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Helen of Troy
HELE

Overview Fund Activity

212 hedge funds and large institutions have $2.46B invested in Helen of Troy in 2017 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 84 increasing their positions, 75 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
-13
Holders Change %
-5.78%
% of All Funds
5.29%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
17
Increased
84
Reduced
75
Closed
29
Calls
$4.8M
Puts
$7.94M
Net Calls
-$3.13M
Net Calls Change
-$1.48M

Top Buyers

1
ACH
1
ArrowMark Colorado Holdings
Colorado
$39.7M
2
American Century Companies
2
American Century Companies
Missouri
$23.1M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$390M
4
CB
4
Cooke & Bieler
Pennsylvania
$39.4M
5
O
5
OppenheimerFunds
New York
$12.5M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$2.36M
2
KCM
2
Kennedy Capital Management
Missouri
$16.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$12.4M
4
VRS
4
Virginia Retirement Systems
Virginia
$0
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$27.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
YWP
201
YorkBridge Wealth Partners
New York
$10K – – –
PA
202
Parallel Advisors
California
$9K – – –
PFSC
203
Peoples Financial Services Corp
Pennsylvania
$7K – – –
IA
204
IFP Advisors
Florida
$6K – – –
GAM
205
Gemmer Asset Management
California
$6K – – –
WT
206
Whittier Trust
California
$4K +$4K +40 New
CG
207
Cutler Group
California
$3K – – –
MFW
208
Mosaic Family Wealth
Missouri
$3K +$3K +35 New
BL
209
Balentine LLC
Georgia
$2K – – –
QI
210
QS Investors
New York
$1K – – –
DAM
211
Delta Asset Management
Tennessee
$1K +$1K +11 New
OFS
212
Orrstown Financial Services
Pennsylvania
$1K +$1K +13 New
VRS
213
Virginia Retirement Systems
Virginia
– -$7.09M -75,300 Closed
HHC
214
Hutchin Hill Capital
New York
– -$2.16M -22,900 Closed
NAM
215
NorthCoast Asset Management
Connecticut
– -$1.43M -15,224 Closed
Connor, Clark & Lunn Investment Management (CC&L)
216
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$1.29M -13,675 Closed
Susquehanna International Group
217
Susquehanna International Group
Pennsylvania
– -$1.26M -13,351 Closed
WG
218
Winton Group
United Kingdom
– -$869K -9,235 Closed
SCM
219
Stevens Capital Management
Pennsylvania
– -$794K -8,442 Closed
ARTA
220
A.R.T. Advisors
New York
– -$762K -8,100 Closed
LCM
221
Laurion Capital Management
New York
– -$489K -5,200 Closed
PG
222
PEAK6 Group
Illinois
– -$449K -4,767 Closed
Nomura Holdings
223
Nomura Holdings
Japan
– -$421K -4,476 Closed
PM
224
Parametrica Management
Hong Kong
– -$359K -3,810 Closed
Jane Street
225
Jane Street
New York
– -$355K -3,771 Closed
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