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Helen of Troy
HELE

Overview Fund Activity

234 hedge funds and large institutions have $2.22B invested in Helen of Troy in 2016 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 91 increasing their positions, 81 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
234
Holders Change
–
Holders Change %
0%
% of All Funds
6.25%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
35
Increased
91
Reduced
81
Closed
33
Calls
$3.95M
Puts
$4.07M
Net Calls
-$116K
Net Calls Change
-$3.05M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$24.7M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$45.4M
3
Wells Fargo
3
Wells Fargo
California
$38.1M
4
Citadel Advisors
4
Citadel Advisors
Florida
$10.5M
5
BFA
5
BlackRock Fund Advisors
California
$129M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$4M
2
MFIMFI
2
Mesirow Financial Investment Management - Fixed Income
Illinois
$0
3
Ameriprise
3
Ameriprise
Minnesota
$13.9M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$160M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$29.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
76
US Bancorp
Minnesota
$2.76M +$62.3K +723 +2%
Federated Hermes
77
Federated Hermes
Pennsylvania
$2.73M -$113K -1,312 -4%
California Public Employees Retirement System
78
California Public Employees Retirement System
California
$2.62M -$793K -9,200 -23%
New York State Teachers Retirement System (NYSTRS)
79
New York State Teachers Retirement System (NYSTRS)
New York
$2.61M -$34.5K -400 -1%
Comerica Bank
80
Comerica Bank
Texas
$2.56M +$67.8K +781 +3%
AI
81
Axiom Investors
Connecticut
$2.54M -$2.59M -30,105 -50%
State of Tennessee, Department of Treasury
82
State of Tennessee, Department of Treasury
Tennessee
$2.4M – – –
EAM
83
EULAV Asset Management
Florida
$2.27M – – –
Bessemer Group
84
Bessemer Group
New Jersey
$2.23M +$2.23M +25,862 New
QC
85
Quadrature Capital
United Kingdom
$2.18M +$2.18M +25,324 New
MOACM
86
Mutual of America Capital Management
New York
$1.89M +$77.7K +901 +4%
TPSF
87
Texas Permanent School Fund
Texas
$1.83M -$1.29K -15 -0.1%
BG
88
BlackRock Group
United Kingdom
$1.79M -$23.5K -273 -1%
GF
89
Gerstein Fisher
New York
$1.76M – – –
EA
90
Emerald Acquisition
Washington
$1.73M -$1.51M -17,514 -47%
TC
91
TFS Capital
Pennsylvania
$1.68M +$384K +4,454 +30%
ACA
92
Anchor Capital Advisors
Massachusetts
$1.65M +$28.6K +332 +2%
SCM
93
Suffolk Capital Management
New York
$1.61M +$1.61M +18,674 New
Prudential Financial
94
Prudential Financial
New Jersey
$1.6M +$68.9K +800 +4%
GAM
95
Gotham Asset Management
New York
$1.58M +$646K +7,491 +69%
MAP
96
Moody Aldrich Partners
Massachusetts
$1.58M +$526K +6,100 +50%
UBS AM
97
UBS AM
Illinois
$1.55M -$193K -2,242 -11%
RJA
98
Raymond James & Associates
Florida
$1.51M +$671K +7,791 +80%
OAM
99
Origin Asset Management
United Kingdom
$1.5M -$7.75M -89,958 -84%
State Board of Administration of Florida Retirement System
100
State Board of Administration of Florida Retirement System
Florida
$1.48M -$167K -1,944 -10%
2 3
4
5 6