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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 %
PP
101
Paloma Partners
Connecticut
$1.3M +$542K +6,287 +71%
BA
102
BlackRock Advisors
Delaware
$1.25M +$110K +1,272 +10%
First Trust Advisors
103
First Trust Advisors
Illinois
$1.21M -$1.26M -14,614 -51%
PCM
104
Piermont Capital Management
Missouri
$1.18M +$1.18M +13,730 New
MERSOM
105
Municipal Employees' Retirement System of Michigan
Michigan
$1.18M -$37.9K -440 -3%
PA
106
Pinnacle Associates
New York
$1.14M -$18.1K -210 -2%
BlackRock
107
BlackRock
New York
$1.12M +$103K +1,196 +10%
MSA
108
Mason Street Advisors
Wisconsin
$1.11M +$19.2K +223 +2%
OC
109
Oarsman Capital
Wisconsin
$1.1M +$1.1M +12,735 New
TI
110
Trexquant Investment
Connecticut
$1.09M -$359K -4,167 -25%
LMGAM
111
Liberty Mutual Group Asset Management
Massachusetts
$1.07M +$377K +4,374 +54%
ASRS
112
Arizona State Retirement System
Arizona
$1.07M – – –
Nuveen Asset Management
113
Nuveen Asset Management
Illinois
$1.03M – – –
BMO
114
Beck Mack & Oliver
New York
$995K – – –
SOMRS
115
State of Michigan Retirement System
Michigan
$965K +$8.62K +100 +0.9%
TWI
116
Thomas White International
Illinois
$965K +$93.1K +1,080 +11%
AL
117
Airain Ltd
Guernsey
$959K +$959K +11,125 New
Neuberger Berman Group
118
Neuberger Berman Group
New York
$950K -$51.6K -599 -5%
AIP
119
Ameritas Investment Partners
Nebraska
$938K +$378K +4,389 +68%
Barclays
120
Barclays
United Kingdom
$934K -$1.77M -20,554 -65%
BFM
121
Boothbay Fund Management
New York
$908K +$452K +5,239 +99%
Natixis Advisors
122
Natixis Advisors
Massachusetts
$892K -$1.12K -13 -0.1%
Two Sigma Advisers
123
Two Sigma Advisers
New York
$882K +$882K +10,233 New
OPERF
124
Oregon Public Employees Retirement Fund
Oregon
$847K +$16.5K +191 +2%
FVCM
125
F&V Capital Management
Florida
$819K +$5.17K +60 +0.6%
3 4
5
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