Helen of Troy
HELE
HELE
246 hedge funds and large institutions have $3.18B invested in Helen of Troy in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 78 increasing their positions, 94 reducing their positions, and 30 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
more funds holding in top 10
Funds holding in top 10: →
5.8% less ownership
Funds ownership: 118.02% → 112.23% (-5.8%)
17% less repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 94
35% less call options, than puts
Call options by funds: $106M | Put options by funds: $164M
Holders
246
Holding in Top 10
1
Calls
$106M
Puts
$164M
Top Buyers
| 1 | +$20.8M | |
| 2 | +$10.6M | |
| 3 | +$10M | |
| 4 |
First Eagle Investment Management
New York
|
+$5.92M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$3.88M |
Top Sellers
| 1 | -$38.5M | |
| 2 | -$31.8M | |
| 3 | -$18M | |
| 4 |
Voloridge Investment Management
Jupiter,
Florida
|
-$16.4M |
| 5 |
NIG
NFJ Investment Group
Dallas,
Texas
|
-$13.9M |