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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.

New
Increased
Maintained
Reduced
Closed
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 %
State of Tennessee, Department of Treasury
76
State of Tennessee, Department of Treasury
Tennessee
$2.69M – – –
ZCM
77
Zebra Capital Management
Connecticut
$2.67M +$225K +2,322 +9%
EAM
78
EULAV Asset Management
Florida
$2.55M – – –
AMI
79
Amica Mutual Insurance
Rhode Island
$2.48M +$1.37M +14,087 +122%
LPL Financial
80
LPL Financial
California
$2.45M -$129K -1,336 -5%
First Trust Advisors
81
First Trust Advisors
Illinois
$2.42M +$596K +6,149 +33%
RJA
82
Raymond James & Associates
Florida
$2.41M -$880K -9,084 -27%
Citadel Advisors
83
Citadel Advisors
Florida
$2.39M -$571K -5,891 -19%
Russell Investments Group
84
Russell Investments Group
United Kingdom
$2.37M +$1.78M +18,335 +301%
Renaissance Technologies
85
Renaissance Technologies
New York
$2.36M -$10.7M -110,386 -82%
Legal & General Group
86
Legal & General Group
United Kingdom
$2.34M +$264K +2,717 +13%
AP
87
AHL Partners
United Kingdom
$2.32M -$5.37M -55,382 -70%
MOACM
88
Mutual of America Capital Management
New York
$2.23M +$62.9K +649 +3%
Federated Hermes
89
Federated Hermes
Pennsylvania
$2.12M -$64.3K -663 -3%
OCM
90
Olstein Capital Management
New York
$2.04M +$463K +4,780 +29%
Comerica Bank
91
Comerica Bank
Texas
$1.98M -$1.43M -15,484 -42%
US Bancorp
92
US Bancorp
Minnesota
$1.94M -$6.3K -65 -0.3%
TPSF
93
Texas Permanent School Fund
Texas
$1.93M +$11.9K +123 +0.6%
APFBOT
94
Amica Pension Fund Board of Trustees
Rhode Island
$1.81M +$170K +1,749 +10%
OC
95
Oarsman Capital
Wisconsin
$1.79M +$58.6K +605 +3%
State Board of Administration of Florida Retirement System
96
State Board of Administration of Florida Retirement System
Florida
$1.67M +$12.6K +130 +0.8%
UBS AM
97
UBS AM
Illinois
$1.51M +$81.8K +844 +6%
ASRS
98
Arizona State Retirement System
Arizona
$1.5M +$394K +4,062 +36%
NEI
99
Northwest & Ethical Investments
Ontario, Canada
$1.47M +$61K +630 +4%
ZIM
100
ZPR Investment Management
Florida
$1.32M +$1.32M +13,605 New
2 3
4
5 6