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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
HF
76
HRT Financial
New York
$5.97M +$3.94M +17,210 +184%
Millennium Management
77
Millennium Management
New York
$5.91M +$804K +3,511 +15%
LPL Financial
78
LPL Financial
California
$5.52M +$43.5K +190 +0.8%
New York State Teachers Retirement System (NYSTRS)
79
New York State Teachers Retirement System (NYSTRS)
New York
$5.47M +$119K +518 +2%
JIR
80
James Investment Research
Ohio
$5.33M -$5.31M -23,182 -49%
CS
81
Credit Suisse
Switzerland
$5.21M +$528K +2,309 +11%
EAM
82
EULAV Asset Management
Florida
$5.17M – – –
MOACM
83
Mutual of America Capital Management
New York
$4.78M -$15.1K -66 -0.3%
First Trust Advisors
84
First Trust Advisors
Illinois
$4.76M +$1.76M +7,688 +57%
MIM
85
MetLife Investment Management
New Jersey
$4.48M -$293K -1,278 -6%
HPIA
86
Hamilton Point Investment Advisors
North Carolina
$4.47M +$102K +446 +2%
Ensign Peak Advisors
87
Ensign Peak Advisors
Utah
$4.39M – – –
ACM
88
Argent Capital Management
Missouri
$4.31M +$57.4K +251 +1%
Neuberger Berman Group
89
Neuberger Berman Group
New York
$4.23M +$97.7K +427 +2%
TPSF
90
Texas Permanent School Fund
Texas
$4M -$90.2K -394 -2%
RJA
91
Raymond James & Associates
Florida
$3.94M -$3.29M -14,365 -45%
New York State Common Retirement Fund
92
New York State Common Retirement Fund
New York
$3.9M -$885K -3,868 -18%
AB
93
Amalgamated Bank
New York
$3.84M -$476K -2,081 -11%
State of New Jersey Common Pension Fund D
94
State of New Jersey Common Pension Fund D
New Jersey
$3.29M -$72.1K -315 -2%
Aviva
95
Aviva
United Kingdom
$3.1M +$580K +2,536 +22%
CRC
96
Curi RMB Capital
Illinois
$3.07M -$109K -476 -3%
Baird Financial Group
97
Baird Financial Group
Wisconsin
$3.06M +$407K +1,777 +15%
CII
98
Capital International Inc
California
$2.98M – – –
SG Americas Securities
99
SG Americas Securities
New York
$2.86M +$12.8K +56 +0.4%
State of Tennessee, Department of Treasury
100
State of Tennessee, Department of Treasury
Tennessee
$2.81M -$285K -1,244 -9%
2 3
4
5 6

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.