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Helen of Troy
HELE

Overview Fund Activity

227 hedge funds and large institutions have $2.54B invested in Helen of Troy in 2015 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 81 increasing their positions, 74 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
+28
Holders Change %
+14.07%
% of All Funds
5.96%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
46
Increased
81
Reduced
74
Closed
16
Calls
$3.62M
Puts
$2.42M
Net Calls
+$1.2M
Net Calls Change
+$39K

Top Buyers

1
WHG
Westwood Holdings Group
Texas
$50.2M
2
BA
Boston Advisors
Massachusetts
$22.4M
3
Morgan Stanley
Morgan Stanley
New York
$22.2M
4
EVM
Eaton Vance Management
Massachusetts
$15M
5
NFA
Nationwide Fund Advisors
Ohio
$20M

Top Sellers

1
State Street
State Street
Massachusetts
$77.1M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$73M
3
GAM
Gotham Asset Management
New York
$1.16M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$216M
5
American Century Companies
American Century Companies
Missouri
$11.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFP
176
Santa Fe Partners
New Mexico
$293K +$293K +3,109 New
SSWM
177
Smith Salley Wealth Management
North Carolina
$289K +$7.35K +78 +3%
Jacobs Levy Equity Management
178
Jacobs Levy Equity Management
New Jersey
$284K +$284K +3,010 New
Tudor Investment Corp
179
Tudor Investment Corp
Connecticut
$283K +$283K +3,000 New
AB
180
Amalgamated Bank
New York
$259K -$21.8K -232 -8%
GS
181
GAM Systematic
United Kingdom
$248K -$435K -4,611 -64%
MLM
182
Mount Lucas Management
Pennsylvania
$242K +$242K +2,568 New
BUB
183
BBVA USA Bancshares
Texas
$239K +$239K +2,532 New
Teacher Retirement System of Texas
184
Teacher Retirement System of Texas
Texas
$237K -$76.5K -811 -24%
PAM
185
Princeton Alpha Management
New Jersey
$225K +$225K +2,386 New
MHS
186
M Holdings Securities
Oregon
$223K +$5.57K +59 +3%
Capital Fund Management (CFM)
187
Capital Fund Management (CFM)
France
$217K -$274K -2,900 -56%
DC
188
Davenport & Co
Virginia
$217K -$7.07K -75 -3%
JG
189
Jefferies Group
New York
$213K +$213K +2,258 New
ICAS
190
Investors Capital Advisory Services
Massachusetts
$211K – – –
AIP
191
Ameritas Investment Partners
Nebraska
$207K +$207K +2,199 New
Nomura Holdings
192
Nomura Holdings
Japan
$203K +$203K +2,153 New
1GA
193
1st Global Advisors
Texas
$201K +$201K +2,128 New
IR
194
Invictus RG
Bermuda
$198K +$198K +2,097 New
MAM
195
Meeder Asset Management
Ohio
$186K +$186K +1,978 New
PAM
196
Panagora Asset Management
Massachusetts
$184K +$74.8K +793 +69%
Citigroup
197
Citigroup
New York
$123K -$1.43M -15,152 -92%
SEC
198
Seven Eight Capital
New York
$123K +$123K +1,300 New
CG
199
Cutler Group
California
$113K +$113K +1,200 New
LIA
200
LS Investment Advisors
Michigan
$93K – – –
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