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Helen of Troy
HELE

277 hedge funds and large institutions have $4.88B invested in Helen of Troy in 2022 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 91 increasing their positions, 107 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

224% more call options, than puts

Call options by funds: $21.2M | Put options by funds: $6.53M

0.3% less ownership

Funds ownership: 104.87% → 104.57% (-0.3%)

4% less funds holding

Funds holding: 290 → 277 (-13)

15% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 107

21% less capital invested

Capital invested by funds: $6.17B → $4.88B (-$1.29B)

24% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 41

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
277
Holders Change
-13
Holders Change %
-4.48%
% of All Funds
4.37%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
31
Increased
91
Reduced
107
Closed
41
Calls
$21.2M
Puts
$6.53M
Net Calls
+$14.6M
Net Calls Change
-$4.4M

Top Buyers

1
CB
Cooke & Bieler
Pennsylvania
+$21.9M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$21.2M
3
Capital World Investors
Capital World Investors
California
+$21.1M
4
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
+$15.1M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$9.88M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$22.9M
2
Goldman Sachs
Goldman Sachs
New York
-$22.5M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$22.1M
4
Victory Capital Management
Victory Capital Management
Texas
-$13.3M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$9.97M
Name Holding Trade Value Shares
Change 		Change in
Stake
AACP
76
Advantage Alpha Capital Partners
California
$4.65M +$284K +1,347 +6%
Amundi
77
Amundi
France
$4.64M -$745K -3,537 -13%
EAM
78
EULAV Asset Management
Florida
$4.5M – – –
MOACM
79
Mutual of America Capital Management
New York
$4.31M +$91.4K +434 +2%
CS
80
Credit Suisse
Switzerland
$4.13M +$41.9K +199 +1%
HPIA
81
Hamilton Point Investment Advisors
North Carolina
$4.08M +$95.6K +454 +2%
IECM
82
Intrinsic Edge Capital Management
Illinois
$3.92M +$4.21M +20,000 New
RCMC
83
RK Capital Management (Colorado)
Colorado
$3.83M +$4.12M +19,555 New
Holocene Advisors
84
Holocene Advisors
New York
$3.65M +$2.51M +11,920 +177%
SEI Investments
85
SEI Investments
Pennsylvania
$3.59M +$1.16M +5,515 +43%
GIA
86
GHP Investment Advisors
Colorado
$3.58M +$3.86M +18,303 New
New York State Common Retirement Fund
87
New York State Common Retirement Fund
New York
$3.37M -$41.1K -195 -1%
TPSF
88
Texas Permanent School Fund
Texas
$3.35M -$75.8K -360 -2%
Citadel Advisors
89
Citadel Advisors
Florida
$3.32M +$711K +3,374 +25%
PA
90
Pinnacle Associates
New York
$3.24M +$2.81M +13,325 +411%
AB
91
Amalgamated Bank
New York
$3.21M -$165K -784 -5%
AF
92
Amalgamated Financial
New York
$3.21M +$3.46M +16,401 New
GIA
93
Gladstone Institutional Advisory
Florida
$2.97M +$3.2M +15,186 New
CRC
94
Curi RMB Capital
Illinois
$2.68M – – –
State of New Jersey Common Pension Fund D
95
State of New Jersey Common Pension Fund D
New Jersey
$2.63M – – –
M&T Bank
96
M&T Bank
New York
$2.63M +$1.37M +6,505 +94%
YCM
97
Yousif Capital Management
Michigan
$2.58M +$109K +517 +4%
Aviva
98
Aviva
United Kingdom
$2.54M – – –
State of Tennessee, Department of Treasury
99
State of Tennessee, Department of Treasury
Tennessee
$2.45M – – –
CII
100
Capital International Inc
California
$2.33M -$290K -1,377 -10%
2 3
4
5 6

HELE Hedge Fund Activity: Q1 2022 in Review

277 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Helen of Troy (HELE) for Q1 2022, worth a combined $4.88B — down 21% from $6.17B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of HELE and 31 opened new positions — a net loss of 10 holders — while 107 trimmed existing stakes and 91 added.

The largest buyer was Cooke & Bieler, adding an estimated $21.9M. The largest seller was Capital Research Global Investors, cutting an estimated $22.9M.

  • 277 institutional investors held Helen of Troy (HELE) as of Q1 2022, down from 290 in Q4 2021.
  • Funds reported $4.88B of Helen of Troy stock for Q1 2022, down 21% quarter-over-quarter.
  • 31 funds opened new Helen of Troy positions in Q1 2022 and 41 closed out, a net change of -10 holders.
  • The largest Helen of Troy buyer in Q1 2022 was Cooke & Bieler, an estimated $21.9M added.
  • The largest Helen of Troy seller in Q1 2022 was Capital Research Global Investors, an estimated $22.9M sold.

Based on aggregated 13F filings for Q1 2022.