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Helen of Troy
HELE

Overview Fund Activity

207 hedge funds and large institutions have $2.11B invested in Helen of Troy in 2016 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 69 increasing their positions, 74 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
-27
Holders Change %
-11.54%
% of All Funds
5.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
31
Increased
69
Reduced
74
Closed
55
Calls
$2.55M
Puts
$15.4M
Net Calls
-$12.8M
Net Calls Change
-$12.7M

Top Buyers

1
CIP
Champlain Investment Partners
Vermont
$34.1M
2
Fisher Asset Management
Fisher Asset Management
Washington
$68.5M
3
BFA
BlackRock Fund Advisors
California
$140M
4
Wells Fargo
Wells Fargo
California
$47.9M
5
PP
Prudential plc
United Kingdom
$34.4M

Top Sellers

1
CAM
Congress Asset Management
Massachusetts
$0
2
Northern Trust
Northern Trust
Illinois
$57.6M
3
BA
Boston Advisors
Massachusetts
$0
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$141M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$13.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
HEIP
126
Hudson Edge Investment Partners
New Jersey
$631K -$27.3K -323 -4%
ProShare Advisors
127
ProShare Advisors
Maryland
$615K +$190K +2,251 +45%
M&T Bank
128
M&T Bank
New York
$611K +$153K +1,814 +33%
TRSOTSOK
129
Teachers Retirement System of the State of Kentucky
Kentucky
$591K -$92.9K -1,100 -14%
Nisa Investment Advisors
130
Nisa Investment Advisors
Missouri
$583K -$211K -2,500 -27%
LSERS
131
Louisiana State Employees Retirement System
Louisiana
$583K -$25.3K -300 -4%
Connor, Clark & Lunn Investment Management (CC&L)
132
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$574K +$152K +1,800 +36%
GT
133
Glenmede Trust
Pennsylvania
$550K – – –
PA
134
Profund Advisors
Maryland
$544K +$156K +1,848 +40%
AP
135
AHL Partners
United Kingdom
$532K +$532K +6,296 New
Verition Fund Management
136
Verition Fund Management
Connecticut
$491K -$95.1K -1,125 -16%
DekaBank Deutsche Girozentrale
137
DekaBank Deutsche Girozentrale
Germany
$489K – – –
HSBC Holdings
138
HSBC Holdings
United Kingdom
$486K +$486K +5,745 New
Public Employees Retirement Association of Colorado
139
Public Employees Retirement Association of Colorado
Colorado
$477K -$17.2K -204 -3%
ZIM
140
Zacks Investment Management
Illinois
$438K +$438K +5,186 New
GC
141
Guggenheim Capital
Illinois
$411K -$6.15M -72,647 -94%
Thrivent Financial for Lutherans
142
Thrivent Financial for Lutherans
Minnesota
$405K +$35.5K +420 +10%
Stifel Financial
143
Stifel Financial
Missouri
$362K +$26K +307 +8%
SCM
144
Shelton Capital Management
Colorado
$361K – – –
COPPSERS
145
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$349K +$846 +10 +0.2%
CSS
146
Cubist Systematic Strategies
Connecticut
$338K +$89.9K +1,066 +36%
AB
147
Amalgamated Bank
New York
$326K +$40.8K +482 +14%
O
148
OppenheimerFunds
New York
$322K +$89.3K +1,058 +38%
SGI
149
Summit Global Investments
Utah
$321K +$321K +3,800 New
SAM
150
Securian Asset Management
Minnesota
$293K +$8.71K +103 +3%
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