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Helen of Troy
HELE

Overview Fund Activity

225 hedge funds and large institutions have $2.34B invested in Helen of Troy in 2017 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 83 increasing their positions, 76 reducing their positions, and 20 closing their positions.

Holders
225
Holders Change
+16
Holders Change %
+7.66%
% of All Funds
5.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
37
Increased
83
Reduced
76
Closed
20
Calls
$2.46M
Puts
$4.11M
Net Calls
-$1.66M
Net Calls Change
+$9.13M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$26.5M
2
FA
2
Friess Associates
Delaware
$12M
3
CIP
3
Champlain Investment Partners
Vermont
$62.2M
4
Deutsche Bank
4
Deutsche Bank
Germany
$17.9M
5
Morgan Stanley
5
Morgan Stanley
New York
$21.8M

Top Sellers

1
RHJA
1
Rice Hall James & Associates
California
$0
2
JIR
2
James Investment Research
Ohio
$2.41M
3
WHG
3
Westwood Holdings Group
Texas
$43.2M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$363M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$143M
Name Holding Trade Value Shares
Change 		Shares
Change %
Two Sigma Advisers
101
Two Sigma Advisers
New York
$1.29M -$2.94M -31,200 -69%
Connor, Clark & Lunn Investment Management (CC&L)
102
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.29M +$475K +5,050 +59%
BNP Paribas Financial Markets
103
BNP Paribas Financial Markets
France
$1.29M +$718K +7,632 +126%
PAM
104
Panagora Asset Management
Massachusetts
$1.28M +$10.3K +109 +0.8%
Susquehanna International Group
105
Susquehanna International Group
Pennsylvania
$1.26M +$1.26M +13,351 New
MSA
106
Mason Street Advisors
Wisconsin
$1.24M +$44K +467 +4%
VOYA Investment Management
107
VOYA Investment Management
Georgia
$1.2M -$1.27M -13,455 -51%
CAM
108
Cubic Asset Management
Massachusetts
$1.13M +$19.3K +205 +2%
D.E. Shaw & Co
109
D.E. Shaw & Co
New York
$1.13M +$499K +5,305 +80%
MF
110
Magnetar Financial
Illinois
$1.12M +$1.12M +11,865 New
BMO
111
Beck Mack & Oliver
New York
$1.09M – – –
AMI
112
Amica Mutual Insurance
Rhode Island
$1.09M +$1.09M +11,546 New
ASRS
113
Arizona State Retirement System
Arizona
$1.07M +$18.8K +200 +2%
SOMRS
114
State of Michigan Retirement System
Michigan
$1.05M +$18.8K +200 +2%
LMGAM
115
Liberty Mutual Group Asset Management
Massachusetts
$1.02M -$132K -1,404 -11%
MERSOM
116
Municipal Employees' Retirement System of Michigan
Michigan
$982K -$226K -2,400 -19%
OPERF
117
Oregon Public Employees Retirement Fund
Oregon
$978K +$43K +457 +5%
AIP
118
Ameritas Investment Partners
Nebraska
$976K – – –
SG Americas Securities
119
SG Americas Securities
New York
$907K +$487K +5,171 +116%
MAM
120
Meeder Asset Management
Ohio
$878K +$4.71K +50 +0.5%
WG
121
Winton Group
United Kingdom
$869K +$869K +9,235 New
SCM
122
Stevens Capital Management
Pennsylvania
$794K -$68.7K -730 -8%
ARTA
123
A.R.T. Advisors
New York
$762K -$94.1K -1,000 -11%
Allianz Asset Management
124
Allianz Asset Management
Germany
$723K -$337K -3,578 -32%
TCM
125
Tanaka Capital Management
New York
$713K -$3.39K -36 -0.5%
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5
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