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Helen of Troy
HELE

Overview Fund Activity

225 hedge funds and large institutions have $2.34B invested in Helen of Troy in 2017 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 83 increasing their positions, 76 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
+16
Holders Change %
+7.66%
% of All Funds
5.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
37
Increased
83
Reduced
76
Closed
20
Calls
$2.46M
Puts
$4.11M
Net Calls
-$1.66M
Net Calls Change
+$9.13M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$26.5M
2
FA
2
Friess Associates
Delaware
$12M
3
CIP
3
Champlain Investment Partners
Vermont
$62.2M
4
Deutsche Bank
4
Deutsche Bank
Germany
$17.9M
5
Morgan Stanley
5
Morgan Stanley
New York
$21.8M

Top Sellers

1
RHJA
1
Rice Hall James & Associates
California
$0
2
JIR
2
James Investment Research
Ohio
$2.41M
3
WHG
3
Westwood Holdings Group
Texas
$43.2M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$363M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$143M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
126
THB Asset Management
Connecticut
$693K -$103K -1,100 -13%
M&T Bank
127
M&T Bank
New York
$683K +$2.54K +27 +0.4%
LSERS
128
Louisiana State Employees Retirement System
Louisiana
$668K +$28.2K +300 +4%
RFC
129
Regions Financial Corp
Alabama
$662K -$595K -6,327 -47%
HEIP
130
Hudson Edge Investment Partners
New Jersey
$659K -$23.9K -254 -4%
Nisa Investment Advisors
131
Nisa Investment Advisors
Missouri
$649K – – –
Stifel Financial
132
Stifel Financial
Missouri
$648K +$98K +1,038 +18%
Squarepoint
133
Squarepoint
New York
$632K -$18.6K -198 -3%
Russell Investments Group
134
Russell Investments Group
United Kingdom
$573K +$377K +4,008 +193%
BC
135
Burney Company
Virginia
$571K +$571K +6,161 New
TRSOTSOK
136
Teachers Retirement System of the State of Kentucky
Kentucky
$562K -$37.7K -400 -6%
SAM
137
Shell Asset Management
Netherlands
$541K – – –
GAM
138
Gotham Asset Management
New York
$525K +$525K +5,584 New
Thrivent Financial for Lutherans
139
Thrivent Financial for Lutherans
Minnesota
$515K +$33.9K +360 +7%
PK
140
Pflug Koory
Nebraska
$494K – – –
SGI
141
Summit Global Investments
Utah
$489K +$132K +1,400 +37%
LCM
142
Laurion Capital Management
New York
$489K +$489K +5,200 New
UBS Group
143
UBS Group
Switzerland
$464K -$1.87M -19,843 -80%
PG
144
PEAK6 Group
Illinois
$449K +$182K +1,936 +68%
O
145
OppenheimerFunds
New York
$447K +$29.1K +310 +7%
Nomura Holdings
146
Nomura Holdings
Japan
$421K +$421K +4,476 New
ProShare Advisors
147
ProShare Advisors
Maryland
$413K -$111K -1,180 -21%
GC
148
Guggenheim Capital
Illinois
$391K -$6.48K -69 -2%
COPPSERS
149
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$372K +$565 +6 +0.2%
AB
150
Amalgamated Bank
New York
$363K +$847 +9 +0.2%
4 5
6
7 8