Helen of Troy
HELE
322 hedge funds and large institutions have $5.54B invested in Helen of Troy in 2021 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 89 increasing their positions, 144 reducing their positions, and 39 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
38% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 39
5.47% more ownership
Funds ownership: 102.49% → 107.96% (+5.5%)
5% more funds holding
Funds holding: 308 → 322 (+14)
4% less capital invested
Capital invested by funds: $5.76B → $5.54B (-$223M)
23% less call options, than puts
Call options by funds: $24.2M | Put options by funds: $31.3M
38% less repeat investments, than reductions
Existing positions increased: 89 | Existing positions reduced: 144
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$85M |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$46.4M |
| 3 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
+$46.1M |
| 4 |
Goldman Sachs
New York
|
+$43.9M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$31.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$60.3M |
| 2 |
State Street
Boston,
Massachusetts
|
-$33M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$27.1M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$23.5M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$21.7M |
HELE Hedge Fund Activity: Q1 2021 in Review
322 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Helen of Troy (HELE) for Q1 2021, worth a combined $5.54B — down 3.9% from $5.76B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new HELE positions and 39 closed out — a net gain of 15 holders — while 89 added to existing stakes and 144 trimmed.
The largest buyer was Wells Fargo, adding an estimated $85M. The largest seller was Ameriprise, cutting an estimated $60.3M.
- 322 institutional investors held Helen of Troy (HELE) as of Q1 2021, up from 308 in Q4 2020.
- Funds reported $5.54B of Helen of Troy stock for Q1 2021, down 3.9% quarter-over-quarter.
- 54 funds opened new Helen of Troy positions in Q1 2021 and 39 closed out, a net change of +15 holders.
- The largest Helen of Troy buyer in Q1 2021 was Wells Fargo, an estimated $85M added.
- The largest Helen of Troy seller in Q1 2021 was Ameriprise, an estimated $60.3M sold.
Based on aggregated 13F filings for Q1 2021.