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Helen of Troy
HELE

Overview Fund Activity

207 hedge funds and large institutions have $2.11B invested in Helen of Troy in 2016 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 69 increasing their positions, 74 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
-27
Holders Change %
-11.54%
% of All Funds
5.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
31
Increased
69
Reduced
74
Closed
55
Calls
$2.55M
Puts
$15.4M
Net Calls
-$12.8M
Net Calls Change
-$12.7M

Top Buyers

1
CIP
1
Champlain Investment Partners
Vermont
$34.1M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$68.5M
3
BFA
3
BlackRock Fund Advisors
California
$140M
4
Wells Fargo
4
Wells Fargo
California
$47.9M
5
PP
5
Prudential plc
United Kingdom
$34.4M

Top Sellers

1
CAM
1
Congress Asset Management
Massachusetts
$0
2
Northern Trust
2
Northern Trust
Illinois
$57.6M
3
BA
3
Boston Advisors
Massachusetts
$0
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$141M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$13.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PG
176
PEAK6 Group
Illinois
$65K -$232K -2,762 -78%
AAM
177
Advisors Asset Management
Colorado
$59K – – –
AG
178
Advisor Group
Arizona
$57K -$36.9K -441 -39%
BJ
179
BlackRock Japan
Japan
$56K +$56K +660 New
YWP
180
YorkBridge Wealth Partners
New York
$52K +$52K +585 New
HR
181
Howe & Rusling
New York
$46K – – –
SEI Investments
182
SEI Investments
Pennsylvania
$39K -$70.2K -841 -64%
FIB
183
First Interstate Bank
Montana
$33K – – –
DSC
184
Duncker Streett & Co
Missouri
$30K – – –
SGAM
185
Smith Group Asset Management
Texas
$28K – – –
TRCT
186
Tower Research Capital (TRC)
New York
$27K -$27K -321 -50%
IDBONY
187
Israel Discount Bank of New York
New York
$27K +$27K +325 New
VCM
188
Versant Capital Management
Arizona
$26K – – –
AssetMark Inc
189
AssetMark Inc
California
$21K -$1.58K -19 -7%
BIG
190
Bellwether Investment Group
Tennessee
$20K +$20K +236 New
Creative Planning
191
Creative Planning
Kansas
$19K -$2.96K -35 -13%
JCM
192
Jacobi Capital Management
Pennsylvania
$18K -$36K -400 -67%
RFA
193
Reilly Financial Advisors
California
$17K – – –
PA
194
Parallel Advisors
California
$16K +$16K +192 New
TWA
195
TCI Wealth Advisors
Arizona
$15K – – –
FHA
196
First Horizon Advisors
Tennessee
$14K -$10.5K -120 -43%
IA
197
IFP Advisors
Florida
$10K -$3.82K -47 -28%
Fifth Third Bancorp
198
Fifth Third Bancorp
Ohio
$10K – – –
NFG
199
Next Financial Group
Texas
$8K – – –
PFSC
200
Peoples Financial Services Corp
Pennsylvania
$8K – – –
6 7
8
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