Helen of Troy
HELE
252 hedge funds and large institutions have $3.76B invested in Helen of Troy in 2019 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 69 increasing their positions, 110 reducing their positions, and 38 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
22% more capital invested
Capital invested by funds: $3.09B → $3.76B (+$666M)
0.11% more ownership
Funds ownership: 95.28% → 95.39% (+0.11%)
4% less funds holding
Funds holding: 263 → 252 (-11)
22% less call options, than puts
Call options by funds: $17.5M | Put options by funds: $22.5M
26% less first-time investments, than exits
New positions opened: 28 | Existing positions closed: 38
37% less repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 110
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$94.4M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
+$37.7M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
+$20.9M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$10.3M |
| 5 |
CM
Castleark Management
Chicago,
Illinois
|
+$9.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HAM
Hillcrest Asset Management
Plano,
Texas
|
-$16M |
| 2 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$15.6M |
| 3 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$14.6M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$11.3M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$11M |
HELE Hedge Fund Activity: Q3 2019 in Review
252 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Helen of Troy (HELE) for Q3 2019, worth a combined $3.76B — up 22% from $3.09B a quarter earlier.
Sellers outnumbered buyers: 38 funds closed out of HELE and 28 opened new positions — a net loss of 10 holders — while 110 trimmed existing stakes and 69 added.
The largest buyer was Capital Research Global Investors, adding an estimated $94.4M. The largest seller was Hillcrest Asset Management, exiting entirely with an estimated $16M sold.
- 252 institutional investors held Helen of Troy (HELE) as of Q3 2019, down from 263 in Q2 2019.
- Funds reported $3.76B of Helen of Troy stock for Q3 2019, up 22% quarter-over-quarter.
- 28 funds opened new Helen of Troy positions in Q3 2019 and 38 closed out, a net change of -10 holders.
- The largest Helen of Troy buyer in Q3 2019 was Capital Research Global Investors, an estimated $94.4M added.
- The largest Helen of Troy seller in Q3 2019 was Hillcrest Asset Management, an estimated $16M sold.
Based on aggregated 13F filings for Q3 2019.