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Helen of Troy
HELE

147 hedge funds and large institutions have $996M invested in Helen of Troy in 2013 Q2 according to their latest regulatory filings, with 147 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

56% less call options, than puts

Call options by funds: $679K | Put options by funds: $1.55M

Holders
147
Holders Change
+147
Holders Change %
–
% of All Funds
4.8%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
% of All Funds
0.13%
New
147
Increased
–
Reduced
–
Closed
–
Calls
$679K
Puts
$1.55M
Net Calls
-$871K
Net Calls Change
-$871K

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
PPA
51
Parametric Portfolio Associates
Washington
$1.89M +$1.87M +49,288 New
VOYA Investment Management
52
VOYA Investment Management
Georgia
$1.82M +$1.8M +47,393 New
Invesco
53
Invesco
Georgia
$1.79M +$1.78M +46,781 New
Deutsche Bank
54
Deutsche Bank
Germany
$1.7M +$1.68M +44,232 New
California Public Employees Retirement System
55
California Public Employees Retirement System
California
$1.69M +$1.67M +43,945 New
TA
56
Teachers Advisors
New York
$1.63M +$1.62M +42,588 New
BG
57
BlackRock Group
United Kingdom
$1.57M +$1.56M +41,016 New
New York State Teachers Retirement System (NYSTRS)
58
New York State Teachers Retirement System (NYSTRS)
New York
$1.49M +$1.47M +38,804 New
TC
59
TFS Capital
Pennsylvania
$1.44M +$1.43M +37,608 New
ZCM
60
Zebra Capital Management
Connecticut
$1.4M +$1.38M +36,362 New
TPSF
61
Texas Permanent School Fund
Texas
$1.37M +$1.36M +35,772 New
State Board of Administration of Florida Retirement System
62
State Board of Administration of Florida Retirement System
Florida
$1.35M +$1.34M +35,325 New
RA
63
Royce & Associates
New York
$1.34M +$1.33M +35,000 New
Comerica Bank
64
Comerica Bank
Texas
$1.28M +$1.27M +33,330 New
First Trust Advisors
65
First Trust Advisors
Illinois
$1.21M +$1.2M +31,472 New
LG
66
Leuthold Group
Minnesota
$1.2M +$1.19M +31,262 New
Citigroup
67
Citigroup
New York
$1.17M +$1.15M +30,399 New
UBS AM
68
UBS AM
Illinois
$1.12M +$1.11M +29,250 New
ASRS
69
Arizona State Retirement System
Arizona
$1.08M +$1.07M +28,260 New
Swiss National Bank
70
Swiss National Bank
Switzerland
$1.07M +$1.06M +27,900 New
MLICM
71
Metropolitan Life Insurance Company (MetLife)
New York
$1.02M +$1.01M +26,510 New
Axa
72
Axa
France
$1M +$991K +26,099 New
LPL Financial
73
LPL Financial
California
$994K +$984K +25,895 New
VRS
74
Virginia Retirement Systems
Virginia
$963K +$953K +25,100 New
AIG
75
American International Group
New York
$943K +$933K +24,564 New
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HELE Hedge Fund Activity: Q2 2013 in Review

147 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Helen of Troy (HELE) for Q2 2013, worth a combined $996M.

Buyers outnumbered sellers: 147 funds opened new HELE positions and 0 closed out — a net gain of 147 holders — while 0 added to existing stakes and 0 trimmed.

  • 147 institutional investors held Helen of Troy (HELE) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $996M of Helen of Troy stock for Q2 2013.
  • 147 funds opened new Helen of Troy positions in Q2 2013 and 0 closed out, a net change of +147 holders.

Based on aggregated 13F filings for Q2 2013.