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Helen of Troy
HELE

Overview Fund Activity

225 hedge funds and large institutions have $2.34B invested in Helen of Troy in 2017 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 83 increasing their positions, 76 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
+16
Holders Change %
+7.66%
% of All Funds
5.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
37
Increased
83
Reduced
76
Closed
20
Calls
$2.46M
Puts
$4.11M
Net Calls
-$1.66M
Net Calls Change
+$9.13M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$26.5M
2
FA
2
Friess Associates
Delaware
$12M
3
CIP
3
Champlain Investment Partners
Vermont
$62.2M
4
Deutsche Bank
4
Deutsche Bank
Germany
$17.9M
5
Morgan Stanley
5
Morgan Stanley
New York
$21.8M

Top Sellers

1
RHJA
1
Rice Hall James & Associates
California
$0
2
JIR
2
James Investment Research
Ohio
$2.41M
3
WHG
3
Westwood Holdings Group
Texas
$43.2M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$363M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$143M
Name Holding Trade Value Shares
Change 		Shares
Change %
AQR Capital Management
26
AQR Capital Management
Connecticut
$19.9M +$3.09M +32,877 +18%
Bank of America
27
Bank of America
North Carolina
$19.2M +$4.78M +50,788 +33%
Schroder Investment Management Group
28
Schroder Investment Management Group
United Kingdom
$18.9M -$291K -3,138 -2%
GKIM
29
GW&K Investment Management
Massachusetts
$18.9M -$584K -6,206 -3%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$18.3M -$6.05M -64,341 -25%
Deutsche Bank
31
Deutsche Bank
Germany
$17.9M +$9.17M +97,440 +105%
FIM
32
Foresters Investment Management
New York
$16.4M +$216K +2,300 +1%
Charles Schwab
33
Charles Schwab
California
$15.9M +$1.25M +13,242 +8%
ACA
34
Anchor Capital Advisors
Massachusetts
$15.6M -$558K -5,926 -3%
Loomis, Sayles & Company
35
Loomis, Sayles & Company
Massachusetts
$14.8M -$131K -1,394 -0.9%
Renaissance Technologies
36
Renaissance Technologies
New York
$12.7M +$5.02M +53,376 +66%
FA
37
Friess Associates
Delaware
$12M +$12M +127,331 New
Prudential Financial
38
Prudential Financial
New Jersey
$11.3M -$2.41M -25,622 -18%
TCIM
39
TIAA CREF Investment Management
New York
$10.8M -$167K -1,780 -2%
Principal Financial Group
40
Principal Financial Group
Iowa
$10.8M +$417K +4,427 +4%
Public Employees Retirement Association of Colorado
41
Public Employees Retirement Association of Colorado
Colorado
$10.5M – – –
SFM
42
Systematic Financial Management
New Jersey
$9.66M -$817K -8,686 -8%
Ameriprise
43
Ameriprise
Minnesota
$9.04M +$305K +3,242 +3%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$8.39M -$1.49M -15,844 -15%
Goldman Sachs
45
Goldman Sachs
New York
$7.97M +$1.31M +13,907 +20%
AP
46
AHL Partners
United Kingdom
$7.46M +$4.16M +44,259 +126%
VRS
47
Virginia Retirement Systems
Virginia
$7.09M -$311K -3,300 -4%
AIG
48
American International Group
New York
$6.74M +$134K +1,421 +2%
MAM
49
Martingale Asset Management
Massachusetts
$6.54M – – –
NFA
50
Nationwide Fund Advisors
Ohio
$6.09M -$455K -4,836 -7%
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