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Helen of Troy
HELE

Overview Fund Activity

207 hedge funds and large institutions have $2.11B invested in Helen of Troy in 2016 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 69 increasing their positions, 74 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
-27
Holders Change %
-11.54%
% of All Funds
5.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
31
Increased
69
Reduced
74
Closed
55
Calls
$2.55M
Puts
$15.4M
Net Calls
-$12.8M
Net Calls Change
-$12.7M

Top Buyers

1
CIP
1
Champlain Investment Partners
Vermont
$34.1M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$68.5M
3
BFA
3
BlackRock Fund Advisors
California
$140M
4
Wells Fargo
4
Wells Fargo
California
$47.9M
5
PP
5
Prudential plc
United Kingdom
$34.4M

Top Sellers

1
CAM
1
Congress Asset Management
Massachusetts
$0
2
Northern Trust
2
Northern Trust
Illinois
$57.6M
3
BA
3
Boston Advisors
Massachusetts
$0
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$141M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$13.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Comerica Bank
76
Comerica Bank
Texas
$2.75M +$32.8K +356 +1%
UBS Group
77
UBS Group
Switzerland
$2.73M +$2.47M +29,259 +962%
New York State Teachers Retirement System (NYSTRS)
78
New York State Teachers Retirement System (NYSTRS)
New York
$2.49M -$67.6K -800 -3%
Bessemer Group
79
Bessemer Group
New Jersey
$2.47M +$290K +3,438 +13%
State of Tennessee, Department of Treasury
80
State of Tennessee, Department of Treasury
Tennessee
$2.35M – – –
EAM
81
EULAV Asset Management
Florida
$2.22M – – –
California Public Employees Retirement System
82
California Public Employees Retirement System
California
$2.2M -$372K -4,400 -14%
AI
83
Axiom Investors
Connecticut
$2.03M -$464K -5,488 -19%
MOACM
84
Mutual of America Capital Management
New York
$1.87M +$21.6K +256 +1%
BG
85
BlackRock Group
United Kingdom
$1.87M +$114K +1,344 +6%
TPSF
86
Texas Permanent School Fund
Texas
$1.72M -$73.8K -874 -4%
PSUF
87
People's United Financial
Connecticut
$1.61M +$1.61M +19,042 New
ZCM
88
Zebra Capital Management
Connecticut
$1.55M +$1.55M +18,400 New
ACA
89
Anchor Capital Advisors
Massachusetts
$1.54M -$78.3K -927 -5%
State Board of Administration of Florida Retirement System
90
State Board of Administration of Florida Retirement System
Florida
$1.47M +$13.5K +160 +0.9%
PP
91
Paloma Partners
Connecticut
$1.44M +$159K +1,883 +12%
RJA
92
Raymond James & Associates
Florida
$1.43M -$53.2K -630 -4%
US Bancorp
93
US Bancorp
Minnesota
$1.36M -$1.35M -15,939 -50%
NAM
94
NorthCoast Asset Management
Connecticut
$1.28M +$1.28M +15,157 New
BA
95
BlackRock Advisors
Delaware
$1.26M +$40.9K +485 +3%
Legal & General Group
96
Legal & General Group
United Kingdom
$1.19M +$1.19M +14,102 New
PCM
97
Piermont Capital Management
Missouri
$1.14M -$22K -260 -2%
OC
98
Oarsman Capital
Wisconsin
$1.13M +$52.4K +620 +5%
BlackRock
99
BlackRock
New York
$1.11M +$10.5K +124 +1%
MSA
100
Mason Street Advisors
Wisconsin
$1.1M +$11.1K +131 +1%
2 3
4
5 6