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Helen of Troy
HELE

Overview Fund Activity

225 hedge funds and large institutions have $2.34B invested in Helen of Troy in 2017 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 83 increasing their positions, 76 reducing their positions, and 20 closing their positions.

Holders
225
Holders Change
+16
Holders Change %
+7.66%
% of All Funds
5.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
37
Increased
83
Reduced
76
Closed
20
Calls
$2.46M
Puts
$4.11M
Net Calls
-$1.66M
Net Calls Change
+$9.13M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$26.5M
2
FA
2
Friess Associates
Delaware
$12M
3
CIP
3
Champlain Investment Partners
Vermont
$62.2M
4
Deutsche Bank
4
Deutsche Bank
Germany
$17.9M
5
Morgan Stanley
5
Morgan Stanley
New York
$21.8M

Top Sellers

1
RHJA
1
Rice Hall James & Associates
California
$0
2
JIR
2
James Investment Research
Ohio
$2.41M
3
WHG
3
Westwood Holdings Group
Texas
$43.2M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$363M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$143M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$363M 3,853,115 -127,982 -3%
BlackRock
2
BlackRock
New York
$260M 2,760,958 -44,186 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$211M 2,243,845 -15,480 -0.7%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$143M 1,524,308 -93,315 -6%
State Street
5
State Street
Massachusetts
$95.4M 1,013,390 -5,039 -0.5%
Fisher Asset Management
6
Fisher Asset Management
Washington
$75.3M 800,459 -19,190 -2%
CIP
7
Champlain Investment Partners
Vermont
$62.2M 661,300 +125,235 +23%
Wells Fargo
8
Wells Fargo
California
$59.7M 634,867 -10,075 -2%
SCM
9
Snyder Capital Management
California
$49.5M 525,514 +4,553 +0.9%
WHG
10
Westwood Holdings Group
Texas
$43.2M 457,823 -129,210 -22%
Northern Trust
11
Northern Trust
Illinois
$42.5M 451,243 -6,530 -1%
Invesco
12
Invesco
Georgia
$41.2M 437,704 +7,774 +2%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$38.4M 408,575 +11,397 +3%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$36.4M 386,776 +6,963 +2%
GT
15
Glenmede Trust
Pennsylvania
$36.3M 385,993 – –
Norges Bank
16
Norges Bank
Norway
$34.8M 369,680 +28,258 +8%
PP
17
Prudential plc
United Kingdom
$34.1M 362,600 -39,900 -10%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$32.8M 348,880 -4,044 -1%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$28.9M 307,094 +1,198 +0.4%
AllianceBernstein
20
AllianceBernstein
Tennessee
$26.5M 282,067 +210,886 +296%
CB
21
Cooke & Bieler
Pennsylvania
$26.2M 277,980 -2,150 -0.8%
KCM
22
Kennedy Capital Management
Missouri
$25.8M 273,985 +33,565 +14%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$22.2M 236,168 +8,785 +4%
Morgan Stanley
24
Morgan Stanley
New York
$21.8M 231,407 +74,831 +48%
TA
25
Teachers Advisors
New York
$21.5M 228,010 -988 -0.4%
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