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Helen of Troy
HELE

Overview Fund Activity

227 hedge funds and large institutions have $2.54B invested in Helen of Troy in 2015 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 81 increasing their positions, 74 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
+28
Holders Change %
+14.07%
% of All Funds
5.96%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
46
Increased
81
Reduced
74
Closed
16
Calls
$3.62M
Puts
$2.42M
Net Calls
+$1.2M
Net Calls Change
+$39K

Top Buyers

1
WHG
Westwood Holdings Group
Texas
$50.2M
2
BA
Boston Advisors
Massachusetts
$22.4M
3
Morgan Stanley
Morgan Stanley
New York
$22.2M
4
EVM
Eaton Vance Management
Massachusetts
$15M
5
NFA
Nationwide Fund Advisors
Ohio
$20M

Top Sellers

1
State Street
State Street
Massachusetts
$77.1M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$73M
3
GAM
Gotham Asset Management
New York
$1.16M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$216M
5
American Century Companies
American Century Companies
Missouri
$11.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MERSOM
151
Municipal Employees' Retirement System of Michigan
Michigan
$546K +$35.8K +380 +7%
BNP Paribas Financial Markets
152
BNP Paribas Financial Markets
France
$528K -$29.5K -313 -5%
AP
153
AHL Partners
United Kingdom
$524K -$1.84M -19,541 -78%
PA
154
Profund Advisors
Maryland
$523K +$113K +1,200 +28%
Janney Montgomery Scott
155
Janney Montgomery Scott
Pennsylvania
$515K +$45.1K +479 +10%
AA
156
ALPS Advisors
Colorado
$514K -$9.43K -100 -2%
NA
157
Navellier & Associates
Nevada
$511K -$158K -1,682 -24%
CCM
158
Cadence Capital Management
Massachusetts
$502K +$502K +5,330 New
Public Employees Retirement Association of Colorado
159
Public Employees Retirement Association of Colorado
Colorado
$496K – – –
DTL
160
Dynamic Technology Lab
Singapore
$477K +$477K +5,056 New
Daiwa Securities Group
161
Daiwa Securities Group
Japan
$471K -$113K -1,200 -19%
Stifel Financial
162
Stifel Financial
Missouri
$465K +$28.7K +305 +7%
ProShare Advisors
163
ProShare Advisors
Maryland
$457K +$150K +1,594 +49%
MSA
164
Mason Street Advisors
Wisconsin
$427K +$29.5K +313 +7%
SB
165
Suntrust Banks
Georgia
$422K +$422K +4,482 New
LTFS
166
Ladenburg Thalmann Financial Services
Florida
$420K -$4.04K -43 -1%
TAM
167
Tocqueville Asset Management
New York
$358K -$283K -3,000 -44%
LCM
168
Laurion Capital Management
New York
$358K +$358K +3,800 New
PI
169
PineBridge Investments
New York
$355K +$33.4K +355 +10%
JHIU
170
Janus Henderson Investors US
Colorado
$340K – – –
HEIP
171
Hudson Edge Investment Partners
New Jersey
$309K +$74.9K +795 +32%
BCM
172
Bayesian Capital Management
New York
$303K +$303K +3,220 New
NI
173
Numeric Investors
Massachusetts
$302K – – –
AssetMark Inc
174
AssetMark Inc
California
$301K -$129K -1,373 -30%
BC
175
Burney Company
Virginia
$301K – – –
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