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Helen of Troy
HELE

Overview Fund Activity

218 hedge funds and large institutions have $2.59B invested in Helen of Troy in 2015 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 66 increasing their positions, 78 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
+32
Holders Change %
+17.2%
% of All Funds
5.88%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
49
Increased
66
Reduced
78
Closed
16
Calls
$4.15M
Puts
$3.65M
Net Calls
+$492K
Net Calls Change
-$2.17M

Top Buyers

1
Invesco
Invesco
Georgia
$48.1M
2
GAM
Gotham Asset Management
New York
$35.2M
3
Vanguard Group
Vanguard Group
Pennsylvania
$194M
4
JIR
James Investment Research
Ohio
$24M
5
NC
Northpointe Capital
Michigan
$8.98M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$128M
2
State Street
State Street
Massachusetts
$109M
3
RHJA
Rice Hall James & Associates
California
$22.5M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$0
5
CIP
Champlain Investment Partners
Vermont
$7.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFS
201
MSI Financial Services
Massachusetts
$21K +$12.2K +125 +139%
TIM
202
Thornburg Investment Management
New Mexico
$20K -$14.6M -150,746 -100%
RFA
203
Reilly Financial Advisors
California
$19K – – –
MA
204
MUFG Americas
New York
$18K +$18K +187 New
QT
205
Quantbot Technologies
New York
$18K +$18K +192 New
W
206
Wealthfront
California
$14K +$11.2K +115 +397%
HCMT
207
Highland Capital Management (Tennessee)
Tennessee
$12K +$12K +120 New
CCS
208
Crosspoint Capital Strategies
California
$11K +$11K +108 New
Zurich Cantonal Bank
209
Zurich Cantonal Bank
Switzerland
$10K – – –
FHA
210
First Horizon Advisors
Tennessee
$10K – – –
Manulife (Manufacturers Life Insurance)
211
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.43K +$6.61K +67,758 +363%
CAM
212
ClariVest Asset Management
California
$8K +$8K +81 New
PFSC
213
Peoples Financial Services Corp
Pennsylvania
$7K – – –
GAM
214
Gemmer Asset Management
California
$5K – – –
Parallax Volatility Advisers
215
Parallax Volatility Advisers
California
$4K -$10.3K -118 -72%
Northwestern Mutual Wealth Management
216
Northwestern Mutual Wealth Management
Wisconsin
$4K – – –
NFG
217
Next Financial Group
Texas
$4K +$4K +50 New
HMS
218
Hanseatic Management Services
New Mexico
$1K +$1K +10 New
Nuveen Asset Management
219
Nuveen Asset Management
Illinois
$206 +$206 +2,108 New
Hotchkis & Wiley Capital Management
220
Hotchkis & Wiley Capital Management
California
– -$16.2M -198,500 Closed
BGIM
221
Brandywine Global Investment Management
Pennsylvania
– -$11.5M -141,415 Closed
AIM
222
Artemis Investment Management
United Kingdom
– -$7.69M -94,301 Closed
WA
223
Whitebox Advisors
Minnesota
– -$2.48M -30,472 Closed
SIP
224
Stoneridge Investment Partners
Pennsylvania
– -$1.98M -24,338 Closed
DIA
225
Dean Investment Associates
Ohio
– -$1.8M -22,113 Closed
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