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Helen of Troy
HELE

Overview Fund Activity

162 hedge funds and large institutions have $1.41B invested in Helen of Troy in 2013 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 57 increasing their positions, 53 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
+3
Holders Change %
+1.89%
% of All Funds
4.71%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
21
Increased
57
Reduced
53
Closed
17
Calls
$1.09M
Puts
$599K
Net Calls
+$495K
Net Calls Change
+$967K

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$27.3M
2
Ameriprise
2
Ameriprise
Minnesota
$62M
3
EARNEST Partners
3
EARNEST Partners
Georgia
$10.5M
4
KCM
4
Kennedy Capital Management
Missouri
$5.19M
5
BNP Paribas Asset Management
5
BNP Paribas Asset Management
France
$4.01M

Top Sellers

1
CWAM
1
Columbia Wanger Asset Management
Illinois
$52.6M
2
State Street
2
State Street
Massachusetts
$51.4M
3
TC
3
TFS Capital
Pennsylvania
$1.87M
4
CIP
4
Chartwell Investment Partners
Pennsylvania
$12.9M
5
LCM
5
Lafitte Capital Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Invesco
51
Invesco
Georgia
$3.12M +$684K +13,853 +28%
PPA
52
Parametric Portfolio Associates
Washington
$2.92M +$54.6K +1,106 +2%
DIA
53
Dean Investment Associates
Ohio
$2.9M -$10.5K -213 -0.4%
KCM
54
Keane Capital Management
North Carolina
$2.88M – – –
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$2.86M +$14.9K +300 +0.5%
AllianceBernstein
56
AllianceBernstein
Tennessee
$2.81M -$1.73K -35 -0.1%
MAA
57
Managed Account Advisors
New Jersey
$2.81M +$173K +3,512 +7%
California Public Employees Retirement System
58
California Public Employees Retirement System
California
$2.81M +$37.3K +755 +1%
RhumbLine Advisers
59
RhumbLine Advisers
Massachusetts
$2.8M -$144K -2,900 -5%
Renaissance Technologies
60
Renaissance Technologies
New York
$2.74M -$786K -15,910 -22%
MPAM
61
Monarch Partners Asset Management
Massachusetts
$2.68M +$2.68M +54,094 New
First Trust Advisors
62
First Trust Advisors
Illinois
$2.5M +$531K +10,750 +27%
BG
63
BlackRock Group
United Kingdom
$2.49M +$195K +3,948 +9%
VOYA Investment Management
64
VOYA Investment Management
Georgia
$2.35M – – –
TA
65
Teachers Advisors
New York
$2.29M +$95.6K +1,930 +4%
TC
66
TFS Capital
Pennsylvania
$1.87M -$5.88M -119,041 -76%
KeyBank National Association
67
KeyBank National Association
Ohio
$1.71M +$110K +2,237 +7%
New York State Teachers Retirement System (NYSTRS)
68
New York State Teachers Retirement System (NYSTRS)
New York
$1.7M -$69.1K -1,400 -4%
TPSF
69
Texas Permanent School Fund
Texas
$1.57M -$6.78K -137 -0.4%
Bank of America
70
Bank of America
North Carolina
$1.56M +$274K +5,546 +21%
LG
71
Leuthold Group
Minnesota
$1.55M -$10.3K -209 -0.7%
Comerica Bank
72
Comerica Bank
Texas
$1.55M -$59.9K -1,213 -4%
State of Tennessee, Department of Treasury
73
State of Tennessee, Department of Treasury
Tennessee
$1.55M -$119K -2,400 -7%
Wells Fargo
74
Wells Fargo
California
$1.54M +$319K +6,472 +26%
State Board of Administration of Florida Retirement System
75
State Board of Administration of Florida Retirement System
Florida
$1.48M – – –
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3
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