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Helen of Troy
HELE

Overview Fund Activity

225 hedge funds and large institutions have $2.34B invested in Helen of Troy in 2017 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 83 increasing their positions, 76 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
+16
Holders Change %
+7.66%
% of All Funds
5.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
37
Increased
83
Reduced
76
Closed
20
Calls
$2.46M
Puts
$4.11M
Net Calls
-$1.66M
Net Calls Change
+$9.13M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$26.5M
2
FA
2
Friess Associates
Delaware
$12M
3
CIP
3
Champlain Investment Partners
Vermont
$62.2M
4
Deutsche Bank
4
Deutsche Bank
Germany
$17.9M
5
Morgan Stanley
5
Morgan Stanley
New York
$21.8M

Top Sellers

1
RHJA
1
Rice Hall James & Associates
California
$0
2
JIR
2
James Investment Research
Ohio
$2.41M
3
WHG
3
Westwood Holdings Group
Texas
$43.2M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$363M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$143M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIA
176
LS Investment Advisors
Michigan
$201K +$30.2K +321 +18%
Victory Capital Management
177
Victory Capital Management
Texas
$185K +$27.8K +295 +18%
MCIM
178
Meadow Creek Investment Management
Georgia
$182K +$72.4K +770 +66%
Citigroup
179
Citigroup
New York
$163K +$25.2K +268 +18%
RCM
180
Riverhead Capital Management
Delaware
$157K +$72.1K +765 +85%
FMT
181
First Mercantile Trust
Tennessee
$150K -$137K -1,450 -48%
QT
182
Quantbot Technologies
New York
$148K -$91.5K -974 -38%
Fuller & Thaler Asset Management
183
Fuller & Thaler Asset Management
California
$141K +$141K +1,500 New
FCM
184
Flinton Capital Management
Pennsylvania
$133K +$52.9K +560 +66%
FDCDDQ
185
Federation des caisses Desjardins du Quebec
Quebec, Canada
$118K -$214K -2,274 -64%
Zurich Cantonal Bank
186
Zurich Cantonal Bank
Switzerland
$98K +$13.3K +142 +16%
AIM
187
Acrospire Investment Management
Illinois
$94K -$18.8K -200 -17%
ASN
188
Advisory Services Network
Georgia
$90K +$90K +960 New
AG
189
Advisor Group
Arizona
$84K +$6.25K +67 +8%
DADC
190
D.A. Davidson & Co
Montana
$70K – – –
CPIG
191
Chicago Partners Investment Group
Illinois
$60K +$60K +640 New
Parallax Volatility Advisers
192
Parallax Volatility Advisers
California
$55K +$3.74K +40 +7%
APSP
193
Asset Planning Services (Pennsylvania)
Pennsylvania
$47K – – –
AP
194
Advisors Preferred
Maryland
$47K +$47K +502 New
Simplex Trading
195
Simplex Trading
Illinois
$43K +$43K +459 New
OAM
196
Oppenheimer Asset Management
New York
$39K -$32K -343 -45%
HR
197
Howe & Rusling
New York
$38K -$1.9K -20 -5%
SGAM
198
Smith Group Asset Management
Texas
$32K – – –
LTFS
199
Ladenburg Thalmann Financial Services
Florida
$31K -$27.8K -295 -47%
IDBONY
200
Israel Discount Bank of New York
New York
$28K -$1.42K -15 -5%
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