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Helen of Troy
HELE

Overview Fund Activity

183 hedge funds and large institutions have $1.65B invested in Helen of Troy in 2014 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 67 increasing their positions, 69 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
Holders Change
+2
Holders Change %
+1.1%
% of All Funds
5.26%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
22
Increased
67
Reduced
69
Closed
20
Calls
$2.03M
Puts
$182K
Net Calls
+$1.85M
Net Calls Change
-$174K

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
$21.8M
2
Norges Bank
Norges Bank
Norway
$27.1M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$32.2M
4
AllianceBernstein
AllianceBernstein
Tennessee
$70.1M
5
KCM
Kennedy Capital Management
Missouri
$30.8M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$259M
2
BIT
BlackRock Institutional Trust
California
$45.6M
3
BFA
BlackRock Fund Advisors
California
$85.9M
4
EARNEST Partners
EARNEST Partners
Georgia
$473K
5
Victory Capital Management
Victory Capital Management
Texas
$19M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIA
176
Piedmont Investment Advisors
North Carolina
$6.43K +$2.3K +38 +56%
FHA
177
First Horizon Advisors
Tennessee
$6K +$4.92K +105 +457%
PFSC
178
Peoples Financial Services Corp
Pennsylvania
$5K – – –
MFS
179
MSI Financial Services
Massachusetts
$5K – – –
GAM
180
Gemmer Asset Management
California
$2K – – –
Northwestern Mutual Wealth Management
181
Northwestern Mutual Wealth Management
Wisconsin
$2K – – –
PTC
182
Private Trust Company
Ohio
$1K -$63 -1 -6%
S
183
SignatureFD
Georgia
$1K – – –
CCMLC
184
Cardinal Capital Management LLC (Connecticut)
Connecticut
– -$4.52M -65,233 Closed
LCM
185
LionEye Capital Management
New York
– -$3.5M -50,577 Closed
MFIMFI
186
Mesirow Financial Investment Management - Fixed Income
Illinois
– -$1.94M -28,015 Closed
KPCM
187
Kings Point Capital Management
New York
– -$1.74M -25,074 Closed
EI
188
EAM Investors
California
– -$1.22M -17,656 Closed
OC
189
Oarsman Capital
Wisconsin
– -$839K -12,115 Closed
CCA
190
Catalyst Capital Advisors
New York
– -$568K -8,200 Closed
EC
191
EJF Capital
Virginia
– -$519K -7,500 Closed
AG
192
Algert Global
California
– -$487K -7,040 Closed
ZIM
193
Zacks Investment Management
Illinois
– -$372K -5,372 Closed
CMBA
194
C.M. Bidwell & Associates
Hawaii
– -$355K -5,130 Closed
VKH
195
Virtu KCG Holdings
New York
– -$285K -4,115 Closed
BMCMI
196
Bryn Mawr Capital Management Inc
Pennsylvania
– -$277K -4,003 Closed
VCM
197
Violich Capital Management
California
– -$217K -3,135 Closed
SFP
198
Santa Fe Partners
New Mexico
– -$213K -3,084 Closed
P
199
Pitcairn
Pennsylvania
– -$205K -2,958 Closed
PAM
200
Princeton Alpha Management
New Jersey
– -$202K -2,922 Closed
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