Helen of Troy
HELE
262 hedge funds and large institutions have $3.31B invested in Helen of Troy in 2018 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 63 increasing their positions, 100 reducing their positions, and 34 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
41% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 34
30% more capital invested
Capital invested by funds: $2.54B → $3.31B (+$770M)
21% more call options, than puts
Call options by funds: $15.2M | Put options by funds: $12.6M
5% more funds holding
Funds holding: 250 → 262 (+12)
0.93% less ownership
Funds ownership: 96.95% → 96.02% (-0.93%)
37% less repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 100
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$31.7M |
| 2 |
Marshall Wace
London,
United Kingdom
|
+$29.7M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
+$28.3M |
| 4 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
+$14.8M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$7.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
-$36.6M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$25.8M |
| 3 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$24.6M |
| 4 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
-$17.8M |
| 5 |
PP
Prudential plc
London, England,
United Kingdom
|
-$16M |
HELE Hedge Fund Activity: Q3 2018 in Review
262 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Helen of Troy (HELE) for Q3 2018, worth a combined $3.31B — up 30% from $2.54B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new HELE positions and 34 closed out — a net gain of 14 holders — while 63 added to existing stakes and 100 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $31.7M. The largest seller was Westwood Holdings Group, cutting an estimated $36.6M.
- 262 institutional investors held Helen of Troy (HELE) as of Q3 2018, up from 250 in Q2 2018.
- Funds reported $3.31B of Helen of Troy stock for Q3 2018, up 30% quarter-over-quarter.
- 48 funds opened new Helen of Troy positions in Q3 2018 and 34 closed out, a net change of +14 holders.
- The largest Helen of Troy buyer in Q3 2018 was Royal Bank of Canada, an estimated $31.7M added.
- The largest Helen of Troy seller in Q3 2018 was Westwood Holdings Group, an estimated $36.6M sold.
Based on aggregated 13F filings for Q3 2018.