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Helen of Troy
HELE

Overview Fund Activity

181 hedge funds and large institutions have $1.88B invested in Helen of Troy in 2014 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 47 increasing their positions, 72 reducing their positions, and 23 closing their positions.

Holders
181
Holders Change
+19
Holders Change %
+11.73%
% of All Funds
5.23%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
43
Increased
47
Reduced
72
Closed
23
Calls
$3.22M
Puts
$1.2M
Net Calls
+$2.02M
Net Calls Change
+$1.53M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$66M
2
State Street
2
State Street
Massachusetts
$97.2M
3
KCM
3
Kennedy Capital Management
Missouri
$21.9M
4
OCG
4
Opus Capital Group
Ohio
$12.6M
5
FCM
5
Force Capital Management
New York
$9.35M

Top Sellers

1
SHCM
1
Sachem Head Capital Management
New York
$0
2
CWAM
2
Columbia Wanger Asset Management
Illinois
$0
3
Ameriprise
3
Ameriprise
Minnesota
$73.4M
4
CB
4
Cooke & Bieler
Pennsylvania
$14.1M
5
CCMLC
5
Cardinal Capital Management LLC (Connecticut)
Connecticut
$4.52M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$332M 4,793,834 -12,989 -0.3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$173M 2,494,281 +27,035 +1%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$132M 1,904,202 -22,673 -1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$126M 1,825,022 +13,699 +0.8%
BFA
5
BlackRock Fund Advisors
California
$110M 1,594,354 -108,189 -6%
State Street
6
State Street
Massachusetts
$97.2M 1,404,265 +365,607 +35%
Ameriprise
7
Ameriprise
Minnesota
$73.4M 1,060,400 -191,867 -15%
AllianceBernstein
8
AllianceBernstein
Tennessee
$66M 953,623 +896,822 +1,579%
BIT
9
BlackRock Institutional Trust
California
$65.8M 950,690 +109,221 +13%
Northern Trust
10
Northern Trust
Illinois
$57.1M 824,557 +246 +0%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$39.4M 568,422 +3,450 +0.6%
FWIA
12
Fort Washington Investment Advisors
Ohio
$35.6M 514,048 -1,931 -0.4%
Victory Capital Management
13
Victory Capital Management
Texas
$29.7M 429,708 -120,759 -22%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$28.6M 412,695 +114,718 +38%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$22.7M 327,568 -40,319 -11%
KCM
16
Kennedy Capital Management
Missouri
$21.9M 316,569 +211,405 +201%
USAA
17
United Services Automobile Association
Texas
$17.8M 256,600 – –
CIP
18
Chartwell Investment Partners
Pennsylvania
$17.3M 249,169 -12,330 -5%
Norges Bank
19
Norges Bank
Norway
$15.5M 223,482 – –
T. Rowe Price Associates
20
T. Rowe Price Associates
Maryland
$14.9M 215,900 +16,500 +8%
WCM Investment Management
21
WCM Investment Management
California
$14.1M 204,031 -7,475 -4%
CB
22
Cooke & Bieler
Pennsylvania
$14.1M 203,847 -187,857 -48%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$12.9M 185,640 +27,954 +18%
OCG
24
Opus Capital Group
Ohio
$12.6M 181,332 +181,332 New
SFM
25
Systematic Financial Management
New Jersey
$12.1M 174,668 -6,117 -3%
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