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Helen of Troy
HELE

147 hedge funds and large institutions have $996M invested in Helen of Troy in 2013 Q2 according to their latest regulatory filings, with 147 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

56% less call options, than puts

Call options by funds: $679K | Put options by funds: $1.55M

Holders
147
Holders Change
+147
Holders Change %
–
% of All Funds
4.8%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
% of All Funds
0.13%
New
147
Increased
–
Reduced
–
Closed
–
Calls
$679K
Puts
$1.55M
Net Calls
-$871K
Net Calls Change
-$871K

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$184M +$182M +4,785,304 New
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$91.1M +$90.2M +2,375,118 New
Wellington Management Group
3
Wellington Management Group
Massachusetts
$68M +$67.3M +1,772,694 New
Vanguard Group
4
Vanguard Group
Pennsylvania
$66.3M +$65.6M +1,727,634 New
CWAM
5
Columbia Wanger Asset Management
Illinois
$65.1M +$64.5M +1,697,771 New
BFA
6
BlackRock Fund Advisors
California
$59.8M +$59.2M +1,558,803 New
State Street
7
State Street
Massachusetts
$48.6M +$48.1M +1,266,160 New
Ameriprise
8
Ameriprise
Minnesota
$35.2M +$34.9M +917,975 New
BIT
9
BlackRock Institutional Trust
California
$34.3M +$34M +894,966 New
Northern Trust
10
Northern Trust
Illinois
$31.3M +$31M +815,329 New
JP Morgan Chase
11
JP Morgan Chase
New York
$23.1M +$22.9M +601,845 New
KeyBank National Association
12
KeyBank National Association
Ohio
$18.9M +$18.7M +491,950 New
New York State Common Retirement Fund
13
New York State Common Retirement Fund
New York
$14.7M +$14.6M +384,106 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$12.6M +$12.4M +327,406 New
Bank of New York Mellon
15
Bank of New York Mellon
New York
$10.8M +$10.6M +280,369 New
CIP
16
Chartwell Investment Partners
Pennsylvania
$9.8M +$9.7M +255,409 New
USAA
17
United Services Automobile Association
Texas
$9.13M +$9.04M +238,000 New
AQR Capital Management
18
AQR Capital Management
Connecticut
$8.65M +$8.57M +225,561 New
WCM Investment Management
19
WCM Investment Management
California
$8.64M +$8.52M +224,224 New
Norges Bank
20
Norges Bank
Norway
$8.57M +$8.49M +223,482 New
CCMLC
21
Cardinal Capital Management LLC (Connecticut)
Connecticut
$8.34M +$8.25M +217,313 New
HCM
22
Hodges Capital Management
Texas
$8.02M +$7.94M +209,040 New
Boston Partners
23
Boston Partners
Massachusetts
$7.71M +$7.63M +200,850 New
LCM
24
Lafitte Capital Management
Texas
$7.67M +$7.6M +200,000 New
SFM
25
Systematic Financial Management
New Jersey
$7.31M +$7.23M +190,455 New
1
2 3 4 5

HELE Hedge Fund Activity: Q2 2013 in Review

147 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Helen of Troy (HELE) for Q2 2013, worth a combined $996M.

Buyers outnumbered sellers: 147 funds opened new HELE positions and 0 closed out — a net gain of 147 holders — while 0 added to existing stakes and 0 trimmed.

  • 147 institutional investors held Helen of Troy (HELE) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $996M of Helen of Troy stock for Q2 2013.
  • 147 funds opened new Helen of Troy positions in Q2 2013 and 0 closed out, a net change of +147 holders.

Based on aggregated 13F filings for Q2 2013.