HELE icon

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 %
ZCM
76
Zebra Capital Management
Connecticut
$1.42M -$58.9K -1,192 -4%
MFIMFI
77
Mesirow Financial Investment Management - Fixed Income
Illinois
$1.4M +$1.4M +28,297 New
Arrowstreet Capital
78
Arrowstreet Capital
Massachusetts
$1.39M +$1.39M +28,007 New
MLICM
79
Metropolitan Life Insurance Company (MetLife)
New York
$1.31M – – –
Swiss National Bank
80
Swiss National Bank
Switzerland
$1.31M – – –
LPL Financial
81
LPL Financial
California
$1.29M +$11.9K +242 +0.9%
EI
82
EAM Investors
California
$1.28M +$105K +2,128 +9%
Axa
83
Axa
France
$1.23M -$9.61K -194 -0.8%
AIG
84
American International Group
New York
$1.22M +$5.94K +120 +0.5%
VRS
85
Virginia Retirement Systems
Virginia
$1.2M – – –
ASRS
86
Arizona State Retirement System
Arizona
$1.19M -$144K -2,900 -11%
TIM
87
Thornburg Investment Management
New Mexico
$1.07M +$267K +5,400 +33%
ACA
88
Anchor Capital Advisors
Massachusetts
$1.06M +$69.3K +1,403 +7%
BA
89
BlackRock Advisors
Delaware
$988K +$62.8K +1,272 +7%
Allianz Asset Management
90
Allianz Asset Management
Germany
$956K – – –
AssetMark Inc
91
AssetMark Inc
California
$946K +$87.7K +1,776 +10%
Deutsche Bank
92
Deutsche Bank
Germany
$901K -$1.71M -34,636 -65%
Citigroup
93
Citigroup
New York
$899K -$368K -7,442 -29%
Barclays
94
Barclays
United Kingdom
$859K +$859K +17,517 New
OC
95
Oarsman Capital
Wisconsin
$839K +$13.3K +270 +2%
Bank of Montreal
96
Bank of Montreal
Ontario, Canada
$716K – – –
Susquehanna International Group
97
Susquehanna International Group
Pennsylvania
$693K +$338K +6,817 +95%
NBC
98
Neuberger Berman Canada
Ontario, Canada
$686K +$686K +13,900 New
LSERS
99
Louisiana State Employees Retirement System
Louisiana
$686K +$686K +13,900 New
CAM
100
Capstone Asset Management
Texas
$682K -$130K -2,631 -16%
2 3
4
5 6