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Helen of Troy
HELE

Overview Fund Activity

234 hedge funds and large institutions have $2.22B invested in Helen of Troy in 2016 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 91 increasing their positions, 81 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
234
Holders Change
–
Holders Change %
0%
% of All Funds
6.25%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
35
Increased
91
Reduced
81
Closed
33
Calls
$3.95M
Puts
$4.07M
Net Calls
-$116K
Net Calls Change
-$3.05M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$24.7M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$45.4M
3
Wells Fargo
3
Wells Fargo
California
$38.1M
4
Citadel Advisors
4
Citadel Advisors
Florida
$10.5M
5
BFA
5
BlackRock Fund Advisors
California
$129M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$4M
2
MFIMFI
2
Mesirow Financial Investment Management - Fixed Income
Illinois
$0
3
Ameriprise
3
Ameriprise
Minnesota
$13.9M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$160M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$29.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nisa Investment Advisors
126
Nisa Investment Advisors
Missouri
$810K – – –
BCM
127
BlueCrest Capital Management
Jersey
$788K +$788K +9,146 New
Allianz Asset Management
128
Allianz Asset Management
Germany
$770K -$2.91M -34,275 -79%
PAM
129
Panagora Asset Management
Massachusetts
$758K +$658K +7,638 +660%
TAM
130
THB Asset Management
Connecticut
$730K -$113K -1,310 -13%
TRSOTSOK
131
Teachers Retirement System of the State of Kentucky
Kentucky
$698K -$121K -1,400 -15%
Envestnet Asset Management
132
Envestnet Asset Management
Illinois
$693K -$582K -6,755 -46%
Capstone Investment Advisors
133
Capstone Investment Advisors
New York
$692K +$692K +8,033 New
TCM
134
Tanaka Capital Management
New York
$686K – – –
MCM
135
MAI Capital Management
Ohio
$679K -$12.1K -140 -2%
HEIP
136
Hudson Edge Investment Partners
New Jersey
$672K +$67K +777 +11%
DTL
137
Dynamic Technology Lab
Singapore
$646K +$646K +7,504 New
SCM
138
Stevens Capital Management
Pennsylvania
$644K +$644K +7,471 New
LSERS
139
Louisiana State Employees Retirement System
Louisiana
$620K -$17.2K -200 -3%
Verition Fund Management
140
Verition Fund Management
Connecticut
$598K +$598K +6,935 New
Squarepoint
141
Squarepoint
New York
$594K +$594K +6,889 New
GT
142
Glenmede Trust
Pennsylvania
$561K – – –
Public Employees Retirement Association of Colorado
143
Public Employees Retirement Association of Colorado
Colorado
$504K – – –
DekaBank Deutsche Girozentrale
144
DekaBank Deutsche Girozentrale
Germany
$501K +$501K +5,890 New
HCM
145
Highbridge Capital Management
New York
$484K +$88.6K +1,028 +22%
NA
146
Navellier & Associates
Nevada
$473K +$13.4K +156 +3%
M&T Bank
147
M&T Bank
New York
$468K -$41.8K -484 -8%
EMG
148
Ellington Management Group
Connecticut
$457K +$457K +5,300 New
SG Americas Securities
149
SG Americas Securities
New York
$456K -$1.07M -12,397 -70%
NC
150
Northpointe Capital
Michigan
$445K -$56K -650 -11%
4 5
6
7 8