Helen of Troy
HELE
254 hedge funds and large institutions have $2.28B invested in Helen of Troy in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 87 increasing their positions, 89 reducing their positions, and 41 closing their positions.
2% less repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 89
1.81% less ownership
Funds ownership: 109.39% → 107.58% (-1.8%)
7% less funds holding
Funds holding: 272 → 254 (-18)
24% less capital invested
Capital invested by funds: $2.99B → $2.28B (-$718M)
34% less first-time investments, than exits
New positions opened: 27 | Existing positions closed: 41
37% less call options, than puts
Call options by funds: $31.3M | Put options by funds: $49.3M
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair Investment Management
Chicago,
Illinois
|
+$32.5M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$14.3M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$10.4M |
| 4 |
Capital International Investors
Los Angeles,
California
|
+$6.26M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$6.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$125M |
| 2 |
JP Morgan Chase
New York
|
-$71.7M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$22.7M |
| 4 |
CCMLC
Cardinal Capital Management LLC (Connecticut)
Greenwich,
Connecticut
|
-$10.8M |
| 5 |
Goldman Sachs
New York
|
-$9.35M |
HELE Hedge Fund Activity: Q2 2024 in Review
254 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Helen of Troy (HELE) for Q2 2024, worth a combined $2.28B — down 24% from $2.99B a quarter earlier.
Sellers outnumbered buyers: 41 funds closed out of HELE and 27 opened new positions — a net loss of 14 holders — while 89 trimmed existing stakes and 87 added.
The largest buyer was William Blair Investment Management, opening a new position worth an estimated $32.5M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $125M sold.
- 254 institutional investors held Helen of Troy (HELE) as of Q2 2024, down from 272 in Q1 2024.
- Funds reported $2.28B of Helen of Troy stock for Q2 2024, down 24% quarter-over-quarter.
- 27 funds opened new Helen of Troy positions in Q2 2024 and 41 closed out, a net change of -14 holders.
- The largest Helen of Troy buyer in Q2 2024 was William Blair Investment Management, an estimated $32.5M added.
- The largest Helen of Troy seller in Q2 2024 was Capital Research Global Investors, an estimated $125M sold.
Based on aggregated 13F filings for Q2 2024.