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Helen of Troy
HELE

Overview Fund Activity

209 hedge funds and large institutions have $2.33B invested in Helen of Troy in 2017 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 66 increasing their positions, 86 reducing their positions, and 21 closing their positions.

Holders
209
Holders Change
+2
Holders Change %
+0.97%
% of All Funds
5.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
66
Reduced
86
Closed
21
Calls
$3.32M
Puts
$14.1M
Net Calls
-$10.8M
Net Calls Change
+$2.03M

Top Buyers

1
BlackRock
1
BlackRock
New York
$264M
2
GT
2
Glenmede Trust
Pennsylvania
$36.3M
3
ACA
3
Anchor Capital Advisors
Massachusetts
$16.1M
4
CIP
4
Champlain Investment Partners
Vermont
$50.5M
5
Public Employees Retirement Association of Colorado
5
Public Employees Retirement Association of Colorado
Colorado
$10.6M

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$43.1M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$375M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$2.47M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$0
5
Grantham, Mayo, Van Otterloo & Co (GMO)
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$4.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
176
Advisor Group
Arizona
$79K +$14.5K +153 +22%
OAM
177
Oppenheimer Asset Management
New York
$72K +$72K +761 New
DADC
178
D.A. Davidson & Co
Montana
$70K -$60.9K -652 -47%
LTFS
179
Ladenburg Thalmann Financial Services
Florida
$59K -$72.3K -765 -55%
Parallax Volatility Advisers
180
Parallax Volatility Advisers
California
$52K +$52K +548 New
APSP
181
Asset Planning Services (Pennsylvania)
Pennsylvania
$47K +$47K +500 New
HR
182
Howe & Rusling
New York
$40K -$11.4K -120 -22%
FIB
183
First Interstate Bank
Montana
$37K – – –
DSC
184
Duncker Streett & Co
Missouri
$33K – – –
SGAM
185
Smith Group Asset Management
Texas
$32K – – –
GWM
186
Geneos Wealth Management
Colorado
$32K +$30.2K +330 +1,650%
IDBONY
187
Israel Discount Bank of New York
New York
$29K -$1.4K -15 -5%
VCM
188
Versant Capital Management
Arizona
$28K -$1.49K -16 -5%
AssetMark Inc
189
AssetMark Inc
California
$24K – – –
RFA
190
Reilly Financial Advisors
California
$19K – – –
TWA
191
TCI Wealth Advisors
Arizona
$17K – – –
BIG
192
Bellwether Investment Group
Tennessee
$15K -$6.72K -73 -31%
SEI Investments
193
SEI Investments
Pennsylvania
$13K -$30.7K -328 -70%
FPFS
194
First Personal Financial Services
North Carolina
$12K +$12K +127 New
YWP
195
YorkBridge Wealth Partners
New York
$11K -$43.1K -466 -80%
Fifth Third Bancorp
196
Fifth Third Bancorp
Ohio
$11K – – –
FHA
197
First Horizon Advisors
Tennessee
$10K -$4.55K -50 -31%
FMA
198
FNY Managed Accounts
New York
$10K +$10K +110 New
EA
199
Edge Advisors
Georgia
$10K +$10K +114 New
Creative Planning
200
Creative Planning
Kansas
$9K -$11.3K -125 -56%
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