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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
BC
51
Burney Company
Virginia
$6.54M +$161K +1,750 +3%
FP
52
Foundry Partners
Minnesota
$6.37M +$174K +1,888 +3%
Manulife (Manufacturers Life Insurance)
53
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.24M +$489K +5,314 +9%
MAM
54
Martingale Asset Management
Massachusetts
$6.01M -$673K -7,312 -10%
RhumbLine Advisers
55
RhumbLine Advisers
Massachusetts
$6M -$82.2K -893 -1%
PPA
56
Parametric Portfolio Associates
Washington
$5.86M +$1.79M +19,421 +47%
MPM
57
Meritage Portfolio Management
Kansas
$5.65M -$105K -1,143 -2%
TA
58
Teachers Advisors
New York
$4.99M -$16.2M -175,508 -77%
DIA
59
Dean Investment Associates
Ohio
$4.73M +$4.52M +49,065 New
Swiss National Bank
60
Swiss National Bank
Switzerland
$4.41M – – –
Goldman Sachs
61
Goldman Sachs
New York
$4.39M -$2.84M -30,882 -40%
Federated Hermes
62
Federated Hermes
Pennsylvania
$4.34M +$2.13M +23,168 +106%
USAA
63
United Services Automobile Association
Texas
$4.32M +$146K +1,580 +4%
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$4.14M -$60.9K -661 -2%
Citadel Advisors
65
Citadel Advisors
Florida
$3.99M +$1.54M +16,760 +68%
PA
66
Pinnacle Associates
New York
$3.96M -$115K -1,245 -3%
JIR
67
James Investment Research
Ohio
$3.47M +$86.6K +940 +3%
Retirement Systems of Alabama
68
Retirement Systems of Alabama
Alabama
$3.4M +$12.1K +131 +0.4%
DCM
69
Dean Capital Management
Kansas
$3.37M +$3.22M +34,930 New
CS
70
Credit Suisse
Switzerland
$3.29M -$526K -5,714 -14%
Macquarie Group
71
Macquarie Group
Australia
$3.11M – – –
OCM
72
Olstein Capital Management
New York
$3.04M +$968K +10,510 +50%
New York State Common Retirement Fund
73
New York State Common Retirement Fund
New York
$2.89M -$600K -6,510 -18%
MIM
74
MetLife Investment Management
New Jersey
$2.86M +$2.73M +29,637 New
California Public Employees Retirement System
75
California Public Employees Retirement System
California
$2.85M -$117K -1,273 -4%
1 2
3
4 5

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.