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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.

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

Top Sellers

1
State Street
1
State Street
Massachusetts
$77.1M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$73M
3
GAM
3
Gotham Asset Management
New York
$1.16M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$216M
5
American Century Companies
5
American Century Companies
Missouri
$11.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$397M 4,211,957 -80,700 -2%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$216M 2,295,966 -116,030 -5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$208M 2,202,641 +30,999 +1%
BFA
4
BlackRock Fund Advisors
California
$165M 1,754,503 +58,761 +3%
State Street
5
State Street
Massachusetts
$77.1M 817,848 -490,607 -37%
Northern Trust
6
Northern Trust
Illinois
$76.2M 808,628 -4,129 -0.5%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$73M 774,099 -454,726 -37%
AllianceBernstein
8
AllianceBernstein
Tennessee
$72.9M 773,850 +33,619 +5%
Ameriprise
9
Ameriprise
Minnesota
$69.1M 733,284 -89,612 -11%
BIT
10
BlackRock Institutional Trust
California
$66M 700,276 +9,964 +1%
Invesco
11
Invesco
Georgia
$59.6M 631,898 -29,061 -4%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$50.6M 536,445 -32,313 -6%
WHG
13
Westwood Holdings Group
Texas
$50.2M 532,702 +394,448 +285%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$44.5M 472,642 -3,127 -0.7%
JIR
15
James Investment Research
Ohio
$32.9M 349,325 +53,484 +18%
GT
16
Glenmede Trust
Pennsylvania
$32.9M 348,795 -26,151 -7%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$31.9M 338,570 +32,070 +10%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$29.8M 316,692 -38,788 -11%
Wells Fargo
19
Wells Fargo
California
$27.7M 293,789 +10,613 +4%
KCM
20
Kennedy Capital Management
Missouri
$25.2M 267,732 -46,526 -15%
Norges Bank
21
Norges Bank
Norway
$23.5M 248,975 +28,733 +13%
BA
22
Boston Advisors
Massachusetts
$22.4M 237,650 +237,650 New
Morgan Stanley
23
Morgan Stanley
New York
$22.2M 235,204 +224,298 +2,057%
RHJA
24
Rice Hall James & Associates
California
$21.5M 227,892 -2,855 -1%
NFA
25
Nationwide Fund Advisors
Ohio
$20M 212,049 +118,039 +126%
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