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Helen of Troy
HELE

Overview Fund Activity

209 hedge funds and large institutions have $2.33B invested in Helen of Troy in 2017 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 66 increasing their positions, 86 reducing their positions, and 21 closing their positions.

Holders
209
Holders Change
+2
Holders Change %
+0.97%
% of All Funds
5.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
66
Reduced
86
Closed
21
Calls
$3.32M
Puts
$14.1M
Net Calls
-$10.8M
Net Calls Change
+$2.03M

Top Buyers

1
BlackRock
1
BlackRock
New York
$264M
2
GT
2
Glenmede Trust
Pennsylvania
$36.3M
3
ACA
3
Anchor Capital Advisors
Massachusetts
$16.1M
4
CIP
4
Champlain Investment Partners
Vermont
$50.5M
5
Public Employees Retirement Association of Colorado
5
Public Employees Retirement Association of Colorado
Colorado
$10.6M

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$43.1M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$375M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$2.47M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$0
5
Grantham, Mayo, Van Otterloo & Co (GMO)
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$4.48M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$375M 3,981,097 -200,111 -5%
BlackRock
2
BlackRock
New York
$264M 2,805,144 +2,792,039 +21,305%
Vanguard Group
3
Vanguard Group
Pennsylvania
$213M 2,259,325 +68,092 +3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$152M 1,617,623 -53,667 -3%
State Street
5
State Street
Massachusetts
$95.9M 1,018,429 -22,216 -2%
Fisher Asset Management
6
Fisher Asset Management
Washington
$77.2M 819,649 +8,581 +1%
Wells Fargo
7
Wells Fargo
California
$60.8M 644,942 +77,825 +14%
WHG
8
Westwood Holdings Group
Texas
$55.3M 587,033 -58,784 -9%
CIP
9
Champlain Investment Partners
Vermont
$50.5M 536,065 +132,080 +33%
SCM
10
Snyder Capital Management
California
$49.1M 520,961 +44,456 +9%
Northern Trust
11
Northern Trust
Illinois
$43.1M 457,773 -224,751 -33%
Invesco
12
Invesco
Georgia
$40.5M 429,930 -17,889 -4%
PP
13
Prudential plc
United Kingdom
$37.9M 402,500 -5,300 -1%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$37.4M 397,178 +17,872 +5%
GT
15
Glenmede Trust
Pennsylvania
$36.3M 385,993 +379,475 +5,822%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$35.8M 379,813 +1,855 +0.5%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$33.2M 352,924 -36,300 -9%
Norges Bank
18
Norges Bank
Norway
$32.2M 341,422 +41,171 +14%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$28.8M 305,896 -110,910 -27%
CB
20
Cooke & Bieler
Pennsylvania
$26.4M 280,130 -25,442 -8%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$24.4M 259,209 +14,906 +6%
KCM
22
Kennedy Capital Management
Missouri
$22.6M 240,420 +21,629 +10%
TA
23
Teachers Advisors
New York
$21.6M 228,998 +26,909 +13%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$21.4M 227,383 +10,383 +5%
RHJA
25
Rice Hall James & Associates
California
$20M 212,542 -5,660 -3%
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