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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
Envestnet Asset Management
101
Envestnet Asset Management
Illinois
$2.2M +$15.2K +72 +0.6%
JIR
102
James Investment Research
Ohio
$2.17M -$2.58M -12,259 -52%
MAM
103
Martingale Asset Management
Massachusetts
$1.99M +$21.1K +100 +1%
VRS
104
Virginia Retirement Systems
Virginia
$1.96M +$1.01M +4,800 +92%
HW
105
Hancock Whitney
Mississippi
$1.94M -$46.8K -222 -2%
Squarepoint
106
Squarepoint
New York
$1.9M +$2.04M +9,677 New
AAM
107
Azzad Asset Management
Virginia
$1.84M +$24K +114 +1%
VOYA Investment Management
108
VOYA Investment Management
Georgia
$1.82M -$8.3M -39,389 -81%
WT
109
Whittier Trust
California
$1.74M +$109K +518 +6%
RJA
110
Raymond James & Associates
Florida
$1.74M -$1.63M -7,745 -47%
COPPSERS
111
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.73M +$178K +846 +11%
CAM
112
Congress Asset Management
Massachusetts
$1.71M +$329K +1,561 +22%
First Trust Advisors
113
First Trust Advisors
Illinois
$1.7M -$314K -1,491 -15%
OC
114
Oarsman Capital
Wisconsin
$1.65M +$124K +590 +8%
AQR Capital Management
115
AQR Capital Management
Connecticut
$1.63M -$96.9K -460 -5%
N
116
Natixis
France
$1.63M +$632 +3 +0%
AIP
117
Ameritas Investment Partners
Nebraska
$1.62M – – –
Ensign Peak Advisors
118
Ensign Peak Advisors
Utah
$1.57M – – –
SGI
119
Summit Global Investments
Utah
$1.52M +$54.4K +258 +3%
OPERF
120
Oregon Public Employees Retirement Fund
Oregon
$1.51M -$29.3K -139 -2%
State Board of Administration of Florida Retirement System
121
State Board of Administration of Florida Retirement System
Florida
$1.5M -$71.6K -340 -4%
P8IP
122
Pier 88 Investment Partners
California
$1.48M +$86.4K +410 +6%
SIA
123
Sit Investment Associates
Minnesota
$1.48M – – –
LSERS
124
Louisiana State Employees Retirement System
Louisiana
$1.34M +$21.1K +100 +2%
US Bancorp
125
US Bancorp
Minnesota
$1.31M -$29.9K -142 -2%
3 4
5
6 7

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.