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Helen of Troy
HELE

Overview Fund Activity

186 hedge funds and large institutions have $2.2B invested in Helen of Troy in 2015 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 67 increasing their positions, 67 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+11
Holders Change %
+6.29%
% of All Funds
4.96%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
31
Increased
67
Reduced
67
Closed
18
Calls
$3.8M
Puts
$1.13M
Net Calls
+$2.66M
Net Calls Change
+$2.59M

Top Buyers

1
Prudential Financial
Prudential Financial
New Jersey
$61.7M
2
CM
Castleark Management
Illinois
$23.4M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$19.1M
4
State Street
State Street
Massachusetts
$107M
5
FA
Friess Associates
Delaware
$13M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$58.7M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$16.2M
3
TIM
Thornburg Investment Management
New Mexico
$12.3M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$136M
5
CB
Cooke & Bieler
Pennsylvania
$24.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
176
First Horizon Advisors
Tennessee
$8K – – –
Zurich Cantonal Bank
177
Zurich Cantonal Bank
Switzerland
$8K +$8K +98 New
MFS
178
MSI Financial Services
Massachusetts
$7K – – –
PFSC
179
Peoples Financial Services Corp
Pennsylvania
$6K – – –
Acadian Asset Management
180
Acadian Asset Management
Massachusetts
$6K +$6K +68 New
ASN
181
Advisory Services Network
Georgia
$4K -$5.48K -74 -58%
GAM
182
Gemmer Asset Management
California
$4K +$528 +7 +15%
Northwestern Mutual Wealth Management
183
Northwestern Mutual Wealth Management
Wisconsin
$3K -$6.23K -81 -68%
W
184
Wealthfront
California
$2K +$2K +29 New
Simplex Trading
185
Simplex Trading
Illinois
$2K +$1.94K +31 +3,100%
Manulife (Manufacturers Life Insurance)
186
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.52K +$64 +782 +4%
ZCM
187
Zebra Capital Management
Connecticut
– -$2.26M -34,735 Closed
Millennium Management
188
Millennium Management
New York
– -$2.02M -31,104 Closed
TI
189
Turner Investments
Pennsylvania
– -$1.57M -24,080 Closed
TI
190
Trexquant Investment
Connecticut
– -$970K -14,919 Closed
VAM
191
Visium Asset Management
New York
– -$549K -8,429 Closed
Marshall Wace
192
Marshall Wace
United Kingdom
– -$512K -7,864 Closed
DM
193
Diker Management
New York
– -$441K -6,779 Closed
CSS
194
Cubist Systematic Strategies
Connecticut
– -$436K -6,706 Closed
SKK
195
Shepherd Kaplan Krochuk
Massachusetts
– -$325K -5,000 Closed
HI
196
HBK Investments
Texas
– -$313K -4,810 Closed
IRS
197
Invictus RG (Singapore)
Singapore
– -$261K -4,013 Closed
PP
198
Paloma Partners
Connecticut
– -$251K -3,849 Closed
AL
199
Airain Ltd
Guernsey
– -$250K -3,835 Closed
Walleye Trading
200
Walleye Trading
New York
– -$60K -915 Closed
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