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Helen of Troy
HELE

Overview Fund Activity

225 hedge funds and large institutions have $2.34B invested in Helen of Troy in 2017 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 83 increasing their positions, 76 reducing their positions, and 20 closing their positions.

Holders
225
Holders Change
+16
Holders Change %
+7.66%
% of All Funds
5.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
37
Increased
83
Reduced
76
Closed
20
Calls
$2.46M
Puts
$4.11M
Net Calls
-$1.66M
Net Calls Change
+$9.13M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$26.5M
2
FA
2
Friess Associates
Delaware
$12M
3
CIP
3
Champlain Investment Partners
Vermont
$62.2M
4
Deutsche Bank
4
Deutsche Bank
Germany
$17.9M
5
Morgan Stanley
5
Morgan Stanley
New York
$21.8M

Top Sellers

1
RHJA
1
Rice Hall James & Associates
California
$0
2
JIR
2
James Investment Research
Ohio
$2.41M
3
WHG
3
Westwood Holdings Group
Texas
$43.2M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$363M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$143M
Name Holding Trade Value Shares
Change 		Shares
Change %
PM
151
Parametrica Management
Hong Kong
$359K +$359K +3,810 New
Jane Street
152
Jane Street
New York
$355K +$355K +3,771 New
LP
153
LMR Partners
United Kingdom
$351K +$351K +3,723 New
PA
154
Profund Advisors
Maryland
$341K -$156K -1,660 -31%
GC
155
Grace Capital
Massachusetts
$337K +$10.4K +110 +3%
CB
156
Commerce Bank
Missouri
$326K – – –
SAM
157
Securian Asset Management
Minnesota
$317K -$9.42K -100 -3%
SSWM
158
Smith Salley Wealth Management
North Carolina
$315K -$15.5K -165 -5%
IG
159
ING Group
Netherlands
$310K +$310K +3,291 New
RQS
160
Ramsey Quantitative Systems
Kentucky
$305K +$305K +3,243 New
EP
161
Elkfork Partners
Oregon
$282K +$112K +1,190 +66%
SCCM
162
Schafer Cullen Capital Management
New York
$276K -$73.5K -780 -21%
NIT
163
NumerixS Investment Technologies
British Columbia, Canada
$273K -$169K -1,800 -38%
TI
164
Trexquant Investment
Connecticut
$263K +$263K +2,800 New
ARMT
165
Amica Retiree Medical Trust
Rhode Island
$243K +$243K +2,581 New
PCM
166
Palouse Capital Management
Washington
$241K -$16.3K -173 -6%
AFA
167
Abacus FCF Advisors
Florida
$240K +$240K +2,555 New
Bank of Montreal
168
Bank of Montreal
Ontario, Canada
$238K – – –
JCM
169
Janney Capital Management
Pennsylvania
$234K +$20.4K +217 +10%
GHCM
170
Glen Harbor Capital Management
California
$232K +$92.3K +980 +66%
SO
171
STRS Ohio
Ohio
$216K – – –
CAM
172
Capstone Asset Management
Texas
$216K +$4.71K +50 +2%
BCM
173
BlueCrest Capital Management
Jersey
$215K +$215K +2,286 New
CSS
174
Cubist Systematic Strategies
Connecticut
$213K +$213K +2,262 New
Teacher Retirement System of Texas
175
Teacher Retirement System of Texas
Texas
$203K -$5.84K -62 -3%
5 6
7
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