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Helen of Troy
HELE

Overview Fund Activity

181 hedge funds and large institutions have $1.88B invested in Helen of Troy in 2014 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 47 increasing their positions, 72 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
+19
Holders Change %
+11.73%
% of All Funds
5.23%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
43
Increased
47
Reduced
72
Closed
23
Calls
$3.22M
Puts
$1.2M
Net Calls
+$2.02M
Net Calls Change
+$1.53M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
$66M
2
State Street
State Street
Massachusetts
$97.2M
3
KCM
Kennedy Capital Management
Missouri
$21.9M
4
OCG
Opus Capital Group
Ohio
$12.6M
5
FCM
Force Capital Management
New York
$9.35M

Top Sellers

1
SHCM
Sachem Head Capital Management
New York
$0
2
CWAM
Columbia Wanger Asset Management
Illinois
$0
3
Ameriprise
Ameriprise
Minnesota
$73.4M
4
CB
Cooke & Bieler
Pennsylvania
$14.1M
5
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
$4.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
Manulife (Manufacturers Life Insurance)
176
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.65K -$6 -86 -0.4%
KCM
177
Keane Capital Management
North Carolina
$1.62K -$2.42K -35,000 -60%
PTC
178
Private Trust Company
Ohio
$1K -$529 -9 -35%
S
179
SignatureFD
Georgia
$1K – – –
FHA
180
First Horizon Advisors
Tennessee
$1K +$1K +23 New
SHCM
181
Sachem Head Capital Management
New York
– -$59.3M -1,200,000 Closed
CWAM
182
Columbia Wanger Asset Management
Illinois
– -$52.6M -1,062,500 Closed
HCM
183
Hodges Capital Management
Texas
– -$8.69M -176,025 Closed
AQR Capital Management
184
AQR Capital Management
Connecticut
– -$6.12M -123,542 Closed
FWSM
185
First Wilshire Securities Management
California
– -$4.08M -82,609 Closed
BNP Paribas Asset Management
186
BNP Paribas Asset Management
France
– -$4.01M -81,070 Closed
Arrowstreet Capital
187
Arrowstreet Capital
Massachusetts
– -$1.39M -28,007 Closed
Axa
188
Axa
France
– -$1.23M -24,780 Closed
NBC
189
Neuberger Berman Canada
Ontario, Canada
– -$686K -13,900 Closed
MAM
190
Martingale Asset Management
Massachusetts
– -$588K -11,905 Closed
Los Angeles Capital Management
191
Los Angeles Capital Management
California
– -$564K -11,413 Closed
AWCI
192
Alpine Woods Capital Investors
New York
– -$518K -10,500 Closed
CIC
193
Cornercap Investment Counsel
Georgia
– -$425K -8,600 Closed
ZIM
194
ZPR Investment Management
Florida
– -$377K -7,628 Closed
D.E. Shaw & Co
195
D.E. Shaw & Co
New York
– -$253K -5,113 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
196
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$240K -4,848 Closed
HI
197
HBK Investments
Texas
– -$223K -4,500 Closed
SCA
198
SAC Capital Advisors
Connecticut
– -$208K -4,211 Closed
NCCM
199
Nine Chapters Capital Management
New Jersey
– -$202K -4,100 Closed
BNP Paribas Financial Markets
200
BNP Paribas Financial Markets
France
– -$20.4K -413 Closed
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