Helen of Troy
HELE
269 hedge funds and large institutions have $4.74B invested in Helen of Troy in 2020 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 76 increasing their positions, 113 reducing their positions, and 37 closing their positions.
64% more call options, than puts
Call options by funds: $21.6M | Put options by funds: $13.2M
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
30% more capital invested
Capital invested by funds: $3.64B → $4.74B (+$1.1B)
24% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 37
3% more funds holding
Funds holding: 262 → 269 (+7)
1% less ownership
Funds ownership: 100.27% → 99.28% (-1%)
33% less repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 113
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair Investment Management
Chicago,
Illinois
|
+$99M |
| 2 |
JP Morgan Chase
New York
|
+$30.4M |
| 3 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$29.6M |
| 4 |
Lazard Asset Management
New York
|
+$19.8M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
+$16.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$83.3M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$48.1M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$18.8M |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$15.9M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$13.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
301
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| – | -$4K | -26 | Closed |
|
|
LWA
302
Lenox Wealth Advisors
New York
| – | -$3K | -24 | Closed |
|
303
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$3K | -20 | Closed |
|
|
HMS
304
Hanseatic Management Services
Albuquerque,
New Mexico
| – | -$2K | -16 | Closed |
|
|
CFGS
305
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$1.47K | -9 | Closed |
|
HELE Hedge Fund Activity: Q2 2020 in Review
269 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Helen of Troy (HELE) for Q2 2020, worth a combined $4.74B — up 30% from $3.64B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new HELE positions and 37 closed out — a net gain of 9 holders — while 76 added to existing stakes and 113 trimmed.
The largest buyer was William Blair Investment Management, adding an estimated $99M. The largest seller was Victory Capital Management, cutting an estimated $83.3M.
- 269 institutional investors held Helen of Troy (HELE) as of Q2 2020, up from 262 in Q1 2020.
- Funds reported $4.74B of Helen of Troy stock for Q2 2020, up 30% quarter-over-quarter.
- 46 funds opened new Helen of Troy positions in Q2 2020 and 37 closed out, a net change of +9 holders.
- The largest Helen of Troy buyer in Q2 2020 was William Blair Investment Management, an estimated $99M added.
- The largest Helen of Troy seller in Q2 2020 was Victory Capital Management, an estimated $83.3M sold.
Based on aggregated 13F filings for Q2 2020.