Helen of Troy
HELE
263 hedge funds and large institutions have $3.09B invested in Helen of Troy in 2019 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 65 increasing their positions, 125 reducing their positions, and 34 closing their positions.
107% more call options, than puts
Call options by funds: $15.3M | Put options by funds: $7.39M
8% more capital invested
Capital invested by funds: $2.87B → $3.09B (+$218M)
9% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 34
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% less funds holding
Funds holding: 264 → 263 (-1)
2.9% less ownership
Funds ownership: 98.18% → 95.28% (-2.9%)
48% less repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 125
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$114M |
| 2 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$18.5M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$18.4M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
+$14.6M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$10M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$36.1M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$29.1M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$28.6M |
| 4 |
JP Morgan Chase
New York
|
-$22.7M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$19.8M |
HELE Hedge Fund Activity: Q2 2019 in Review
263 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Helen of Troy (HELE) for Q2 2019, worth a combined $3.09B — up 7.6% from $2.87B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new HELE positions and 34 closed out — a net gain of 3 holders — while 65 added to existing stakes and 125 trimmed.
The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $114M. The largest seller was Goldman Sachs, cutting an estimated $36.1M.
- 263 institutional investors held Helen of Troy (HELE) as of Q2 2019, down from 264 in Q1 2019.
- Funds reported $3.09B of Helen of Troy stock for Q2 2019, up 7.6% quarter-over-quarter.
- 37 funds opened new Helen of Troy positions in Q2 2019 and 34 closed out, a net change of +3 holders.
- The largest Helen of Troy buyer in Q2 2019 was Capital Research Global Investors, an estimated $114M added.
- The largest Helen of Troy seller in Q2 2019 was Goldman Sachs, an estimated $36.1M sold.
Based on aggregated 13F filings for Q2 2019.