HELE icon

Helen of Troy
HELE

Overview Fund Activity

183 hedge funds and large institutions have $1.65B invested in Helen of Troy in 2014 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 67 increasing their positions, 69 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
Holders Change
+2
Holders Change %
+1.1%
% of All Funds
5.26%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
22
Increased
67
Reduced
69
Closed
20
Calls
$2.03M
Puts
$182K
Net Calls
+$1.85M
Net Calls Change
-$174K

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
+$14.9M
2
Norges Bank
Norges Bank
Norway
+$13.5M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$12.4M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$12.3M
5
KCM
Kennedy Capital Management
Missouri
+$11.6M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$31.5M
2
BIT
BlackRock Institutional Trust
California
-$12M
3
BFA
BlackRock Fund Advisors
California
-$10.8M
4
EARNEST Partners
EARNEST Partners
Georgia
-$9.06M
5
Victory Capital Management
Victory Capital Management
Texas
-$7.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
HEIP
126
Hudson Edge Investment Partners
New Jersey
$457K +$84.1K +1,387 +23%
Fifth Third Bancorp
127
Fifth Third Bancorp
Ohio
$446K +$256K +4,221 +134%
CSS
128
Cubist Systematic Strategies
Connecticut
$406K +$406K +6,700 New
Asset Management One
129
Asset Management One
Japan
$403K +$129K +2,130 +47%
MERSOM
130
Municipal Employees' Retirement System of Michigan
Michigan
$400K -$42.4K -700 -10%
GC
131
Guggenheim Capital
Illinois
$386K -$73.5K -1,211 -16%
SCM
132
Stevens Capital Management
Pennsylvania
$366K +$366K +6,041 New
PA
133
Profund Advisors
Maryland
$364K -$61.1K -1,009 -14%
SKK
134
Shepherd Kaplan Krochuk
Massachusetts
$339K +$36.3K +600 +12%
DekaBank Deutsche Girozentrale
135
DekaBank Deutsche Girozentrale
Germany
$321K +$173K +2,850 +116%
Public Employees Retirement Association of Colorado
136
Public Employees Retirement Association of Colorado
Colorado
$319K – – –
Nisa Investment Advisors
137
Nisa Investment Advisors
Missouri
$303K – – –
TCM
138
Tanaka Capital Management
New York
$295K +$11.6K +191 +4%
AA
139
AlphaMark Advisors
Kentucky
$293K +$293K +4,833 New
Bank of America
140
Bank of America
North Carolina
$289K -$715K -11,799 -71%
HHC
141
Hutchin Hill Capital
New York
$261K -$66K -1,087 -20%
GT
142
Glenmede Trust
Pennsylvania
$260K – – –
PI
143
PineBridge Investments
New York
$250K -$154K -2,543 -38%
MIU
144
Man Investments (UK)
United Kingdom
$246K +$246K +4,052 New
ECM
145
ETrade Capital Management
Virginia
$238K +$136K +2,250 +134%
PP
146
Paloma Partners
Connecticut
$221K +$221K +3,646 New
PC
147
Passport Capital
California
$216K +$216K +3,570 New
MSA
148
Mason Street Advisors
Wisconsin
$205K +$7.28K +120 +4%
SG Americas Securities
149
SG Americas Securities
New York
$205K +$114K +1,880 +126%
BNP Paribas Financial Markets
150
BNP Paribas Financial Markets
France
$178K +$178K +2,940 New
4 5
6
7 8