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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
263
Holders Change
-1
Holders Change %
-0.38%
% of All Funds
5.71%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
37
Increased
65
Reduced
125
Closed
34
Calls
$15.3M
Puts
$7.39M
Net Calls
+$7.95M
Net Calls Change
+$9.14M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$114M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$18.5M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$18.4M
4
N
Nuveen
North Carolina
+$14.6M
5
Wells Fargo
Wells Fargo
California
+$10M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$36.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$29.1M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$28.6M
4
JP Morgan Chase
JP Morgan Chase
New York
-$22.7M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$19.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
251
Camarda Financial Advisors
Florida
$3K – – –
ST
252
Smithfield Trust
Pennsylvania
$3K – – –
Northwestern Mutual Wealth Management
253
Northwestern Mutual Wealth Management
Wisconsin
$2K -$11K -84 -84%
MCM
254
MV Capital Management
Maryland
$2K -$1.83K -14 -45%
HMS
255
Hanseatic Management Services
New Mexico
$2K – – –
HGWM
256
Harvest Group Wealth Management
Massachusetts
$2K – – –
YWP
257
YorkBridge Wealth Partners
New York
$2K – – –
TFO
258
Tarbox Family Office
California
$2K +$1.57K +12 New
Parallax Volatility Advisers
259
Parallax Volatility Advisers
California
$1K +$523 +4 New
CI
260
CX Institutional
Indiana
$1K +$785 +6 New
CFA
261
Carroll Financial Associates
North Carolina
$1K +$1.83K +14 New
WIM
262
Westside Investment Management
California
$13 +$13.5K +103 New
BIM
263
Bogle Investment Management
Massachusetts
– -$3.8M -32,739 Closed
DekaBank Deutsche Girozentrale
264
DekaBank Deutsche Girozentrale
Germany
– -$3.26M -27,338 Closed
CAM
265
ClariVest Asset Management
California
– -$2.99M -25,800 Closed
PAA
266
Peregrine Asset Advisers
Oregon
– -$2.32M -20,040 Closed
WHG
267
Westwood Holdings Group
Texas
– -$2.07M -17,869 Closed
MC
268
Maverick Capital
Texas
– -$1.58M -13,670 Closed
Point72 Asset Management
269
Point72 Asset Management
Connecticut
– -$1.54M -13,299 Closed
NIPH
270
NN Investment Partners Holdings
Netherlands
– -$1.3M -11,254 Closed
RJFSA
271
Raymond James Financial Services Advisors
Florida
– -$1.18M -10,196 Closed
ZIM
272
ZPR Investment Management
Florida
– -$1.17M -10,072 Closed
AIM
273
Assured Investment Management
New York
– -$1.15M -9,915 Closed
CIC
274
Cornercap Investment Counsel
Georgia
– -$1.05M -9,070 Closed
PI
275
PEAK6 Investments
Illinois
– -$763K -5,827 Closed
8 9 10
11
12

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.