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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 %
BG
76
BlackRock Group
United Kingdom
$3.55M -$1.32K -14 -0%
FAM
77
Fred Alger Management
New York
$3.54M -$1.92M -20,376 -35%
CG
78
Clinton Group
New York
$3.49M +$3.49M +37,070 New
Swiss National Bank
79
Swiss National Bank
Switzerland
$3.47M – – –
Comerica Bank
80
Comerica Bank
Texas
$3.38M -$18.9K -216 -0.6%
PPA
81
Parametric Portfolio Associates
Washington
$3.38M +$815K +8,647 +32%
Federated Hermes
82
Federated Hermes
Pennsylvania
$3.14M +$1.05M +11,160 +50%
First Trust Advisors
83
First Trust Advisors
Illinois
$3.07M -$158K -1,672 -5%
CSS
84
Cubist Systematic Strategies
Connecticut
$3.04M +$3.04M +32,265 New
Renaissance Technologies
85
Renaissance Technologies
New York
$2.98M +$2.98M +31,610 New
CIG
86
Consolidated Investment Group
Colorado
$2.96M – – –
CIP
87
Convergence Investment Partners
Florida
$2.83M +$488K +5,174 +21%
GC
88
Grace Capital
Massachusetts
$2.82M +$2.82M +29,902 New
ANBT
89
American National Bank & Trust
Texas
$2.76M -$332K -3,528 -11%
OCG
90
Opus Capital Group
Ohio
$2.74M -$1.92M -20,385 -41%
GIM
91
Goelzer Investment Management
Indiana
$2.71M -$1.14M -12,131 -30%
New York State Common Retirement Fund
92
New York State Common Retirement Fund
New York
$2.61M +$160K +1,700 +7%
Susquehanna International Group
93
Susquehanna International Group
Pennsylvania
$2.59M -$468K -4,961 -15%
Macquarie Group
94
Macquarie Group
Australia
$2.52M +$1.84M +19,500 +271%
CPIM
95
Columbia Partners Investment Management
Virginia
$2.42M +$377K +3,996 +18%
TAM
96
THB Asset Management
Connecticut
$2.33M -$2.69M -28,591 -54%
TPSF
97
Texas Permanent School Fund
Texas
$2.21M -$21.4K -227 -1%
Boston Partners
98
Boston Partners
Massachusetts
$2.21M – – –
RFC
99
Regions Financial Corp
Alabama
$2.15M -$206K -2,188 -9%
TI
100
Trexquant Investment
Connecticut
$2.15M +$2.15M +22,756 New
2 3
4
5 6