Helen of Troy
HELE
261 hedge funds and large institutions have $3.3B invested in Helen of Troy in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 76 increasing their positions, 102 reducing their positions, and 21 closing their positions.
81% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 21
6% more funds holding
Funds holding: 247 → 261 (+14)
4% more capital invested
Capital invested by funds: $3.18B → $3.3B (+$122M)
0.04% more ownership
Funds ownership: 112.24% → 112.28% (+0.04%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
25% less repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 102
39% less call options, than puts
Call options by funds: $83.9M | Put options by funds: $138M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$28.6M |
| 2 |
Man Group
London,
United Kingdom
|
+$26.8M |
| 3 |
Morgan Stanley
New York
|
+$16.5M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
+$12.3M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$9.99M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$25.7M |
| 2 |
JP Morgan Chase
New York
|
-$25.6M |
| 3 |
Millennium Management
New York
|
-$18.7M |
| 4 |
Capital World Investors
Los Angeles,
California
|
-$15.7M |
| 5 |
Renaissance Technologies
New York
|
-$13.4M |
HELE Hedge Fund Activity: Q4 2023 in Review
261 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Helen of Troy (HELE) for Q4 2023, worth a combined $3.3B — up 3.8% from $3.18B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new HELE positions and 21 closed out — a net gain of 17 holders — while 76 added to existing stakes and 102 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $28.6M. The largest seller was Victory Capital Management, cutting an estimated $25.7M.
- 261 institutional investors held Helen of Troy (HELE) as of Q4 2023, up from 247 in Q3 2023.
- Funds reported $3.3B of Helen of Troy stock for Q4 2023, up 3.8% quarter-over-quarter.
- 38 funds opened new Helen of Troy positions in Q4 2023 and 21 closed out, a net change of +17 holders.
- The largest Helen of Troy buyer in Q4 2023 was Fidelity Investments, an estimated $28.6M added.
- The largest Helen of Troy seller in Q4 2023 was Victory Capital Management, an estimated $25.7M sold.
Based on aggregated 13F filings for Q4 2023.