Helen of Troy
HELE
256 hedge funds and large institutions have $2.34B invested in Helen of Troy in 2022 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 103 increasing their positions, 90 reducing their positions, and 65 closing their positions.
159% more call options, than puts
Call options by funds: $15.3M | Put options by funds: $5.89M
14% more repeat investments, than reductions
Existing positions increased: 103 | Existing positions reduced: 90
3.7% less ownership
Funds ownership: 104.84% → 101.14% (-3.7%)
13% less funds holding
Funds holding: 295 → 256 (-39)
42% less capital invested
Capital invested by funds: $4.06B → $2.34B (-$1.72B)
57% less first-time investments, than exits
New positions opened: 28 | Existing positions closed: 65
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$44.6M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$18.8M |
| 3 |
SCM
Snyder Capital Management
San Francisco,
California
|
+$17.6M |
| 4 |
NIG
NFJ Investment Group
Dallas,
Texas
|
+$17.5M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$13.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$149M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
-$24.9M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$19.3M |
| 4 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$18.3M |
| 5 |
Lazard Asset Management
New York
|
-$15.3M |
HELE Hedge Fund Activity: Q3 2022 in Review
256 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Helen of Troy (HELE) for Q3 2022, worth a combined $2.34B — down 42% from $4.06B a quarter earlier.
Sellers outnumbered buyers: 65 funds closed out of HELE and 28 opened new positions — a net loss of 37 holders — while 90 trimmed existing stakes and 103 added.
The largest buyer was Fidelity Investments, adding an estimated $44.6M. The largest seller was Capital International Investors, cutting an estimated $149M.
- 256 institutional investors held Helen of Troy (HELE) as of Q3 2022, down from 295 in Q2 2022.
- Funds reported $2.34B of Helen of Troy stock for Q3 2022, down 42% quarter-over-quarter.
- 28 funds opened new Helen of Troy positions in Q3 2022 and 65 closed out, a net change of -37 holders.
- The largest Helen of Troy buyer in Q3 2022 was Fidelity Investments, an estimated $44.6M added.
- The largest Helen of Troy seller in Q3 2022 was Capital International Investors, an estimated $149M sold.
Based on aggregated 13F filings for Q3 2022.