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Helen of Troy
HELE

263 hedge funds and large institutions have $3.09B invested in Helen of Troy in 2019 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 65 increasing their positions, 125 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more call options, than puts

Call options by funds: $15.3M | Put options by funds: $7.39M

8% more capital invested

Capital invested by funds: $2.87B → $3.09B (+$218M)

9% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 34

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% less funds holding

Funds holding: 264 → 263 (-1)

2.9% less ownership

Funds ownership: 98.18% → 95.28% (-2.9%)

48% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 125

Holders
263
Holders Change
-1
Holders Change %
-0.38%
% of All Funds
5.71%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
37
Increased
65
Reduced
125
Closed
34
Calls
$15.3M
Puts
$7.39M
Net Calls
+$7.95M
Net Calls Change
+$9.14M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$114M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$18.5M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$18.4M
4
N
Nuveen
North Carolina
+$14.6M
5
Wells Fargo
Wells Fargo
California
+$10M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$36.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$29.1M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$28.6M
4
JP Morgan Chase
JP Morgan Chase
New York
-$22.7M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$19.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
New York State Teachers Retirement System (NYSTRS)
76
New York State Teachers Retirement System (NYSTRS)
New York
$4.11M -$39.3K -300 -0.9%
CS
77
Credit Suisse
Switzerland
$3.97M -$1.99M -15,216 -33%
Bessemer Group
78
Bessemer Group
New Jersey
$3.84M -$1.16M -8,900 -23%
KCM
79
Kennedy Capital Management
Missouri
$3.8M -$4.79M -36,574 -56%
Two Sigma Advisers
80
Two Sigma Advisers
New York
$3.54M +$510K +3,900 +17%
Canada Pension Plan Investment Board
81
Canada Pension Plan Investment Board
Ontario, Canada
$3.53M +$3.53M +27,000 New
Federated Hermes
82
Federated Hermes
Pennsylvania
$3.44M -$1.26M -9,619 -27%
MIM
83
MetLife Investment Management
New Jersey
$3.43M -$97.8K -747 -3%
New York State Common Retirement Fund
84
New York State Common Retirement Fund
New York
$3.41M -$79.4K -607 -2%
RJA
85
Raymond James & Associates
Florida
$3.15M +$8.77K +67 +0.3%
LPL Financial
86
LPL Financial
California
$3.05M +$59.7K +456 +2%
EAM
87
EULAV Asset Management
Florida
$2.98M +$419K +3,200 +16%
MOACM
88
Mutual of America Capital Management
New York
$2.91M -$37.4K -286 -1%
SCP
89
Seizert Capital Partners
Michigan
$2.87M +$964K +7,364 +50%
Squarepoint
90
Squarepoint
New York
$2.85M +$621K +4,746 +28%
UBS AM
91
UBS AM
Illinois
$2.85M +$228K +1,740 +9%
AQR Capital Management
92
AQR Capital Management
Connecticut
$2.73M -$506K -3,866 -16%
Jane Street
93
Jane Street
New York
$2.67M +$2.23M +17,041 +500%
OSAM
94
O'Shaughnessy Asset Management
Connecticut
$2.58M -$91K -695 -3%
Balyasny Asset Management
95
Balyasny Asset Management
Illinois
$2.48M -$19.8M -151,203 -89%
SEC
96
Seven Eight Capital
New York
$2.47M +$2.47M +18,886 New
CSS
97
Cubist Systematic Strategies
Connecticut
$2.42M +$1.42M +10,820 +140%
ASRS
98
Arizona State Retirement System
Arizona
$2.37M -$29.4K -225 -1%
Morgan Stanley
99
Morgan Stanley
New York
$2.34M -$294K -2,250 -11%
SCM
100
Stevens Capital Management
Pennsylvania
$2.34M +$801K +6,121 +52%
2 3
4
5 6

HELE Hedge Fund Activity: Q2 2019 in Review

263 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Helen of Troy (HELE) for Q2 2019, worth a combined $3.09B — up 7.6% from $2.87B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new HELE positions and 34 closed out — a net gain of 3 holders — while 65 added to existing stakes and 125 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $114M. The largest seller was Goldman Sachs, cutting an estimated $36.1M.

  • 263 institutional investors held Helen of Troy (HELE) as of Q2 2019, down from 264 in Q1 2019.
  • Funds reported $3.09B of Helen of Troy stock for Q2 2019, up 7.6% quarter-over-quarter.
  • 37 funds opened new Helen of Troy positions in Q2 2019 and 34 closed out, a net change of +3 holders.
  • The largest Helen of Troy buyer in Q2 2019 was Capital Research Global Investors, an estimated $114M added.
  • The largest Helen of Troy seller in Q2 2019 was Goldman Sachs, an estimated $36.1M sold.

Based on aggregated 13F filings for Q2 2019.