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Helen of Troy
HELE

Overview Fund Activity

212 hedge funds and large institutions have $2.46B invested in Helen of Troy in 2017 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 84 increasing their positions, 75 reducing their positions, and 29 closing their positions.

Holders
212
Holders Change
-13
Holders Change %
-5.78%
% of All Funds
5.29%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
17
Increased
84
Reduced
75
Closed
29
Calls
$4.8M
Puts
$7.94M
Net Calls
-$3.13M
Net Calls Change
-$1.48M

Top Buyers

1
ACH
1
ArrowMark Colorado Holdings
Colorado
$39.7M
2
American Century Companies
2
American Century Companies
Missouri
$23.1M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$390M
4
CB
4
Cooke & Bieler
Pennsylvania
$39.4M
5
O
5
OppenheimerFunds
New York
$12.5M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$2.36M
2
KCM
2
Kennedy Capital Management
Missouri
$16.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$12.4M
4
VRS
4
Virginia Retirement Systems
Virginia
$0
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$27.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
51
Martingale Asset Management
Massachusetts
$6.76M +$19.6K +202 +0.3%
BC
52
Burney Company
Virginia
$6.43M +$5.83M +59,935 +973%
FP
53
Foundry Partners
Minnesota
$6.22M +$453K +4,672 +8%
NFA
54
Nationwide Fund Advisors
Ohio
$6.17M -$99.8K -1,030 -2%
RhumbLine Advisers
55
RhumbLine Advisers
Massachusetts
$6.12M +$13.4K +138 +0.2%
MPM
56
Meritage Portfolio Management
Kansas
$5.79M +$42.6K +440 +0.7%
Manulife (Manufacturers Life Insurance)
57
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.76M -$7.07K -73 -0.1%
Swiss National Bank
58
Swiss National Bank
Switzerland
$4.44M – – –
CRC
59
Curi RMB Capital
Illinois
$4.27M – – –
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$4.23M -$448K -4,620 -10%
USAA
61
United Services Automobile Association
Texas
$4.19M +$11.9K +123 +0.3%
MLICM
62
Metropolitan Life Insurance Company (MetLife)
New York
$4.13M -$37.5K -387 -0.9%
PA
63
Pinnacle Associates
New York
$4.1M -$182K -1,880 -4%
PPA
64
Parametric Portfolio Associates
Washington
$4.01M +$527K +5,437 +15%
CS
65
Credit Suisse
Switzerland
$3.86M +$1.86M +19,161 +93%
ERSOT
66
Employees Retirement System of Texas
Texas
$3.83M – – –
New York State Common Retirement Fund
67
New York State Common Retirement Fund
New York
$3.54M +$77.5K +800 +2%
Retirement Systems of Alabama
68
Retirement Systems of Alabama
Alabama
$3.4M +$24.2K +250 +0.7%
JIR
69
James Investment Research
Ohio
$3.4M +$916K +9,456 +37%
Macquarie Group
70
Macquarie Group
Australia
$3.13M – – –
New York State Teachers Retirement System (NYSTRS)
71
New York State Teachers Retirement System (NYSTRS)
New York
$3.08M – – –
OAM
72
Oxford Asset Management
United Kingdom
$2.99M -$405K -4,159 -12%
California Public Employees Retirement System
73
California Public Employees Retirement System
California
$2.99M +$314K +3,236 +12%
Grantham, Mayo, Van Otterloo & Co (GMO)
74
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.9M -$552K -5,700 -16%
Bessemer Group
75
Bessemer Group
New Jersey
$2.84M – – –
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