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Helen of Troy
HELE

Overview Fund Activity

225 hedge funds and large institutions have $2.34B invested in Helen of Troy in 2017 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 83 increasing their positions, 76 reducing their positions, and 20 closing their positions.

Holders
225
Holders Change
+16
Holders Change %
+7.66%
% of All Funds
5.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
37
Increased
83
Reduced
76
Closed
20
Calls
$2.46M
Puts
$4.11M
Net Calls
-$1.66M
Net Calls Change
+$9.13M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$26.5M
2
FA
2
Friess Associates
Delaware
$12M
3
CIP
3
Champlain Investment Partners
Vermont
$62.2M
4
Deutsche Bank
4
Deutsche Bank
Germany
$17.9M
5
Morgan Stanley
5
Morgan Stanley
New York
$21.8M

Top Sellers

1
RHJA
1
Rice Hall James & Associates
California
$0
2
JIR
2
James Investment Research
Ohio
$2.41M
3
WHG
3
Westwood Holdings Group
Texas
$43.2M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$363M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$143M
Name Holding Trade Value Shares
Change 		Shares
Change %
RhumbLine Advisers
51
RhumbLine Advisers
Massachusetts
$5.93M -$32K -340 -0.5%
Manulife (Manufacturers Life Insurance)
52
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.6M +$5.6M +59,513 +425,093%
FP
53
Foundry Partners
Minnesota
$5.6M +$339K +3,598 +6%
MPM
54
Meritage Portfolio Management
Kansas
$5.58M +$2.81M +29,897 +102%
EAM
55
Eagle Asset Management
Florida
$4.64M +$71.4K +759 +2%
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$4.54M -$657K -6,987 -13%
Swiss National Bank
57
Swiss National Bank
Switzerland
$4.31M – – –
PA
58
Pinnacle Associates
New York
$4.16M -$109K -1,155 -3%
CRC
59
Curi RMB Capital
Illinois
$4.15M +$4.15M +44,090 New
USAA
60
United Services Automobile Association
Texas
$4.06M +$32.9K +350 +0.8%
MLICM
61
Metropolitan Life Insurance Company (MetLife)
New York
$4.05M -$56.1K -596 -1%
ERSOT
62
Employees Retirement System of Texas
Texas
$3.72M – – –
Comerica Bank
63
Comerica Bank
Texas
$3.63M +$679K +6,910 +23%
PPA
64
Parametric Portfolio Associates
Washington
$3.39M -$157K -1,669 -4%
New York State Common Retirement Fund
65
New York State Common Retirement Fund
New York
$3.36M -$56.5K -601 -2%
Grantham, Mayo, Van Otterloo & Co (GMO)
66
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$3.36M -$1.12M -11,915 -25%
OAM
67
Oxford Asset Management
United Kingdom
$3.28M +$2.19M +23,237 +199%
Retirement Systems of Alabama
68
Retirement Systems of Alabama
Alabama
$3.28M +$3.48K +37 +0.1%
RJA
69
Raymond James & Associates
Florida
$3.2M +$2.02M +21,483 +172%
Macquarie Group
70
Macquarie Group
Australia
$3.04M -$932K -9,900 -23%
New York State Teachers Retirement System (NYSTRS)
71
New York State Teachers Retirement System (NYSTRS)
New York
$3M -$18.8K -200 -0.6%
Citadel Advisors
72
Citadel Advisors
Florida
$2.88M +$819K +8,697 +40%
Bessemer Group
73
Bessemer Group
New Jersey
$2.76M – – –
State of Tennessee, Department of Treasury
74
State of Tennessee, Department of Treasury
Tennessee
$2.62M -$1.61M -17,123 -38%
California Public Employees Retirement System
75
California Public Employees Retirement System
California
$2.6M +$65.9K +700 +3%
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