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Helen of Troy
HELE

Overview Fund Activity

227 hedge funds and large institutions have $2.54B invested in Helen of Troy in 2015 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 81 increasing their positions, 74 reducing their positions, and 16 closing their positions.

Holders
227
Holders Change
+28
Holders Change %
+14.07%
% of All Funds
5.96%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
46
Increased
81
Reduced
74
Closed
16
Calls
$3.62M
Puts
$2.42M
Net Calls
+$1.2M
Net Calls Change
+$39K

Top Buyers

1
WHG
1
Westwood Holdings Group
Texas
$50.2M
2
BA
2
Boston Advisors
Massachusetts
$22.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$22.2M
4
EVM
4
Eaton Vance Management
Massachusetts
$15M
5
NFA
5
Nationwide Fund Advisors
Ohio
$20M

Top Sellers

1
State Street
1
State Street
Massachusetts
$77.1M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$73M
3
GAM
3
Gotham Asset Management
New York
$1.16M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$216M
5
American Century Companies
5
American Century Companies
Missouri
$11.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAM
51
Origin Asset Management
United Kingdom
$8.37M -$207K -2,200 -2%
Allianz Asset Management
52
Allianz Asset Management
Germany
$8.33M +$501K +5,320 +6%
Grantham, Mayo, Van Otterloo & Co (GMO)
53
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$8.27M +$1.28M +13,600 +18%
Bank of America
54
Bank of America
North Carolina
$8.07M +$763K +8,097 +10%
USAA
55
United Services Automobile Association
Texas
$7.99M -$6.66M -70,640 -45%
MPM
56
Meritage Portfolio Management
Kansas
$7.95M +$3.26M +34,554 +69%
Franklin Resources
57
Franklin Resources
California
$7.16M – – –
Goldman Sachs
58
Goldman Sachs
New York
$7.03M +$4.76M +50,447 +209%
Prudential Financial
59
Prudential Financial
New Jersey
$6.36M -$729K -7,730 -10%
LPL Financial
60
LPL Financial
California
$5.69M +$2.58M +29,130 +83%
Barclays
61
Barclays
United Kingdom
$5.35M +$3.48M +37,071 +187%
California Public Employees Retirement System
62
California Public Employees Retirement System
California
$5.33M +$160K +1,700 +3%
FIM
63
Foresters Investment Management
New York
$5.18M – – –
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$4.98M +$84.8K +900 +2%
Deutsche Bank
65
Deutsche Bank
Germany
$4.92M -$738K -7,829 -13%
Axa
66
Axa
France
$4.87M -$1.3M -13,800 -21%
State of Tennessee, Department of Treasury
67
State of Tennessee, Department of Treasury
Tennessee
$4.7M +$2.08M +22,100 +79%
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$4.47M +$98K +1,040 +2%
QI
69
QS Investors
New York
$4.36M +$4.36M +46,245 New
ICM
70
IronBridge Capital Management
Illinois
$4.36M +$168K +1,780 +4%
New York State Teachers Retirement System (NYSTRS)
71
New York State Teachers Retirement System (NYSTRS)
New York
$4.27M -$5.09K -54 -0.1%
CS
72
Credit Suisse
Switzerland
$4.13M +$60.9K +646 +1%
DVM
73
Dreman Value Management
Florida
$4.04M -$3.99M -42,327 -50%
SEI Investments
74
SEI Investments
Pennsylvania
$3.94M +$2.56M +27,177 +185%
AI
75
Axiom Investors
Connecticut
$3.74M +$3.74M +39,638 New
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