We are live on ! Find out more
HELE icon

Helen of Troy
HELE

280 hedge funds and large institutions have $5.74B invested in Helen of Troy in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 80 increasing their positions, 122 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

17% more call options, than puts

Call options by funds: $31.3M | Put options by funds: $26.9M

1.98% more ownership

Funds ownership: 104.14% → 106.12% (+2%)

1% more capital invested

Capital invested by funds: $5.71B → $5.74B (+$30.8M)

2% less funds holding

Funds holding: 287 → 280 (-7)

16% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 31

34% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 122

Holders
280
Holders Change
-7
Holders Change %
-2.44%
% of All Funds
4.9%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
26
Increased
80
Reduced
122
Closed
31
Calls
$31.3M
Puts
$26.9M
Net Calls
+$4.47M
Net Calls Change
-$5.82M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$122M
2
Capital International Investors
Capital International Investors
California
+$77.6M
3
CB
Cooke & Bieler
Pennsylvania
+$36.6M
4
Wells Fargo
Wells Fargo
California
+$19.5M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$14.9M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$37M
2
BlackRock
BlackRock
New York
-$18.7M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$14.2M
4
RI
Redwood Investments
Massachusetts
-$11M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$10.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
26
Bank of America
North Carolina
$39.4M +$587K +2,566 +1%
ACA
27
Anchor Capital Advisors
Massachusetts
$34.3M -$447K -1,953 -1%
Fidelity International
28
Fidelity International
Bermuda
$33.4M – – –
Lord, Abbett & Co
29
Lord, Abbett & Co
New Jersey
$31.9M +$9.12M +39,865 +39%
BTW
30
Boston Trust Walden
Massachusetts
$30.4M +$608K +2,656 +2%
Norges Bank
31
Norges Bank
Norway
$29M +$877K +3,830 +3%
Brown Advisory
32
Brown Advisory
Maryland
$28.2M -$9.9M -43,257 -26%
Goldman Sachs
33
Goldman Sachs
New York
$27.4M -$1.68M -7,324 -6%
Public Employees Retirement Association of Colorado
34
Public Employees Retirement Association of Colorado
Colorado
$26.6M -$932K -4,074 -3%
GKIM
35
GW&K Investment Management
Massachusetts
$26M -$84.5K -369 -0.3%
CCMLC
36
Cardinal Capital Management LLC (Connecticut)
Connecticut
$24.8M -$489K -2,137 -2%
N
37
Nuveen
North Carolina
$22.5M -$4.05M -17,714 -15%
Morgan Stanley
38
Morgan Stanley
New York
$22.3M -$1.82M -7,946 -7%
SFM
39
Systematic Financial Management
New Jersey
$20.2M -$424K -1,851 -2%
WCM
40
Wedge Capital Management
North Carolina
$19.8M -$1.01M -4,413 -5%
Lazard Asset Management
41
Lazard Asset Management
New York
$19.6M -$4.93M -21,542 -20%
Principal Financial Group
42
Principal Financial Group
Iowa
$19.4M -$112K -489 -0.6%
Creative Planning
43
Creative Planning
Kansas
$17.8M +$262K +1,143 +1%
BCIM
44
British Columbia Investment Management
British Columbia, Canada
$16.5M -$1.9M -8,300 -10%
Retirement Systems of Alabama
45
Retirement Systems of Alabama
Alabama
$16.5M +$355K +1,551 +2%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$16.1M -$20.1K -88 -0.1%
EAM
47
Eagle Asset Management
Florida
$15.8M -$9.58M -41,864 -37%
Invesco
48
Invesco
Georgia
$15.5M +$1.71M +7,457 +12%
Balyasny Asset Management
49
Balyasny Asset Management
Illinois
$15.4M +$10.3M +45,033 +190%
Point72 Asset Management
50
Point72 Asset Management
Connecticut
$14.6M +$14.9M +65,200 New
1
2
3 4 5

HELE Hedge Fund Activity: Q3 2021 in Review

280 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Helen of Troy (HELE) for Q3 2021, worth a combined $5.74B — up 0.54% from $5.71B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of HELE and 26 opened new positions — a net loss of 5 holders — while 122 trimmed existing stakes and 80 added.

The largest buyer was Janus Henderson Group, opening a new position worth an estimated $122M. The largest seller was JP Morgan Chase, cutting an estimated $37M.

  • 280 institutional investors held Helen of Troy (HELE) as of Q3 2021, down from 287 in Q2 2021.
  • Funds reported $5.74B of Helen of Troy stock for Q3 2021, up 0.54% quarter-over-quarter.
  • 26 funds opened new Helen of Troy positions in Q3 2021 and 31 closed out, a net change of -5 holders.
  • The largest Helen of Troy buyer in Q3 2021 was Janus Henderson Group, an estimated $122M added.
  • The largest Helen of Troy seller in Q3 2021 was JP Morgan Chase, an estimated $37M sold.

Based on aggregated 13F filings for Q3 2021.