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Helen of Troy
HELE

Overview Fund Activity

227 hedge funds and large institutions have $2.54B invested in Helen of Troy in 2015 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 81 increasing their positions, 74 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
+28
Holders Change %
+14.07%
% of All Funds
5.96%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
46
Increased
81
Reduced
74
Closed
16
Calls
$3.62M
Puts
$2.42M
Net Calls
+$1.2M
Net Calls Change
+$39K

Top Buyers

1
WHG
Westwood Holdings Group
Texas
$50.2M
2
BA
Boston Advisors
Massachusetts
$22.4M
3
Morgan Stanley
Morgan Stanley
New York
$22.2M
4
EVM
Eaton Vance Management
Massachusetts
$15M
5
NFA
Nationwide Fund Advisors
Ohio
$20M

Top Sellers

1
State Street
State Street
Massachusetts
$77.1M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$73M
3
GAM
Gotham Asset Management
New York
$1.16M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$216M
5
American Century Companies
American Century Companies
Missouri
$11.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
201
BlackRock
New York
$77K +$15.9K +170 +26%
Zurich Cantonal Bank
202
Zurich Cantonal Bank
Switzerland
$76K +$52K +552 +216%
MOACM
203
Mutual of America Capital Management
New York
$75K – – –
Fifth Third Bancorp
204
Fifth Third Bancorp
Ohio
$75K +$28K +299 +60%
Citadel Advisors
205
Citadel Advisors
Florida
$74K +$74K +784 New
CF
206
CenterStar Fund
Illinois
$68K -$193K – –
MFS
207
MSI Financial Services
Massachusetts
$68K +$33.2K +354 +95%
FMT
208
First Mercantile Trust
Tennessee
$66K -$37.7K -400 -36%
PG
209
PEAK6 Group
Illinois
$65K -$133K -1,414 -67%
OSAM
210
O'Shaughnessy Asset Management
Connecticut
$64K +$64K +675 New
KBC Group
211
KBC Group
Belgium
$54K -$238K -2,511 -81%
HMS
212
Hanseatic Management Services
New Mexico
$44K -$4.57K -48 -9%
FIB
213
First Interstate Bank
Montana
$37K – – –
SGAM
214
Smith Group Asset Management
Texas
$35K -$563 -6 -2%
DSC
215
Duncker Streett & Co
Missouri
$33K – – –
VCM
216
Versant Capital Management
Arizona
$33K +$33K +357 New
Creative Planning
217
Creative Planning
Kansas
$26K -$3.24K -34 -11%
HNB
218
Huntington National Bank
Ohio
$22K +$762 +8 +4%
RFA
219
Reilly Financial Advisors
California
$19K – – –
TWA
220
TCI Wealth Advisors
Arizona
$17K +$17K +181 New
CG
221
Colony Group
Massachusetts
$14K +$14K +150 New
FHA
222
First Horizon Advisors
Tennessee
$9K – – –
NFG
223
Next Financial Group
Texas
$9K – – –
PFSC
224
Peoples Financial Services Corp
Pennsylvania
$7K – – –
GAM
225
Gemmer Asset Management
California
$5K – – –
6 7 8
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