HELE icon

Helen of Troy
HELE

Overview Fund Activity

234 hedge funds and large institutions have $2.22B invested in Helen of Troy in 2016 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 91 increasing their positions, 81 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
234
Holders Change
–
Holders Change %
0%
% of All Funds
6.25%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
35
Increased
91
Reduced
81
Closed
33
Calls
$3.95M
Puts
$4.07M
Net Calls
-$116K
Net Calls Change
-$3.05M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$24.7M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$45.4M
3
Wells Fargo
3
Wells Fargo
California
$38.1M
4
Citadel Advisors
4
Citadel Advisors
Florida
$10.5M
5
BFA
5
BlackRock Fund Advisors
California
$129M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$4M
2
MFIMFI
2
Mesirow Financial Investment Management - Fixed Income
Illinois
$0
3
Ameriprise
3
Ameriprise
Minnesota
$13.9M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$160M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$29.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
176
Securian Asset Management
Minnesota
$290K – – –
CAM
177
Capstone Asset Management
Texas
$283K -$4.31K -50 -2%
CIM
178
CIM Investment Management
Pennsylvania
$276K +$276K +3,207 New
AI
179
Atria Investments
North Carolina
$266K +$266K +3,086 New
UBS Group
180
UBS Group
Switzerland
$262K -$49K -569 -16%
PM
181
Parametrica Management
Hong Kong
$260K +$260K +3,013 New
Teacher Retirement System of Texas
182
Teacher Retirement System of Texas
Texas
$259K -$80.2K -932 -24%
CSS
183
Cubist Systematic Strategies
Connecticut
$253K +$253K +2,941 New
NI
184
Numeric Investors
Massachusetts
$250K +$250K +2,900 New
SSWM
185
Smith Salley Wealth Management
North Carolina
$244K -$30.1K -350 -11%
CGH
186
Crossmark Global Holdings
Texas
$244K +$244K +2,522 New
HI
187
HBK Investments
Texas
$241K +$241K +2,800 New
O
188
OppenheimerFunds
New York
$237K +$48.2K +561 +26%
Janney Montgomery Scott
189
Janney Montgomery Scott
Pennsylvania
$237K +$237K +2,748 New
ARTA
190
A.R.T. Advisors
New York
$224K -$1.44M -16,688 -87%
SO
191
STRS Ohio
Ohio
$215K -$120K -1,400 -36%
MLM
192
Mount Lucas Management
Pennsylvania
$210K -$5.77K -67 -3%
LIA
193
LS Investment Advisors
Michigan
$154K +$8.18K +95 +6%
QT
194
Quantbot Technologies
New York
$127K +$127K +1,478 New
Victory Capital Management
195
Victory Capital Management
Texas
$125K +$50.6K +587 +68%
DADC
196
D.A. Davidson & Co
Montana
$121K +$89.4K +1,047 +283%
SEI Investments
197
SEI Investments
Pennsylvania
$113K +$45.9K +531 +68%
GS
198
GAM Systematic
United Kingdom
$99K -$151K -1,750 -60%
AG
199
Advisor Group
Arizona
$96K +$15.7K +183 +19%
Simplex Trading
200
Simplex Trading
Illinois
$94K +$42.6K +495 +83%
6 7
8
9 10