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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 %
PA
101
Profund Advisors
Maryland
$667K -$12.5K -253 -2%
CS
102
Credit Suisse
Switzerland
$648K -$789K -15,977 -55%
GMIM
103
General Motors Investment Management
New York
$631K – – –
TRSOTSOK
104
Teachers Retirement System of the State of Kentucky
Kentucky
$602K -$49.3K -1,000 -8%
CAM
105
Cortina Asset Management
Wisconsin
$593K +$96.1K +1,946 +19%
MAM
106
Martingale Asset Management
Massachusetts
$588K +$588K +11,905 New
BMO
107
Beck Mack & Oliver
New York
$570K – – –
Los Angeles Capital Management
108
Los Angeles Capital Management
California
$564K – – –
UBS AM
109
UBS AM
Illinois
$545K -$904K -18,251 -62%
Thrivent Financial for Lutherans
110
Thrivent Financial for Lutherans
Minnesota
$543K – – –
OA
111
OFI Advisors
Pennsylvania
$533K +$77.6K +1,570 +17%
US Bancorp
112
US Bancorp
Minnesota
$522K +$49K +992 +10%
AWCI
113
Alpine Woods Capital Investors
New York
$518K – – –
CAM
114
ClariVest Asset Management
California
$480K +$480K +9,679 New
FIM
115
Fernwood Investment Management
Massachusetts
$459K +$459K +9,300 New
PRCP
116
Pacific Ridge Capital Partners
Oregon
$437K +$437K +8,850 New
CIC
117
Cornercap Investment Counsel
Georgia
$425K +$27.2K +550 +7%
GC
118
Guggenheim Capital
Illinois
$415K +$26K +525 +7%
PI
119
PineBridge Investments
New York
$409K +$241K +4,862 +143%
Tudor Investment Corp
120
Tudor Investment Corp
Connecticut
$405K +$405K +8,200 New
ZIM
121
ZPR Investment Management
Florida
$377K -$2.97M -60,061 -89%
HEIP
122
Hudson Edge Investment Partners
New Jersey
$355K -$77.5K -1,570 -18%
JIC
123
Johnson Investment Counsel
Ohio
$335K – – –
Federated Hermes
124
Federated Hermes
Pennsylvania
$275K +$110K +2,230 +67%
Public Employees Retirement Association of Colorado
125
Public Employees Retirement Association of Colorado
Colorado
$260K – – –
3 4
5
6 7