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Helen of Troy
HELE

Overview Fund Activity

207 hedge funds and large institutions have $2.11B invested in Helen of Troy in 2016 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 69 increasing their positions, 74 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
-27
Holders Change %
-11.54%
% of All Funds
5.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
31
Increased
69
Reduced
74
Closed
55
Calls
$2.55M
Puts
$15.4M
Net Calls
-$12.8M
Net Calls Change
-$12.7M

Top Buyers

1
CIP
1
Champlain Investment Partners
Vermont
$34.1M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$68.5M
3
BFA
3
BlackRock Fund Advisors
California
$140M
4
Wells Fargo
4
Wells Fargo
California
$47.9M
5
PP
5
Prudential plc
United Kingdom
$34.4M

Top Sellers

1
CAM
1
Congress Asset Management
Massachusetts
$0
2
Northern Trust
2
Northern Trust
Illinois
$57.6M
3
BA
3
Boston Advisors
Massachusetts
$0
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$141M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$13.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
RHJA
26
Rice Hall James & Associates
California
$18.4M -$403K -4,768 -2%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$18.3M +$1.17M +13,872 +7%
GKIM
28
GW&K Investment Management
Massachusetts
$17.1M -$3M -35,578 -15%
TA
29
Teachers Advisors
New York
$17.1M +$2.23M +26,431 +15%
BIM
30
BlackRock Investment Management
Delaware
$15.7M +$1.17M +13,886 +8%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$15M -$14.1M -167,335 -48%
JIR
32
James Investment Research
Ohio
$14.8M -$11.7M -138,308 -44%
Loomis, Sayles & Company
33
Loomis, Sayles & Company
Massachusetts
$13.7M -$219K -2,591 -2%
Grantham, Mayo, Van Otterloo & Co (GMO)
34
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$13.6M -$15.4M -182,843 -53%
Charles Schwab
35
Charles Schwab
California
$12.1M +$1.42M +16,870 +13%
AQR Capital Management
36
AQR Capital Management
Connecticut
$11.8M +$3.02M +35,771 +34%
Two Sigma Investments
37
Two Sigma Investments
New York
$10.9M +$4.65M +55,056 +74%
Citadel Advisors
38
Citadel Advisors
Florida
$10.8M +$525K +6,216 +5%
Deutsche Bank
39
Deutsche Bank
Germany
$10.3M -$3.71M -43,964 -27%
FIM
40
Foresters Investment Management
New York
$9.8M – – –
SFM
41
Systematic Financial Management
New Jersey
$9.76M +$1.75M +20,712 +22%
Goldman Sachs
42
Goldman Sachs
New York
$9.43M -$14.8M -175,206 -61%
Principal Financial Group
43
Principal Financial Group
Iowa
$9.36M +$26.6K +315 +0.3%
TCIM
44
TIAA CREF Investment Management
New York
$9.2M -$501K -5,930 -5%
Two Sigma Advisers
45
Two Sigma Advisers
New York
$6.89M +$6.03M +71,400 +698%
Renaissance Technologies
46
Renaissance Technologies
New York
$6.86M -$9.64M -114,200 -58%
VRS
47
Virginia Retirement Systems
Virginia
$6.57M +$118K +1,400 +2%
ICM
48
IronBridge Capital Management
Illinois
$6.37M +$1.4M +16,540 +28%
Ameriprise
49
Ameriprise
Minnesota
$6.2M -$7.4M -87,583 -54%
Bank of America
50
Bank of America
North Carolina
$6.02M -$1.8M -21,324 -23%
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