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

Top Sellers

1
FWIA
Fort Washington Investment Advisors
Ohio
$26.3M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$35M
3
CIP
Chartwell Investment Partners
Pennsylvania
$0
4
CB
Cooke & Bieler
Pennsylvania
$29.1M
5
KCM
Kennedy Capital Management
Missouri
$24.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nisa Investment Advisors
126
Nisa Investment Advisors
Missouri
$449K +$124K +1,900 +38%
DM
127
Diker Management
New York
$441K +$441K +6,779 New
ProShare Advisors
128
ProShare Advisors
Maryland
$439K -$339K -5,213 -44%
CSS
129
Cubist Systematic Strategies
Connecticut
$436K -$643K -9,894 -60%
DekaBank Deutsche Girozentrale
130
DekaBank Deutsche Girozentrale
Germany
$405K +$58.8K +900 +17%
JG
131
Jefferies Group
New York
$404K +$404K +6,212 New
PI
132
PineBridge Investments
New York
$395K +$23.8K +366 +6%
Public Employees Retirement Association of Colorado
133
Public Employees Retirement Association of Colorado
Colorado
$342K – – –
SKK
134
Shepherd Kaplan Krochuk
Massachusetts
$325K -$32.5K -500 -9%
PA
135
Profund Advisors
Maryland
$325K +$325K +4,988 New
HI
136
HBK Investments
Texas
$313K -$943K -14,490 -75%
IRS
137
Invictus RG (Singapore)
Singapore
$261K +$251K +3,862 +2,558%
PP
138
Paloma Partners
Connecticut
$251K -$42.8K -657 -15%
AL
139
Airain Ltd
Guernsey
$250K +$250K +3,835 New
Bank of America
140
Bank of America
North Carolina
$235K -$430K -6,594 -65%
JHIU
141
Janus Henderson Investors US
Colorado
$235K +$235K +3,608 New
MSA
142
Mason Street Advisors
Wisconsin
$223K +$6.95K +107 +3%
UBS Group
143
UBS Group
Switzerland
$196K +$196K +3,018 New
HRIA
144
Haberer Registered Investment Advisor
Ohio
$156K – – –
Barclays
145
Barclays
United Kingdom
$151K +$42.9K +661 +40%
FMT
146
First Mercantile Trust
Tennessee
$81K -$3.24K -50 -4%
FQ
147
First Quadrant
California
$72K – – –
PAM
148
Panagora Asset Management
Massachusetts
$70K -$530K -8,129 -88%
Walleye Trading
149
Walleye Trading
New York
$60K +$60K +915 New
CAL
150
Capital Analysts LLC
Pennsylvania
$59.6K -$43.2K -664 -42%
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6
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