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Helen of Troy
HELE

Overview Fund Activity

159 hedge funds and large institutions have $1.18B invested in Helen of Troy in 2013 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 54 increasing their positions, 53 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
159
Holders Change
+12
Holders Change %
+8.16%
% of All Funds
5.16%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
28
Increased
54
Reduced
53
Closed
14
Calls
$464K
Puts
$936K
Net Calls
-$472K
Net Calls Change
+$399K

Top Buyers

1
FWIA
1
Fort Washington Investment Advisors
Ohio
$22.2M
2
CB
2
Cooke & Bieler
Pennsylvania
$16M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$6.85M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$83.9M
5
TC
5
TFS Capital
Pennsylvania
$6.94M

Top Sellers

1
KeyBank National Association
1
KeyBank National Association
Ohio
$1.43M
2
New York State Common Retirement Fund
2
New York State Common Retirement Fund
New York
$5.43M
3
CWAM
3
Columbia Wanger Asset Management
Illinois
$65.4M
4
Wells Fargo
4
Wells Fargo
California
$1.1M
5
LCM
5
Lafitte Capital Management
Texas
$3.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
151
Prelude Capital Management
New York
$7K +$7K +150 New
RNS
152
Robert N. Shapiro
$4K – – –
Creative Planning
153
Creative Planning
Kansas
$3K – – –
PFS
154
Penseco Financial Services
Pennsylvania
$3K +$3K +76 New
Northwestern Mutual Wealth Management
155
Northwestern Mutual Wealth Management
Wisconsin
$2K – – –
Manulife (Manufacturers Life Insurance)
156
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.01K +$1.01K +22,916 New
S
157
SignatureFD
Georgia
$1K – – –
PTC
158
Private Trust Company
Ohio
$1K – – –
TM
159
TigerShark Management
New York
– -$2.05M -53,317 Closed
RA
160
Royce & Associates
New York
– -$1.34M -35,000 Closed
Barclays
161
Barclays
United Kingdom
– -$922K -24,023 Closed
KCM
162
Kennedy Capital Management
Missouri
– -$790K -20,597 Closed
ACM
163
Advisors Capital Management
New Jersey
– -$785K -20,466 Closed
HHC
164
Hutchin Hill Capital
New York
– -$491K -12,800 Closed
EMG
165
Ellington Management Group
Connecticut
– -$449K -11,700 Closed
Jane Street
166
Jane Street
New York
– -$392K -10,229 Closed
Capital Fund Management (CFM)
167
Capital Fund Management (CFM)
France
– -$297K -7,730 Closed
Parallax Volatility Advisers
168
Parallax Volatility Advisers
California
– -$33K -860 Closed
TSWM
169
Triangle Securities Wealth Management
North Carolina
– -$23K -602 Closed
OMCS
170
Old Mutual Customised Solutions
South Africa
– -$19K -500 Closed
MFS
171
MSI Financial Services
Massachusetts
– -$3K -90 Closed
ST
172
Spot Trading
Illinois
– -$1K -22 Closed
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