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Helen of Troy
HELE

Overview Fund Activity

212 hedge funds and large institutions have $2.46B invested in Helen of Troy in 2017 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 84 increasing their positions, 75 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
-13
Holders Change %
-5.78%
% of All Funds
5.29%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
17
Increased
84
Reduced
75
Closed
29
Calls
$4.8M
Puts
$7.94M
Net Calls
-$3.13M
Net Calls Change
-$1.48M

Top Buyers

1
ACH
1
ArrowMark Colorado Holdings
Colorado
$39.7M
2
American Century Companies
2
American Century Companies
Missouri
$23.1M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$390M
4
CB
4
Cooke & Bieler
Pennsylvania
$39.4M
5
O
5
OppenheimerFunds
New York
$12.5M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$2.36M
2
KCM
2
Kennedy Capital Management
Missouri
$16.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$12.4M
4
VRS
4
Virginia Retirement Systems
Virginia
$0
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$27.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$21.3M +$2.39M +24,522 +13%
Bank of America
27
Bank of America
North Carolina
$20.8M +$1.05M +10,849 +5%
GKIM
28
GW&K Investment Management
Massachusetts
$19.4M -$64.4K -665 -0.3%
AQR Capital Management
29
AQR Capital Management
Connecticut
$18.7M -$1.8M -18,540 -9%
Schroder Investment Management Group
30
Schroder Investment Management Group
United Kingdom
$18.5M -$1.37M -14,053 -7%
Charles Schwab
31
Charles Schwab
California
$18.1M +$1.64M +16,929 +10%
FIM
32
Foresters Investment Management
New York
$17.6M +$746K +7,700 +4%
KCM
33
Kennedy Capital Management
Missouri
$16.3M -$10.3M -106,271 -39%
ACA
34
Anchor Capital Advisors
Massachusetts
$15.8M -$169K -1,744 -1%
Public Employees Retirement Association of Colorado
35
Public Employees Retirement Association of Colorado
Colorado
$14.2M +$3.3M +34,100 +30%
Deutsche Bank
36
Deutsche Bank
Germany
$14M -$4.4M -45,420 -24%
Loomis, Sayles & Company
37
Loomis, Sayles & Company
Massachusetts
$14M -$1.25M -12,870 -8%
Prudential Financial
38
Prudential Financial
New Jersey
$12.5M +$845K +8,720 +7%
O
39
OppenheimerFunds
New York
$12.5M +$12.1M +124,514 +2,617%
Morgan Stanley
40
Morgan Stanley
New York
$12.4M -$10M -103,258 -45%
FA
41
Friess Associates
Delaware
$12.3M -$12.6K -130 -0.1%
Principal Financial Group
42
Principal Financial Group
Iowa
$11.3M +$184K +1,895 +2%
TCIM
43
TIAA CREF Investment Management
New York
$11M -$184K -1,898 -2%
SFM
44
Systematic Financial Management
New Jersey
$10M +$71.4K +737 +0.7%
Ameriprise
45
Ameriprise
Minnesota
$8.96M -$349K -3,600 -4%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$8.65M +$16.1K +166 +0.2%
Creative Planning
47
Creative Planning
Kansas
$7.59M +$7.58M +78,200 +61,575%
EAM
48
Eagle Asset Management
Florida
$7.42M +$2.57M +26,065 +53%
Goldman Sachs
49
Goldman Sachs
New York
$7.41M -$796K -8,218 -10%
AIG
50
American International Group
New York
$7.17M +$226K +2,331 +3%
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