Helen of Troy
HELE
277 hedge funds and large institutions have $4.88B invested in Helen of Troy in 2022 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 91 increasing their positions, 107 reducing their positions, and 41 closing their positions.
224% more call options, than puts
Call options by funds: $21.2M | Put options by funds: $6.53M
0.3% less ownership
Funds ownership: 104.87% → 104.57% (-0.3%)
4% less funds holding
Funds holding: 290 → 277 (-13)
15% less repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 107
21% less capital invested
Capital invested by funds: $6.17B → $4.88B (-$1.29B)
24% less first-time investments, than exits
New positions opened: 31 | Existing positions closed: 41
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
+$21.9M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$21.2M |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$21.1M |
| 4 |
CCMLC
Cardinal Capital Management LLC (Connecticut)
Greenwich,
Connecticut
|
+$15.1M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$9.88M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$22.9M |
| 2 |
Goldman Sachs
New York
|
-$22.5M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
-$22.1M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
-$13.3M |
| 5 |
Janus Henderson Group
London,
United Kingdom
|
-$9.97M |
HELE Hedge Fund Activity: Q1 2022 in Review
277 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Helen of Troy (HELE) for Q1 2022, worth a combined $4.88B — down 21% from $6.17B a quarter earlier.
Sellers outnumbered buyers: 41 funds closed out of HELE and 31 opened new positions — a net loss of 10 holders — while 107 trimmed existing stakes and 91 added.
The largest buyer was Cooke & Bieler, adding an estimated $21.9M. The largest seller was Capital Research Global Investors, cutting an estimated $22.9M.
- 277 institutional investors held Helen of Troy (HELE) as of Q1 2022, down from 290 in Q4 2021.
- Funds reported $4.88B of Helen of Troy stock for Q1 2022, down 21% quarter-over-quarter.
- 31 funds opened new Helen of Troy positions in Q1 2022 and 41 closed out, a net change of -10 holders.
- The largest Helen of Troy buyer in Q1 2022 was Cooke & Bieler, an estimated $21.9M added.
- The largest Helen of Troy seller in Q1 2022 was Capital Research Global Investors, an estimated $22.9M sold.
Based on aggregated 13F filings for Q1 2022.