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Helen of Troy
HELE

Overview Fund Activity

181 hedge funds and large institutions have $1.88B invested in Helen of Troy in 2014 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 47 increasing their positions, 72 reducing their positions, and 23 closing their positions.

Holders
181
Holders Change
+19
Holders Change %
+11.73%
% of All Funds
5.23%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
43
Increased
47
Reduced
72
Closed
23
Calls
$3.22M
Puts
$1.2M
Net Calls
+$2.02M
Net Calls Change
+$1.53M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$66M
2
State Street
2
State Street
Massachusetts
$97.2M
3
KCM
3
Kennedy Capital Management
Missouri
$21.9M
4
OCG
4
Opus Capital Group
Ohio
$12.6M
5
FCM
5
Force Capital Management
New York
$9.35M

Top Sellers

1
SHCM
1
Sachem Head Capital Management
New York
$0
2
CWAM
2
Columbia Wanger Asset Management
Illinois
$0
3
Ameriprise
3
Ameriprise
Minnesota
$73.4M
4
CB
4
Cooke & Bieler
Pennsylvania
$14.1M
5
CCMLC
5
Cardinal Capital Management LLC (Connecticut)
Connecticut
$4.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
Barclays
51
Barclays
United Kingdom
$4.09M +$2.88M +41,697 +238%
California State Teachers Retirement System (CalSTRS)
52
California State Teachers Retirement System (CalSTRS)
California
$4.02M +$20.8K +300 +0.5%
PP
53
PDT Partners
New York
$4.01M +$4.01M +57,863 New
Invesco
54
Invesco
Georgia
$4M -$380K -5,485 -9%
Public Sector Pension Investment Board (PSP Investments)
55
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.73M -$1.34M -19,400 -26%
RhumbLine Advisers
56
RhumbLine Advisers
Massachusetts
$3.72M -$192K -2,770 -5%
U
57
UBS
Switzerland
$3.67M +$3.54M +51,173 +2,886%
Boston Partners
58
Boston Partners
Massachusetts
$3.62M -$10.3M -148,626 -74%
LCM
59
LionEye Capital Management
New York
$3.5M +$3.5M +50,577 New
Morgan Stanley
60
Morgan Stanley
New York
$3.46M -$1.01M -14,583 -23%
BG
61
BlackRock Group
United Kingdom
$3.33M -$155K -2,246 -4%
DIA
62
Dean Investment Associates
Ohio
$3.21M -$856K -12,360 -21%
TA
63
Teachers Advisors
New York
$3.2M – – –
CAM
64
ClariVest Asset Management
California
$2.84M +$2.17M +31,350 +324%
GAM
65
Gotham Asset Management
New York
$2.72M -$4.11M -59,433 -60%
ZCM
66
Zebra Capital Management
Connecticut
$2.6M +$603K +8,716 +30%
SH
67
Scepter Holdings
Texas
$2.55M +$2.55M +36,832 New
OSAM
68
O'Shaughnessy Asset Management
Connecticut
$2.46M +$2.46M +35,658 New
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
$2.41M +$1.44M +20,783 +149%
CCMH
70
Cornerstone Capital Management Holdings
New York
$2.32M +$2.32M +33,450 New
State Board of Administration of Florida Retirement System
71
State Board of Administration of Florida Retirement System
Florida
$2.28M +$211K +3,045 +10%
ProShare Advisors
72
ProShare Advisors
Maryland
$2.27M +$2.27M +32,841 New
California Public Employees Retirement System
73
California Public Employees Retirement System
California
$2.27M -$1.55M -23,100 -41%
Swiss National Bank
74
Swiss National Bank
Switzerland
$2.26M +$422K +6,100 +23%
Millennium Management
75
Millennium Management
New York
$2.23M +$2.23M +32,167 New
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