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Helen of Troy
HELE

225 hedge funds and large institutions have $2.34B invested in Helen of Troy in 2017 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 83 increasing their positions, 76 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 20

8% more funds holding

Funds holding: 209 → 225 (+16)

9% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 76

0% more capital invested

Capital invested by funds: $2.33B → $2.34B (+$5.07M)

0.1% more ownership

Funds ownership: 91.71% → 91.81% (+0.1%)

40% less call options, than puts

Call options by funds: $2.46M | Put options by funds: $4.11M

Holders
225
Holders Change
+16
Holders Change %
+7.66%
% of All Funds
5.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
37
Increased
83
Reduced
76
Closed
20
Calls
$2.46M
Puts
$4.11M
Net Calls
-$1.66M
Net Calls Change
+$9.13M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$19.6M
2
FA
Friess Associates
Delaware
+$11.9M
3
CIP
Champlain Investment Partners
Vermont
+$11.7M
4
Deutsche Bank
Deutsche Bank
Germany
+$9.07M
5
Morgan Stanley
Morgan Stanley
New York
+$6.96M

Top Sellers

1
RHJA
Rice Hall James & Associates
California
-$20M
2
JIR
James Investment Research
Ohio
-$13.5M
3
WHG
Westwood Holdings Group
Texas
-$12M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$11.9M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$8.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
76
LPL Financial
California
$2.5M +$2.47M +26,583 New
EAM
77
EULAV Asset Management
Florida
$2.48M – – –
JIR
78
James Investment Research
Ohio
$2.41M -$13.5M -145,211 -85%
ZCM
79
Zebra Capital Management
Connecticut
$2.38M +$161K +1,730 +7%
Barclays
80
Barclays
United Kingdom
$2.23M +$2.01M +21,599 +1,055%
HHC
81
Hutchin Hill Capital
New York
$2.15M +$1.8M +19,300 +536%
Federated Hermes
82
Federated Hermes
Pennsylvania
$2.12M -$1.37M -14,731 -40%
MOACM
83
Mutual of America Capital Management
New York
$2.11M -$36.9K -396 -2%
Legal & General Group
84
Legal & General Group
United Kingdom
$2.01M +$383K +4,113 +24%
CS
85
Credit Suisse
Switzerland
$1.95M -$490K -5,260 -20%
US Bancorp
86
US Bancorp
Minnesota
$1.89M -$1.68K -18 -0.1%
Millennium Management
87
Millennium Management
New York
$1.88M +$306K +3,293 +20%
TPSF
88
Texas Permanent School Fund
Texas
$1.86M +$19.9K +214 +1%
PCM
89
Piermont Capital Management
Missouri
$1.78M -$187K -2,010 -10%
First Trust Advisors
90
First Trust Advisors
Illinois
$1.77M +$1.76M +18,857 New
OC
91
Oarsman Capital
Wisconsin
$1.68M +$52.6K +565 +3%
State Board of Administration of Florida Retirement System
92
State Board of Administration of Florida Retirement System
Florida
$1.61M -$325K -3,488 -17%
APFBOT
93
Amica Pension Fund Board of Trustees
Rhode Island
$1.59M +$1.58M +16,937 New
PP
94
Paloma Partners
Connecticut
$1.55M +$1.54M +16,500 New
OCM
95
Olstein Capital Management
New York
$1.53M +$1.51M +16,260 New
NAM
96
NorthCoast Asset Management
Connecticut
$1.43M +$72.1K +775 +5%
UBS AM
97
UBS AM
Illinois
$1.38M +$62.8K +675 +5%
Janney Montgomery Scott
98
Janney Montgomery Scott
Pennsylvania
$1.37M +$143K +1,539 +12%
NEI
99
Northwest & Ethical Investments
Ontario, Canada
$1.37M +$1.36M +14,560 New
Envestnet Asset Management
100
Envestnet Asset Management
Illinois
$1.36M -$152K -1,635 -10%
2 3
4
5 6

HELE Hedge Fund Activity: Q2 2017 in Review

225 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Helen of Troy (HELE) for Q2 2017, worth a combined $2.34B — up 0.22% from $2.33B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new HELE positions and 20 closed out — a net gain of 17 holders — while 83 added to existing stakes and 76 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $19.6M. The largest seller was Rice Hall James & Associates, exiting entirely with an estimated $20M sold.

  • 225 institutional investors held Helen of Troy (HELE) as of Q2 2017, up from 209 in Q1 2017.
  • Funds reported $2.34B of Helen of Troy stock for Q2 2017, up 0.22% quarter-over-quarter.
  • 37 funds opened new Helen of Troy positions in Q2 2017 and 20 closed out, a net change of +17 holders.
  • The largest Helen of Troy buyer in Q2 2017 was AllianceBernstein, an estimated $19.6M added.
  • The largest Helen of Troy seller in Q2 2017 was Rice Hall James & Associates, an estimated $20M sold.

Based on aggregated 13F filings for Q2 2017.