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Helen of Troy
HELE

Overview Fund Activity

209 hedge funds and large institutions have $2.33B invested in Helen of Troy in 2017 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 66 increasing their positions, 86 reducing their positions, and 21 closing their positions.

Holders
209
Holders Change
+2
Holders Change %
+0.97%
% of All Funds
5.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
66
Reduced
86
Closed
21
Calls
$3.32M
Puts
$14.1M
Net Calls
-$10.8M
Net Calls Change
+$2.03M

Top Buyers

1
BlackRock
1
BlackRock
New York
$264M
2
GT
2
Glenmede Trust
Pennsylvania
$36.3M
3
ACA
3
Anchor Capital Advisors
Massachusetts
$16.1M
4
CIP
4
Champlain Investment Partners
Vermont
$50.5M
5
Public Employees Retirement Association of Colorado
5
Public Employees Retirement Association of Colorado
Colorado
$10.6M

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$43.1M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$375M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$2.47M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$0
5
Grantham, Mayo, Van Otterloo & Co (GMO)
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$4.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
Schroder Investment Management Group
26
Schroder Investment Management Group
United Kingdom
$19.5M -$2.15M -22,775 -10%
GKIM
27
GW&K Investment Management
Massachusetts
$19.5M +$375K +3,986 +2%
AQR Capital Management
28
AQR Capital Management
Connecticut
$16.9M +$3.67M +38,969 +28%
FIM
29
Foresters Investment Management
New York
$16.2M +$5.26M +55,800 +48%
ACA
30
Anchor Capital Advisors
Massachusetts
$16.1M +$14.4M +153,001 +840%
JIR
31
James Investment Research
Ohio
$16.1M -$469K -4,979 -3%
Loomis, Sayles & Company
32
Loomis, Sayles & Company
Massachusetts
$15M -$283K -3,005 -2%
Morgan Stanley
33
Morgan Stanley
New York
$14.7M -$6.79M -72,059 -32%
Charles Schwab
34
Charles Schwab
California
$14.7M +$1.26M +13,375 +9%
Bank of America
35
Bank of America
North Carolina
$14.4M +$7.69M +81,660 +115%
Prudential Financial
36
Prudential Financial
New Jersey
$13.8M +$7.32M +77,700 +113%
TCIM
37
TIAA CREF Investment Management
New York
$11M +$757K +8,035 +7%
Public Employees Retirement Association of Colorado
38
Public Employees Retirement Association of Colorado
Colorado
$10.6M +$10M +106,434 +1,884%
SFM
39
Systematic Financial Management
New Jersey
$10.5M -$401K -4,253 -4%
Principal Financial Group
40
Principal Financial Group
Iowa
$10.4M -$55.9K -593 -0.5%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$9.89M -$6.86M -72,875 -41%
Ameriprise
42
Ameriprise
Minnesota
$8.74M +$1.83M +19,418 +26%
Deutsche Bank
43
Deutsche Bank
Germany
$8.72M -$2.74M -29,069 -24%
Renaissance Technologies
44
Renaissance Technologies
New York
$7.67M +$18.8K +200 +0.2%
VRS
45
Virginia Retirement Systems
Virginia
$7.4M +$75.4K +800 +1%
Skandinaviska Enskilda Banken (SEB)
46
Skandinaviska Enskilda Banken (SEB)
Sweden
$7.26M +$7.26M +77,100 New
AllianceBernstein
47
AllianceBernstein
Tennessee
$6.71M +$2.32M +24,638 +53%
Goldman Sachs
48
Goldman Sachs
New York
$6.67M -$3.85M -40,891 -37%
AIG
49
American International Group
New York
$6.62M +$108K +1,146 +2%
NFA
50
Nationwide Fund Advisors
Ohio
$6.55M -$93.7K -995 -1%
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