Helen of Troy
HELE
218 hedge funds and large institutions have $2.59B invested in Helen of Troy in 2015 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 66 increasing their positions, 78 reducing their positions, and 16 closing their positions.
206% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 16
18% more capital invested
Capital invested by funds: $2.2B → $2.59B (+$393M)
17% more funds holding
Funds holding: 186 → 218 (+32)
13% more call options, than puts
Call options by funds: $4.14M | Put options by funds: $3.65M
15% less repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 78
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$33.2M |
| 2 |
GAM
Gotham Asset Management
New York
|
+$30.8M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$13.8M |
| 4 |
JIR
James Investment Research
Alpha,
Ohio
|
+$11.8M |
| 5 |
NC
Northpointe Capital
Bloomfield Hills,
Michigan
|
+$8.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$31.1M |
| 2 |
State Street
Boston,
Massachusetts
|
-$17.5M |
| 3 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$16.2M |
| 4 |
RHJA
Rice Hall James & Associates
San Diego,
California
|
-$15.4M |
| 5 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$14.2M |
HELE Hedge Fund Activity: Q2 2015 in Review
218 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Helen of Troy (HELE) for Q2 2015, worth a combined $2.59B — up 18% from $2.2B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new HELE positions and 16 closed out — a net gain of 33 holders — while 66 added to existing stakes and 78 trimmed.
The largest buyer was Invesco, adding an estimated $33.2M. The largest seller was Wellington Management Group, cutting an estimated $31.1M.
- 218 institutional investors held Helen of Troy (HELE) as of Q2 2015, up from 186 in Q1 2015.
- Funds reported $2.59B of Helen of Troy stock for Q2 2015, up 18% quarter-over-quarter.
- 49 funds opened new Helen of Troy positions in Q2 2015 and 16 closed out, a net change of +33 holders.
- The largest Helen of Troy buyer in Q2 2015 was Invesco, an estimated $33.2M added.
- The largest Helen of Troy seller in Q2 2015 was Wellington Management Group, an estimated $31.1M sold.
Based on aggregated 13F filings for Q2 2015.