Helen of Troy
HELE
229 hedge funds and large institutions have $2.46B invested in Helen of Troy in 2017 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 79 increasing their positions, 80 reducing their positions, and 21 closing their positions.
166% more call options, than puts
Call options by funds: $9.44M | Put options by funds: $3.55M
90% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 21
8% more funds holding
Funds holding: 212 → 229 (+17)
0.41% more ownership
Funds ownership: 93.39% → 93.81% (+0.41%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% less capital invested
Capital invested by funds: $2.46B → $2.46B (-$1.06M)
1% less repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 80
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$17.7M |
| 2 |
VOYA Investment Management
Atlanta,
Georgia
|
+$15.9M |
| 3 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
+$14.9M |
| 4 |
State Street
Boston,
Massachusetts
|
+$10.9M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$9.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TA
Teachers Advisors
New York
|
-$16.2M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$14.7M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$13.9M |
| 4 |
FA
Friess Associates
Greenville,
Delaware
|
-$12.3M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
-$8.47M |
HELE Hedge Fund Activity: Q4 2017 in Review
229 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Helen of Troy (HELE) for Q4 2017, worth a combined $2.46B — down 0.04% from $2.46B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new HELE positions and 21 closed out — a net gain of 19 holders — while 79 added to existing stakes and 80 trimmed.
The largest buyer was ArrowMark Colorado Holdings, adding an estimated $17.7M. The largest seller was Teachers Advisors, cutting an estimated $16.2M.
- 229 institutional investors held Helen of Troy (HELE) as of Q4 2017, up from 212 in Q3 2017.
- Funds reported $2.46B of Helen of Troy stock for Q4 2017, down 0.04% quarter-over-quarter.
- 40 funds opened new Helen of Troy positions in Q4 2017 and 21 closed out, a net change of +19 holders.
- The largest Helen of Troy buyer in Q4 2017 was ArrowMark Colorado Holdings, an estimated $17.7M added.
- The largest Helen of Troy seller in Q4 2017 was Teachers Advisors, an estimated $16.2M sold.
Based on aggregated 13F filings for Q4 2017.