HELE icon

Helen of Troy
HELE

Overview Fund Activity

225 hedge funds and large institutions have $2.77B invested in Helen of Troy in 2016 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 88 increasing their positions, 76 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
-2
Holders Change %
-0.88%
% of All Funds
6%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
36
Increased
88
Reduced
76
Closed
37
Calls
$5.32M
Puts
$2.52M
Net Calls
+$2.8M
Net Calls Change
+$1.6M

Top Buyers

1
CAM
Congress Asset Management
Massachusetts
$35.9M
2
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$35.8M
3
FMA
Fiduciary Management Associates
Illinois
$23.2M
4
WHG
Westwood Holdings Group
Texas
$77.3M
5
Fisher Asset Management
Fisher Asset Management
Washington
$21.8M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$54M
2
Morgan Stanley
Morgan Stanley
New York
$5.8M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$62.7M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$39.3M
5
FA
Friess Associates
Delaware
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
126
Pinnacle Associates
New York
$955K +$35.3K +340 +4%
CAM
127
Capstone Asset Management
Texas
$937K -$55K -530 -6%
GS
128
GAM Systematic
United Kingdom
$878K +$606K +5,844 +222%
MCM
129
MAI Capital Management
Ohio
$852K +$852K +8,215 New
TCM
130
Tanaka Capital Management
New York
$825K -$36.1K -348 -4%
MERSOM
131
Municipal Employees' Retirement System of Michigan
Michigan
$751K +$150K +1,450 +25%
HEIP
132
Hudson Edge Investment Partners
New Jersey
$747K +$407K +3,928 +120%
TWI
133
Thomas White International
Illinois
$740K -$148K -1,425 -17%
NC
134
Northpointe Capital
Michigan
$721K -$9.88M -95,265 -93%
CG
135
Clinton Group
New York
$716K -$3.13M -30,164 -81%
MAP
136
Moody Aldrich Partners
Massachusetts
$710K +$710K +6,850 New
ARTA
137
A.R.T. Advisors
New York
$703K +$703K +6,788 New
RCM
138
Riverhead Capital Management
Delaware
$682K +$80.8K +779 +13%
O
139
OppenheimerFunds
New York
$673K -$125K -1,204 -16%
RJA
140
Raymond James & Associates
Florida
$663K +$663K +6,390 New
Public Employees Retirement Association of Colorado
141
Public Employees Retirement Association of Colorado
Colorado
$607K +$61.4K +592 +11%
SEI Investments
142
SEI Investments
Pennsylvania
$584K -$3.75M -36,194 -87%
M&T Bank
143
M&T Bank
New York
$581K -$181K -1,745 -24%
NA
144
Navellier & Associates
Nevada
$565K +$2.49K +24 +0.4%
UBS Group
145
UBS Group
Switzerland
$564K -$210K -2,024 -27%
OAM
146
Oberweis Asset Management
Illinois
$539K -$155K -1,500 -22%
Stifel Financial
147
Stifel Financial
Missouri
$538K +$26.6K +257 +5%
MSA
148
Mason Street Advisors
Wisconsin
$521K +$51.7K +499 +11%
KeyBank National Association
149
KeyBank National Association
Ohio
$521K +$521K +5,022 New
BFM
150
Boothbay Fund Management
New York
$512K +$512K +4,934 New
4 5
6
7 8