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Helen of Troy
HELE

Overview Fund Activity

234 hedge funds and large institutions have $2.22B invested in Helen of Troy in 2016 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 91 increasing their positions, 81 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
234
Holders Change
–
Holders Change %
0%
% of All Funds
6.25%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
35
Increased
91
Reduced
81
Closed
33
Calls
$3.95M
Puts
$4.07M
Net Calls
-$116K
Net Calls Change
-$3.05M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$24.7M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$45.4M
3
Wells Fargo
3
Wells Fargo
California
$38.1M
4
Citadel Advisors
4
Citadel Advisors
Florida
$10.5M
5
BFA
5
BlackRock Fund Advisors
California
$129M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$4M
2
MFIMFI
2
Mesirow Financial Investment Management - Fixed Income
Illinois
$0
3
Ameriprise
3
Ameriprise
Minnesota
$13.9M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$160M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$29.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
201
Riverhead Capital Management
Delaware
$86K -$221K -2,564 -72%
LTFS
202
Ladenburg Thalmann Financial Services
Florida
$85K +$14.1K +163 +20%
Zurich Cantonal Bank
203
Zurich Cantonal Bank
Switzerland
$78K +$8.37K +97 +12%
AAM
204
Advisors Asset Management
Colorado
$60K – – –
TRCT
205
Tower Research Capital (TRC)
New York
$55K -$102K -1,190 -65%
JCM
206
Jacobi Capital Management
Pennsylvania
$52K – – –
HR
207
Howe & Rusling
New York
$47K – – –
PCM
208
Prelude Capital Management
New York
$43K +$34.4K +400 +400%
FIB
209
First Interstate Bank
Montana
$34K – – –
Citigroup
210
Citigroup
New York
$31K -$24K -272 -44%
DSC
211
Duncker Streett & Co
Missouri
$30K – – –
SGAM
212
Smith Group Asset Management
Texas
$29K – – –
VCM
213
Versant Capital Management
Arizona
$27K +$85 +1 +0.3%
VOYA Investment Management
214
VOYA Investment Management
Georgia
$23.4K +$9.7K +112,535 +71%
AssetMark Inc
215
AssetMark Inc
California
$23K -$2.52M -29,781 -99%
FHA
216
First Horizon Advisors
Tennessee
$23K +$5.01K +61 +28%
Creative Planning
217
Creative Planning
Kansas
$22K – – –
MFS
218
MSI Financial Services
Massachusetts
$18K -$137K -1,574 -88%
RFA
219
Reilly Financial Advisors
California
$17K – – –
TWA
220
TCI Wealth Advisors
Arizona
$16K – – –
IA
221
IFP Advisors
Florida
$15K +$3.71K +42 +33%
Walleye Trading
222
Walleye Trading
New York
$12K -$215K -2,431 -95%
Fifth Third Bancorp
223
Fifth Third Bancorp
Ohio
$11K – – –
Parallax Volatility Advisers
224
Parallax Volatility Advisers
California
$11K +$11K +126 New
TCIM
225
TIAA CREF Investment Management
New York
$9.9K -$1.4K -16,290 -12%
7 8
9
10 11