
–
Holders Change %
0%
% of All Funds
6.25%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
35
Increased
91
Reduced
81
Closed
33
Calls
$3.95M
Puts
$4.07M
Net Calls
-$116K
Net Calls Change
-$3.05M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$24.7M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$45.4M
3
Wells Fargo
3
Wells Fargo
California
$38.1M
4
Citadel Advisors
4
Citadel Advisors
Florida
$10.5M
5
BFA
5
BlackRock Fund Advisors
California
$129M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$4M
2
MFIMFI
2
Mesirow Financial Investment Management - Fixed Income
Illinois
$0
3
Ameriprise
3
Ameriprise
Minnesota
$13.9M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$160M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$29.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
KCM
26
Kennedy Capital Management
Missouri
$19.2M -$2.47M -28,675 -11%
RHJA
27
Rice Hall James & Associates
California
$19.2M -$118K -1,374 -0.6%
BA
28
Boston Advisors
Massachusetts
$18.7M -$664K -7,705 -3%
CB
29
Cooke & Bieler
Pennsylvania
$18.7M +$6.93M +80,388 +59%
NFA
30
Nationwide Fund Advisors
Ohio
$18M -$151K -1,748 -0.8%
Geode Capital Management
31
Geode Capital Management
Massachusetts
$17.5M +$609K +7,073 +4%
Renaissance Technologies
32
Renaissance Technologies
New York
$16.8M +$1.47M +17,100 +10%
TA
33
Teachers Advisors
New York
$15.1M +$3.22M +37,353 +27%
BIM
34
BlackRock Investment Management
Delaware
$14.9M -$74.5K -864 -0.5%
Morgan Stanley
35
Morgan Stanley
New York
$14.7M +$6.66M +77,287 +82%
Deutsche Bank
36
Deutsche Bank
Germany
$14.3M +$7.95M +92,326 +126%
Loomis, Sayles & Company
37
Loomis, Sayles & Company
Massachusetts
$14.2M +$1.27M +14,758 +10%
Ameriprise
38
Ameriprise
Minnesota
$13.9M -$13.6M -157,976 -50%
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$13.4M +$439K +5,098 +3%
Charles Schwab
40
Charles Schwab
California
$10.9M +$521K +6,048 +5%
Citadel Advisors
41
Citadel Advisors
Florida
$10.5M +$9.8M +113,775 +1,450%
HW
42
Hancock Whitney
Mississippi
$10.3M -$732K -8,490 -7%
FIM
43
Foresters Investment Management
New York
$9.98M +$2.3M +26,750 +30%
Principal Financial Group
44
Principal Financial Group
Iowa
$9.52M +$402K +4,661 +4%
AQR Capital Management
45
AQR Capital Management
Connecticut
$8.99M +$2.04M +23,640 +29%
SFM
46
Systematic Financial Management
New Jersey
$8.17M -$242K -2,803 -3%
EVM
47
Eaton Vance Management
Massachusetts
$8.13M -$6.37M -73,960 -44%
Bank of America
48
Bank of America
North Carolina
$7.98M +$1.39M +16,090 +21%
RIM
49
Rainier Investment Management
Washington
$7.38M -$1.43M -16,560 -16%
MPM
50
Meritage Portfolio Management
Kansas
$7.06M -$35.1K -407 -0.5%
1
2
3 4 5