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Helen of Troy
HELE

Overview Fund Activity

162 hedge funds and large institutions have $1.41B invested in Helen of Troy in 2013 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 57 increasing their positions, 53 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
+3
Holders Change %
+1.89%
% of All Funds
4.71%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
21
Increased
57
Reduced
53
Closed
17
Calls
$1.09M
Puts
$599K
Net Calls
+$495K
Net Calls Change
+$967K

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
$27.3M
2
Ameriprise
Ameriprise
Minnesota
$62M
3
EARNEST Partners
EARNEST Partners
Georgia
$10.5M
4
KCM
Kennedy Capital Management
Missouri
$5.19M
5
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$4.01M

Top Sellers

1
CWAM
Columbia Wanger Asset Management
Illinois
$52.6M
2
State Street
State Street
Massachusetts
$51.4M
3
TC
TFS Capital
Pennsylvania
$1.87M
4
CIP
Chartwell Investment Partners
Pennsylvania
$12.9M
5
LCM
Lafitte Capital Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WRM
151
Westport Resources Management
Connecticut
$15K – – –
SGAM
152
Smith Group Asset Management
Texas
$15K – – –
Envestnet Asset Management
153
Envestnet Asset Management
Illinois
$14K +$2.5K +52 +22%
RFA
154
Reilly Financial Advisors
California
$10K – – –
PFSC
155
Peoples Financial Services Corp
Pennsylvania
$4K +$4K +76 New
MFS
156
MSI Financial Services
Massachusetts
$4K +$4K +90 New
Creative Planning
157
Creative Planning
Kansas
$3K – – –
Northwestern Mutual Wealth Management
158
Northwestern Mutual Wealth Management
Wisconsin
$2K – – –
Manulife (Manufacturers Life Insurance)
159
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.18K +$49 +996 +4%
PTC
160
Private Trust Company
Ohio
$1K – – –
S
161
SignatureFD
Georgia
$1K – – –
WA
162
WFG Advisors
Texas
$1K +$643 +9 +180%
LCM
163
Lafitte Capital Management
Texas
– -$3.54M -80,000 Closed
NI
164
Numeric Investors
Massachusetts
– -$2.24M -50,500 Closed
JCM
165
Janney Capital Management
Pennsylvania
– -$2.17M -48,980 Closed
OAM
166
Oxford Asset Management
United Kingdom
– -$1.38M -31,181 Closed
ProShare Advisors
167
ProShare Advisors
Maryland
– -$924K -20,913 Closed
Jacobs Levy Equity Management
168
Jacobs Levy Equity Management
New Jersey
– -$871K -19,690 Closed
CIP
169
Convergence Investment Partners
Florida
– -$689K -15,560 Closed
Macquarie Group
170
Macquarie Group
Australia
– -$641K -14,500 Closed
COI
171
Connable Office Inc
Michigan
– -$413K -9,340 Closed
CCMH
172
Cornerstone Capital Management Holdings
New York
– -$296K -6,700 Closed
PP
173
PDT Partners
New York
– -$258K -5,845 Closed
MWNA
174
Marshall Wace North America
New York
– -$220K -4,987 Closed
Citadel Advisors
175
Citadel Advisors
Florida
– -$98K -2,213 Closed
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