Helen of Troy
HELE
183 hedge funds and large institutions have $1.65B invested in Helen of Troy in 2014 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 67 increasing their positions, 69 reducing their positions, and 20 closing their positions.
1,015% more call options, than puts
Call options by funds: $2.03M | Put options by funds: $182K
10% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 20
1% more funds holding
Funds holding: 181 → 183 (+2)
3% less repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 69
12% less capital invested
Capital invested by funds: $1.88B → $1.65B (-$232M)
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
+$15.2M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$13.9M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$12.7M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$12.6M |
| 5 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$11.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$32.3M |
| 2 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$12.3M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$11M |
| 4 |
EARNEST Partners
Atlanta,
Georgia
|
-$9.29M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
-$7.22M |
HELE Hedge Fund Activity: Q2 2014 in Review
183 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Helen of Troy (HELE) for Q2 2014, worth a combined $1.65B — down 12% from $1.88B a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new HELE positions and 20 closed out — a net gain of 2 holders — while 67 added to existing stakes and 69 trimmed.
The largest buyer was Renaissance Technologies, adding an estimated $15.2M. The largest seller was Fidelity Investments, cutting an estimated $32.3M.
- 183 institutional investors held Helen of Troy (HELE) as of Q2 2014, up from 181 in Q1 2014.
- Funds reported $1.65B of Helen of Troy stock for Q2 2014, down 12% quarter-over-quarter.
- 22 funds opened new Helen of Troy positions in Q2 2014 and 20 closed out, a net change of +2 holders.
- The largest Helen of Troy buyer in Q2 2014 was Renaissance Technologies, an estimated $15.2M added.
- The largest Helen of Troy seller in Q2 2014 was Fidelity Investments, an estimated $32.3M sold.
Based on aggregated 13F filings for Q2 2014.