HELE icon

Helen of Troy
HELE

Overview Fund Activity

199 hedge funds and large institutions have $2.43B invested in Helen of Troy in 2015 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 85 increasing their positions, 75 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
-19
Holders Change %
-8.72%
% of All Funds
5.56%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
19
Increased
85
Reduced
75
Closed
36
Calls
$3.41M
Puts
$2.25M
Net Calls
+$1.16M
Net Calls Change
+$672K

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$19.8M
2
State Street
2
State Street
Massachusetts
$117M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$194M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$17.9M
5
Invesco
5
Invesco
Georgia
$59M

Top Sellers

1
Prudential Financial
1
Prudential Financial
New Jersey
$6.71M
2
FWIA
2
Fort Washington Investment Advisors
Ohio
$0
3
Two Sigma Investments
3
Two Sigma Investments
New York
$0
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$110M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
176
BlackRock
New York
$58K -$7.65K -86 -12%
HMS
177
Hanseatic Management Services
New Mexico
$46K +$45.1K +500 +5,000%
Fifth Third Bancorp
178
Fifth Third Bancorp
Ohio
$45K +$2.78K +31 +7%
FIB
179
First Interstate Bank
Montana
$35K +$35K +394 New
SGAM
180
Smith Group Asset Management
Texas
$34K – – –
MFS
181
MSI Financial Services
Massachusetts
$33K +$13.9K +157 +73%
DSC
182
Duncker Streett & Co
Missouri
$31K – – –
Creative Planning
183
Creative Planning
Kansas
$27K +$27K +307 New
Zurich Cantonal Bank
184
Zurich Cantonal Bank
Switzerland
$23K +$14.2K +157 +160%
Simplex Trading
185
Simplex Trading
Illinois
$20K -$102K -1,169 -84%
HNB
186
Huntington National Bank
Ohio
$20K -$7.62K -85 -28%
W
187
Wealthfront
California
$20K +$7.26K +82 +57%
Walleye Trading
188
Walleye Trading
New York
$18K -$6.21K -68 -26%
RFA
189
Reilly Financial Advisors
California
$18K – – –
MA
190
MUFG Americas
New York
$17K – – –
HCMT
191
Highland Capital Management (Tennessee)
Tennessee
$11K – – –
FHA
192
First Horizon Advisors
Tennessee
$9K – – –
Manulife (Manufacturers Life Insurance)
193
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.97K +$1.25K +13,994 +16%
NFG
194
Next Financial Group
Texas
$8K +$4K +50 +100%
PFSC
195
Peoples Financial Services Corp
Pennsylvania
$7K – – –
CAM
196
ClariVest Asset Management
California
$7K – – –
GAM
197
Gemmer Asset Management
California
$5K – – –
AA
198
ALPS Advisors
Colorado
$4.96K +$4.96K +5,549 New
SIM
199
Sonora Investment Management
Arizona
$4K +$4K +44 New
TRCT
200
Tower Research Capital (TRC)
New York
$2K -$133K -1,724 -99%
6 7
8
9 10