Helen of Troy
HELE
290 hedge funds and large institutions have $6.17B invested in Helen of Troy in 2021 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 105 increasing their positions, 98 reducing their positions, and 17 closing their positions.
192% more call options, than puts
Call options by funds: $28.9M | Put options by funds: $9.9M
65% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 17
7% more capital invested
Capital invested by funds: $5.74B → $6.17B (+$429M)
4% more funds holding
Funds holding: 280 → 290 (+10)
7% more repeat investments, than reductions
Existing positions increased: 105 | Existing positions reduced: 98
1.25% less ownership
Funds ownership: 106.12% → 104.87% (-1.3%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$92.1M |
| 2 |
JP Morgan Chase
New York
|
+$22.7M |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$14.5M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$10.2M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
+$9.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$253M |
| 2 |
William Blair Investment Management
Chicago,
Illinois
|
-$78.5M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$49.6M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
-$39.5M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$22.8M |
HELE Hedge Fund Activity: Q4 2021 in Review
290 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Helen of Troy (HELE) for Q4 2021, worth a combined $6.17B — up 7.5% from $5.74B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new HELE positions and 17 closed out — a net gain of 11 holders — while 105 added to existing stakes and 98 trimmed.
The largest buyer was Capital International Investors, adding an estimated $92.1M. The largest seller was Wells Fargo, cutting an estimated $253M.
- 290 institutional investors held Helen of Troy (HELE) as of Q4 2021, up from 280 in Q3 2021.
- Funds reported $6.17B of Helen of Troy stock for Q4 2021, up 7.5% quarter-over-quarter.
- 28 funds opened new Helen of Troy positions in Q4 2021 and 17 closed out, a net change of +11 holders.
- The largest Helen of Troy buyer in Q4 2021 was Capital International Investors, an estimated $92.1M added.
- The largest Helen of Troy seller in Q4 2021 was Wells Fargo, an estimated $253M sold.
Based on aggregated 13F filings for Q4 2021.