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Helen of Troy
HELE

229 hedge funds and large institutions have $2.46B invested in Helen of Troy in 2017 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 79 increasing their positions, 80 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

166% more call options, than puts

Call options by funds: $9.44M | Put options by funds: $3.55M

90% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 21

8% more funds holding

Funds holding: 212 → 229 (+17)

0.41% more ownership

Funds ownership: 93.39% → 93.81% (+0.41%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% less capital invested

Capital invested by funds: $2.46B → $2.46B (-$1.06M)

1% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 80

Holders
229
Holders Change
+17
Holders Change %
+8.02%
% of All Funds
5.19%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
40
Increased
79
Reduced
80
Closed
21
Calls
$9.44M
Puts
$3.55M
Net Calls
+$5.89M
Net Calls Change
+$9.02M

Top Buyers

1
ACH
ArrowMark Colorado Holdings
Colorado
+$17.7M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$15.9M
3
CB
Cooke & Bieler
Pennsylvania
+$14.9M
4
State Street
State Street
Massachusetts
+$10.9M
5
American Century Companies
American Century Companies
Missouri
+$9.79M

Top Sellers

1
TA
Teachers Advisors
New York
-$16.2M
2
Invesco
Invesco
Georgia
-$14.7M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$13.9M
4
FA
Friess Associates
Delaware
-$12.3M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$8.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
26
Charles Schwab
California
$19M +$984K +10,683 +6%
VOYA Investment Management
27
VOYA Investment Management
Georgia
$17.9M +$15.9M +172,544 +1,356%
FIM
28
Foresters Investment Management
New York
$17.5M +$9.21K +100 +0.1%
Public Employees Retirement Association of Colorado
29
Public Employees Retirement Association of Colorado
Colorado
$17M +$2.75M +29,900 +20%
Bank of America
30
Bank of America
North Carolina
$16.5M -$4.03M -43,795 -20%
Morgan Stanley
31
Morgan Stanley
New York
$16.2M +$3.66M +39,691 +31%
GKIM
32
GW&K Investment Management
Massachusetts
$16M -$3.09M -33,577 -17%
ACA
33
Anchor Capital Advisors
Massachusetts
$15.4M -$333K -3,618 -2%
KCM
34
Kennedy Capital Management
Missouri
$15.2M -$919K -9,983 -6%
AllianceBernstein
35
AllianceBernstein
Tennessee
$13.7M -$13.9M -151,272 -52%
Prudential Financial
36
Prudential Financial
New Jersey
$13.5M +$949K +10,300 +8%
Principal Financial Group
37
Principal Financial Group
Iowa
$11.2M -$65.6K -712 -0.6%
AQR Capital Management
38
AQR Capital Management
Connecticut
$11.1M -$7.17M -77,810 -40%
Loomis, Sayles & Company
39
Loomis, Sayles & Company
Massachusetts
$10.9M -$2.87M -31,152 -22%
TCIM
40
TIAA CREF Investment Management
New York
$10.4M -$491K -5,335 -5%
AP
41
AHL Partners
United Kingdom
$10.3M +$7.66M +83,184 +348%
SFM
42
Systematic Financial Management
New Jersey
$10M +$48.4K +526 +0.5%
Schroder Investment Management Group
43
Schroder Investment Management Group
United Kingdom
$9.48M -$8.47M -91,990 -48%
Ameriprise
44
Ameriprise
Minnesota
$9.09M +$173K +1,876 +2%
HAM
45
Hillcrest Asset Management
Texas
$8.59M +$8.85M +96,099 New
O
46
OppenheimerFunds
New York
$7.56M -$4.68M -50,830 -39%
Creative Planning
47
Creative Planning
Kansas
$7.55M +$3.04K +33 +0%
BGIM
48
Brandywine Global Investment Management
Pennsylvania
$7.39M +$7.06M +76,672 New
EAM
49
Eagle Asset Management
Florida
$7.25M +$87K +945 +1%
AIG
50
American International Group
New York
$7.15M +$21.6K +235 +0.3%
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HELE Hedge Fund Activity: Q4 2017 in Review

229 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Helen of Troy (HELE) for Q4 2017, worth a combined $2.46B — down 0.04% from $2.46B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new HELE positions and 21 closed out — a net gain of 19 holders — while 79 added to existing stakes and 80 trimmed.

The largest buyer was ArrowMark Colorado Holdings, adding an estimated $17.7M. The largest seller was Teachers Advisors, cutting an estimated $16.2M.

  • 229 institutional investors held Helen of Troy (HELE) as of Q4 2017, up from 212 in Q3 2017.
  • Funds reported $2.46B of Helen of Troy stock for Q4 2017, down 0.04% quarter-over-quarter.
  • 40 funds opened new Helen of Troy positions in Q4 2017 and 21 closed out, a net change of +19 holders.
  • The largest Helen of Troy buyer in Q4 2017 was ArrowMark Colorado Holdings, an estimated $17.7M added.
  • The largest Helen of Troy seller in Q4 2017 was Teachers Advisors, an estimated $16.2M sold.

Based on aggregated 13F filings for Q4 2017.