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Helen of Troy
HELE

Overview Fund Activity

234 hedge funds and large institutions have $2.22B invested in Helen of Troy in 2016 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 91 increasing their positions, 81 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
234
Holders Change
–
Holders Change %
0%
% of All Funds
6.25%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
35
Increased
91
Reduced
81
Closed
33
Calls
$3.95M
Puts
$4.07M
Net Calls
-$116K
Net Calls Change
-$3.05M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$24.7M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$45.4M
3
Wells Fargo
3
Wells Fargo
California
$38.1M
4
Citadel Advisors
4
Citadel Advisors
Florida
$10.5M
5
BFA
5
BlackRock Fund Advisors
California
$129M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$4M
2
MFIMFI
2
Mesirow Financial Investment Management - Fixed Income
Illinois
$0
3
Ameriprise
3
Ameriprise
Minnesota
$13.9M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$160M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$29.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
151
Princeton Alpha Management
New Jersey
$440K +$440K +5,108 New
ProShare Advisors
152
ProShare Advisors
Maryland
$434K -$59.6K -691 -12%
BNP Paribas Financial Markets
153
BNP Paribas Financial Markets
France
$431K -$1.63M -18,962 -79%
Connor, Clark & Lunn Investment Management (CC&L)
154
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$431K +$431K +5,000 New
LCM
155
Laurion Capital Management
New York
$405K +$94.8K +1,100 +31%
GVT
156
Genesee Valley Trust
New York
$401K +$221K +2,568 +123%
PA
157
Profund Advisors
Maryland
$396K +$102K +1,179 +34%
AR
158
Advisory Research
Illinois
$388K -$422K -4,900 -52%
IB
159
Intrust Bank
Kansas
$387K +$11.6K +135 +3%
Thrivent Financial for Lutherans
160
Thrivent Financial for Lutherans
Minnesota
$377K +$31.1K +360 +9%
SCM
161
Shelton Capital Management
Colorado
$368K +$165K +1,916 +81%
KeyBank National Association
162
KeyBank National Association
Ohio
$356K -$15K -174 -4%
COPPSERS
163
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$355K -$106K -1,225 -23%
NIT
164
NumerixS Investment Technologies
British Columbia, Canada
$353K +$258K +3,000 +273%
Stifel Financial
165
Stifel Financial
Missouri
$343K -$136K -1,576 -28%
LPL Financial
166
LPL Financial
California
$338K -$22K -255 -6%
GCP
167
GSA Capital Partners
United Kingdom
$323K -$620K -7,198 -66%
SB
168
Suntrust Banks
Georgia
$316K -$86.9K -1,014 -22%
CB
169
Commerce Bank
Missouri
$312K – – –
AGM
170
Alpine Global Management
New York
$312K +$312K +3,625 New
JHIU
171
Janus Henderson Investors US
Colorado
$311K – – –
PG
172
PEAK6 Group
Illinois
$305K +$305K +3,536 New
VKH
173
Virtu KCG Holdings
New York
$297K -$76.5K -888 -20%
Bank of Montreal
174
Bank of Montreal
Ontario, Canada
$293K +$26.7K +311 +10%
AB
175
Amalgamated Bank
New York
$291K -$604 -7 -0.2%
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7
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