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Helen of Troy
HELE

Overview Fund Activity

175 hedge funds and large institutions have $1.75B invested in Helen of Troy in 2014 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 55 increasing their positions, 62 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
+17
Holders Change %
+10.76%
% of All Funds
4.67%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
36
Increased
55
Reduced
62
Closed
17
Calls
$696K
Puts
$619K
Net Calls
+$77K
Net Calls Change
-$212K

Top Buyers

1
GT
1
Glenmede Trust
Pennsylvania
$21.9M
2
CIP
2
Champlain Investment Partners
Vermont
$24.1M
3
MPAM
3
Monarch Partners Asset Management
Massachusetts
$9.06M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$45.4M
5
BFA
5
BlackRock Fund Advisors
California
$98.2M

Top Sellers

1
FWIA
1
Fort Washington Investment Advisors
Ohio
$26.3M
2
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$35M
3
CIP
3
Chartwell Investment Partners
Pennsylvania
$0
4
CB
4
Cooke & Bieler
Pennsylvania
$29.1M
5
KCM
5
Kennedy Capital Management
Missouri
$24.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS AM
101
UBS AM
Illinois
$911K +$39K +600 +4%
CAM
102
Capstone Asset Management
Texas
$870K -$35.1K -540 -4%
AssetMark Inc
103
AssetMark Inc
California
$857K -$46.1K -709 -5%
LSERS
104
Louisiana State Employees Retirement System
Louisiana
$807K +$6.51K +100 +0.8%
GC
105
Globeflex Capital
California
$761K +$761K +11,700 New
BMO
106
Beck Mack & Oliver
New York
$751K – – –
TRSOTSOK
107
Teachers Retirement System of the State of Kentucky
Kentucky
$742K – – –
Citigroup
108
Citigroup
New York
$739K +$589K +9,053 +391%
Federated Hermes
109
Federated Hermes
Pennsylvania
$717K +$228K +3,503 +47%
OA
110
OFI Advisors
Pennsylvania
$654K -$55.5K -853 -8%
Thrivent Financial for Lutherans
111
Thrivent Financial for Lutherans
Minnesota
$628K – – –
GMIM
112
General Motors Investment Management
New York
$628K – – –
ZIM
113
Zacks Investment Management
Illinois
$584K +$584K +8,983 New
JIC
114
Johnson Investment Counsel
Ohio
$559K – – –
VAM
115
Visium Asset Management
New York
$549K -$104K -1,603 -16%
DCM
116
Dean Capital Management
Kansas
$532K +$444K +6,830 +507%
PI
117
Placemark Investments
Illinois
$528K +$105K +1,609 +25%
Marshall Wace
118
Marshall Wace
United Kingdom
$512K +$512K +7,864 New
SG Americas Securities
119
SG Americas Securities
New York
$500K +$320K +4,910 +177%
PNC Financial Services Group
120
PNC Financial Services Group
Pennsylvania
$496K +$423K +6,482 +581%
HEIP
121
Hudson Edge Investment Partners
New Jersey
$482K -$3.64K -56 -0.7%
PAM
122
Princeton Alpha Management
New Jersey
$468K +$468K +7,198 New
GCP
123
GSA Capital Partners
United Kingdom
$462K +$462K +7,105 New
Susquehanna International Group
124
Susquehanna International Group
Pennsylvania
$457K -$105K -1,613 -19%
MERSOM
125
Municipal Employees' Retirement System of Michigan
Michigan
$449K – – –
3 4
5
6 7