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Helen of Troy
HELE

Overview Fund Activity

212 hedge funds and large institutions have $2.46B invested in Helen of Troy in 2017 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 84 increasing their positions, 75 reducing their positions, and 29 closing their positions.

Holders
212
Holders Change
-13
Holders Change %
-5.78%
% of All Funds
5.29%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
17
Increased
84
Reduced
75
Closed
29
Calls
$4.8M
Puts
$7.94M
Net Calls
-$3.13M
Net Calls Change
-$1.48M

Top Buyers

1
ACH
1
ArrowMark Colorado Holdings
Colorado
$39.7M
2
American Century Companies
2
American Century Companies
Missouri
$23.1M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$390M
4
CB
4
Cooke & Bieler
Pennsylvania
$39.4M
5
O
5
OppenheimerFunds
New York
$12.5M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$2.36M
2
KCM
2
Kennedy Capital Management
Missouri
$16.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$12.4M
4
VRS
4
Virginia Retirement Systems
Virginia
$0
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$27.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$390M 4,020,149 +167,034 +4%
BlackRock
2
BlackRock
New York
$269M 2,778,753 +17,795 +0.6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$221M 2,281,284 +37,439 +2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$143M 1,479,455 -44,853 -3%
State Street
5
State Street
Massachusetts
$97.9M 1,009,981 -3,409 -0.3%
Fisher Asset Management
6
Fisher Asset Management
Washington
$76.5M 789,884 -10,575 -1%
CIP
7
Champlain Investment Partners
Vermont
$66.3M 683,690 +22,390 +3%
Wells Fargo
8
Wells Fargo
California
$64.1M 661,307 +26,440 +4%
SCM
9
Snyder Capital Management
California
$49.6M 511,507 -14,007 -3%
Northern Trust
10
Northern Trust
Illinois
$42.7M 440,512 -10,731 -2%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$41.7M 430,351 +21,776 +5%
Invesco
12
Invesco
Georgia
$40.9M 422,295 -15,409 -4%
ACH
13
ArrowMark Colorado Holdings
Colorado
$39.7M 409,191 +409,191 New
CB
14
Cooke & Bieler
Pennsylvania
$39.4M 406,199 +128,219 +46%
WHG
15
Westwood Holdings Group
Texas
$38.4M 395,972 -61,851 -14%
Norges Bank
16
Norges Bank
Norway
$38.2M 394,627 +24,947 +7%
GT
17
Glenmede Trust
Pennsylvania
$36.8M 379,267 -6,726 -2%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$36.2M 374,009 -12,767 -3%
PP
19
Prudential plc
United Kingdom
$35.7M 368,100 +5,500 +2%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$29.8M 307,825 +731 +0.2%
AllianceBernstein
21
AllianceBernstein
Tennessee
$28.4M 293,258 +11,191 +4%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$27.7M 285,435 -63,445 -18%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$23.3M 240,023 +3,855 +2%
American Century Companies
24
American Century Companies
Missouri
$23.1M 237,936 +237,936 New
TA
25
Teachers Advisors
New York
$22M 227,321 -689 -0.3%
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