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Helen of Troy
HELE

Overview Fund Activity

199 hedge funds and large institutions have $2.43B invested in Helen of Troy in 2015 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 85 increasing their positions, 75 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
-19
Holders Change %
-8.72%
% of All Funds
5.56%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
19
Increased
85
Reduced
75
Closed
36
Calls
$3.41M
Puts
$2.25M
Net Calls
+$1.16M
Net Calls Change
+$672K

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$19.8M
2
State Street
2
State Street
Massachusetts
$117M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$194M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$17.9M
5
Invesco
5
Invesco
Georgia
$59M

Top Sellers

1
Prudential Financial
1
Prudential Financial
New Jersey
$6.71M
2
FWIA
2
Fort Washington Investment Advisors
Ohio
$0
3
Two Sigma Investments
3
Two Sigma Investments
New York
$0
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$110M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
126
Tanaka Capital Management
New York
$764K +$339K +3,795 +80%
OA
127
OFI Advisors
Pennsylvania
$744K -$23.9K -267 -3%
GS
128
GAM Systematic
United Kingdom
$646K +$646K +7,239 New
Macquarie Group
129
Macquarie Group
Australia
$643K +$643K +7,200 New
NA
130
Navellier & Associates
Nevada
$635K +$293K +3,284 +86%
Nisa Investment Advisors
131
Nisa Investment Advisors
Missouri
$616K – – –
TAM
132
Tocqueville Asset Management
New York
$607K +$295K +3,300 +94%
FVCM
133
F&V Capital Management
Florida
$603K +$385K +4,315 +176%
HI
134
HBK Investments
Texas
$580K -$89.2K -1,000 -13%
DekaBank Deutsche Girozentrale
135
DekaBank Deutsche Girozentrale
Germany
$558K – – –
Daiwa Securities Group
136
Daiwa Securities Group
Japan
$554K -$80.4K -900 -13%
OAM
137
Oberweis Asset Management
Illinois
$554K -$26.8K -300 -5%
BNP Paribas Financial Markets
138
BNP Paribas Financial Markets
France
$529K +$282K +3,153 +114%
MERSOM
139
Municipal Employees' Retirement System of Michigan
Michigan
$483K +$28.6K +320 +6%
Public Employees Retirement Association of Colorado
140
Public Employees Retirement Association of Colorado
Colorado
$470K – – –
Capital Fund Management (CFM)
141
Capital Fund Management (CFM)
France
$464K -$77.5K -869 -14%
Janney Montgomery Scott
142
Janney Montgomery Scott
Pennsylvania
$445K +$184K +2,061 +70%
Stifel Financial
143
Stifel Financial
Missouri
$413K -$10.3K -115 -2%
AssetMark Inc
144
AssetMark Inc
California
$408K -$676K -7,573 -62%
LTFS
145
Ladenburg Thalmann Financial Services
Florida
$403K +$359K +4,015 +806%
ZCM
146
Zebra Capital Management
Connecticut
$400K +$11.9K +133 +3%
PA
147
Profund Advisors
Maryland
$388K -$214K -2,400 -36%
Bank of Montreal
148
Bank of Montreal
Ontario, Canada
$377K -$705K -7,895 -65%
MSA
149
Mason Street Advisors
Wisconsin
$376K +$46K +516 +14%
CCMH
150
Cornerstone Capital Management Holdings
New York
$366K -$3.04M -34,100 -89%
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