Helen of Troy
HELE
295 hedge funds and large institutions have $4.06B invested in Helen of Troy in 2022 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 95 increasing their positions, 110 reducing their positions, and 25 closing their positions.
104% more call options, than puts
Call options by funds: $29.9M | Put options by funds: $14.7M
92% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 25
6% more funds holding
Funds holding: 277 → 295 (+18)
0.27% more ownership
Funds ownership: 104.57% → 104.84% (+0.27%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
14% less repeat investments, than reductions
Existing positions increased: 95 | Existing positions reduced: 110
17% less capital invested
Capital invested by funds: $4.88B → $4.06B (-$818M)
Top Buyers
| 1 |
Capital International Investors
Los Angeles,
California
|
+$53.4M |
| 2 |
Morgan Stanley
New York
|
+$20.6M |
| 3 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
+$19.1M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$16.6M |
| 5 |
Bessemer Group
Woodbridge,
New Jersey
|
+$11.6M |
Top Sellers
| 1 |
William Blair Investment Management
Chicago,
Illinois
|
-$78.7M |
| 2 |
JP Morgan Chase
New York
|
-$62.7M |
| 3 |
ACA
Anchor Capital Advisors
Boston,
Massachusetts
|
-$27.8M |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
-$19.4M |
| 5 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
-$10.8M |
HELE Hedge Fund Activity: Q2 2022 in Review
295 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Helen of Troy (HELE) for Q2 2022, worth a combined $4.06B — down 17% from $4.88B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new HELE positions and 25 closed out — a net gain of 23 holders — while 95 added to existing stakes and 110 trimmed.
The largest buyer was Capital International Investors, adding an estimated $53.4M. The largest seller was William Blair Investment Management, cutting an estimated $78.7M.
- 295 institutional investors held Helen of Troy (HELE) as of Q2 2022, up from 277 in Q1 2022.
- Funds reported $4.06B of Helen of Troy stock for Q2 2022, down 17% quarter-over-quarter.
- 48 funds opened new Helen of Troy positions in Q2 2022 and 25 closed out, a net change of +23 holders.
- The largest Helen of Troy buyer in Q2 2022 was Capital International Investors, an estimated $53.4M added.
- The largest Helen of Troy seller in Q2 2022 was William Blair Investment Management, an estimated $78.7M sold.
Based on aggregated 13F filings for Q2 2022.