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Helen of Troy
HELE

Overview Fund Activity

199 hedge funds and large institutions have $2.43B invested in Helen of Troy in 2015 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 85 increasing their positions, 75 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
-19
Holders Change %
-8.72%
% of All Funds
5.56%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
19
Increased
85
Reduced
75
Closed
36
Calls
$3.41M
Puts
$2.25M
Net Calls
+$1.16M
Net Calls Change
+$672K

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$19.8M
2
State Street
2
State Street
Massachusetts
$117M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$194M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$17.9M
5
Invesco
5
Invesco
Georgia
$59M

Top Sellers

1
Prudential Financial
1
Prudential Financial
New Jersey
$6.71M
2
FWIA
2
Fort Washington Investment Advisors
Ohio
$0
3
Two Sigma Investments
3
Two Sigma Investments
New York
$0
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$110M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
D.E. Shaw & Co
151
D.E. Shaw & Co
New York
$334K -$4.61M -51,641 -93%
M&T Bank
152
M&T Bank
New York
$332K +$332K +3,711 New
JHIU
153
Janus Henderson Investors US
Colorado
$322K – – –
IRS
154
Invictus RG (Singapore)
Singapore
$314K +$163K +1,833 +109%
PI
155
PineBridge Investments
New York
$305K +$28.7K +321 +10%
Teacher Retirement System of Texas
156
Teacher Retirement System of Texas
Texas
$297K +$204K +2,282 +219%
ProShare Advisors
157
ProShare Advisors
Maryland
$290K -$74K -830 -20%
NI
158
Numeric Investors
Massachusetts
$286K -$241K -2,700 -46%
KBC Group
159
KBC Group
Belgium
$275K -$1.65M -18,433 -86%
BC
160
Burney Company
Virginia
$274K -$58.8K -659 -18%
UBS Group
161
UBS Group
Switzerland
$269K -$2.55M -28,497 -90%
AB
162
Amalgamated Bank
New York
$267K +$3.76K +42 +1%
SSWM
163
Smith Salley Wealth Management
North Carolina
$267K +$6.97K +78 +3%
HEIP
164
Hudson Edge Investment Partners
New Jersey
$222K -$79.2K -886 -26%
DC
165
Davenport & Co
Virginia
$212K -$8.93K -100 -4%
MHS
166
M Holdings Securities
Oregon
$206K -$8.5K -95 -4%
GCP
167
GSA Capital Partners
United Kingdom
$204K -$365K -4,091 -64%
ICAS
168
Investors Capital Advisory Services
Massachusetts
$200K +$200K +2,241 New
CF
169
CenterStar Fund
Illinois
$193K -$58K – –
PG
170
PEAK6 Group
Illinois
$188K +$66.6K +746 +55%
RCM
171
Riverhead Capital Management
Delaware
$125K +$125K +1,400 New
PAM
172
Panagora Asset Management
Massachusetts
$103K – – –
FMT
173
First Mercantile Trust
Tennessee
$98K -$4.46K -50 -4%
LIA
174
LS Investment Advisors
Michigan
$88K +$7.24K +81 +9%
MOACM
175
Mutual of America Capital Management
New York
$71K +$8.88K +100 +14%
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7
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