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Helen of Troy
HELE

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.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 21

11% more capital invested

Capital invested by funds: $2.11B → $2.33B (+$224M)

2.19% more ownership

Funds ownership: 89.53% → 91.71% (+2.2%)

1% more funds holding

Funds holding: 207 → 209 (+2)

23% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 86

76% less call options, than puts

Call options by funds: $3.32M | Put options by funds: $14.1M

Holders
209
Holders Change
+2
Holders Change %
+0.97%
% of All Funds
5.2%
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

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$263M
2
GT
Glenmede Trust
Pennsylvania
+$35.8M
3
ACA
Anchor Capital Advisors
Massachusetts
+$14.4M
4
CIP
Champlain Investment Partners
Vermont
+$12.5M
5
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
+$10M

Top Sellers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
-$21.2M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$18.9M
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$18.4M
4
Two Sigma Investments
Two Sigma Investments
New York
-$10.9M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$10.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
AL
226
Airain Ltd
Guernsey
– -$210K -2,492 Closed
AAM
227
Advisors Asset Management
Colorado
– -$59K -700 Closed
TRCT
228
Tower Research Capital (TRC)
New York
– -$27K -321 Closed
JCM
229
Jacobi Capital Management
Pennsylvania
– -$18K -200 Closed
FAN
230
Financial Advisors Network
California
– -$1.2K -13 Closed
6 7 8 9
10

HELE Hedge Fund Activity: Q1 2017 in Review

209 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Helen of Troy (HELE) for Q1 2017, worth a combined $2.33B — up 11% from $2.11B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new HELE positions and 21 closed out — a net gain of 9 holders — while 66 added to existing stakes and 86 trimmed.

The largest buyer was BlackRock, adding an estimated $263M. The largest seller was Northern Trust, cutting an estimated $21.2M.

  • 209 institutional investors held Helen of Troy (HELE) as of Q1 2017, up from 207 in Q4 2016.
  • Funds reported $2.33B of Helen of Troy stock for Q1 2017, up 11% quarter-over-quarter.
  • 30 funds opened new Helen of Troy positions in Q1 2017 and 21 closed out, a net change of +9 holders.
  • The largest Helen of Troy buyer in Q1 2017 was BlackRock, an estimated $263M added.
  • The largest Helen of Troy seller in Q1 2017 was Northern Trust, an estimated $21.2M sold.

Based on aggregated 13F filings for Q1 2017.