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Helen of Troy
HELE

Overview Fund Activity

158 hedge funds and large institutions have $1.42B invested in Helen of Troy in 2014 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 48 increasing their positions, 66 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
-25
Holders Change %
-13.66%
% of All Funds
4.59%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
19
Increased
48
Reduced
66
Closed
42
Calls
$346K
Puts
$57K
Net Calls
+$289K
Net Calls Change
-$1.56M

Top Buyers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$42.2M
2
RHJA
Rice Hall James & Associates
California
$22.1M
3
TIM
Thornburg Investment Management
New Mexico
$18.6M
4
CB
Cooke & Bieler
Pennsylvania
$31.6M
5
CIP
Champlain Investment Partners
Vermont
$12.1M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
$0
2
State Street
State Street
Massachusetts
$65.6M
3
Renaissance Technologies
Renaissance Technologies
New York
$6.16M
4
WCM Investment Management
WCM Investment Management
California
$0
5
Norges Bank
Norges Bank
Norway
$11.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
IRS
151
Invictus RG (Singapore)
Singapore
$8K -$66.3K -1,252 -89%
CG
152
Colony Group
Massachusetts
$7K +$7K +132 New
MFS
153
MSI Financial Services
Massachusetts
$5K – – –
PFSC
154
Peoples Financial Services Corp
Pennsylvania
$4K – – –
GAM
155
Gemmer Asset Management
California
$2K – – –
Northwestern Mutual Wealth Management
156
Northwestern Mutual Wealth Management
Wisconsin
$2K – – –
PTC
157
Private Trust Company
Ohio
$1K – – –
Manulife (Manufacturers Life Insurance)
158
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$976 +$27 +517 +3%
Victory Capital Management
159
Victory Capital Management
Texas
– -$19M -313,657 Closed
WCM Investment Management
160
WCM Investment Management
California
– -$12.3M -202,541 Closed
Acadian Asset Management
161
Acadian Asset Management
Massachusetts
– -$7.69M -126,912 Closed
Balyasny Asset Management
162
Balyasny Asset Management
Illinois
– -$7.6M -125,298 Closed
Millennium Management
163
Millennium Management
New York
– -$5.12M -84,386 Closed
American Century Companies
164
American Century Companies
Missouri
– -$4.76M -78,505 Closed
MPAM
165
Monarch Partners Asset Management
Massachusetts
– -$3.8M -62,593 Closed
CCMH
166
Cornerstone Capital Management Holdings
New York
– -$3.38M -55,800 Closed
FCM
167
Force Capital Management
New York
– -$2.36M -38,834 Closed
SH
168
Scepter Holdings
Texas
– -$2.23M -36,832 Closed
Two Sigma Investments
169
Two Sigma Investments
New York
– -$2.12M -34,932 Closed
TC
170
TFS Capital
Pennsylvania
– -$2.04M -33,689 Closed
PP
171
PDT Partners
New York
– -$1.65M -27,219 Closed
NI
172
Numeric Investors
Massachusetts
– -$1.47M -24,200 Closed
QBFM
173
QS Batterymarch Financial Management
New York
– -$1.45M -23,970 Closed
MLICM
174
Metropolitan Life Insurance Company (MetLife)
New York
– -$1.34M -23,030 Closed
KeyBank National Association
175
KeyBank National Association
Ohio
– -$1.19M -19,701 Closed
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