Helen of Troy
HELE
212 hedge funds and large institutions have $2.46B invested in Helen of Troy in 2017 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 84 increasing their positions, 75 reducing their positions, and 29 closing their positions.
12% more repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 75
5% more capital invested
Capital invested by funds: $2.34B → $2.46B (+$128M)
1.59% more ownership
Funds ownership: 91.81% → 93.39% (+1.6%)
6% less funds holding
Funds holding: 225 → 212 (-13)
39% less call options, than puts
Call options by funds: $4.8M | Put options by funds: $7.94M
41% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 29
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$39.4M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$22.9M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$16.1M |
| 4 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
+$12.3M |
| 5 |
O
OppenheimerFunds
New York
|
+$12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
-$10.6M |
| 2 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$10.2M |
| 3 |
Morgan Stanley
New York
|
-$9.93M |
| 4 |
VRS
Virginia Retirement Systems
Richmond,
Virginia
|
-$7.09M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$6.1M |
HELE Hedge Fund Activity: Q3 2017 in Review
212 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Helen of Troy (HELE) for Q3 2017, worth a combined $2.46B — up 5.5% from $2.34B a quarter earlier.
Sellers outnumbered buyers: 29 funds closed out of HELE and 17 opened new positions — a net loss of 12 holders — while 75 trimmed existing stakes and 84 added.
The largest buyer was ArrowMark Colorado Holdings, opening a new position worth an estimated $39.4M. The largest seller was Renaissance Technologies, cutting an estimated $10.6M.
- 212 institutional investors held Helen of Troy (HELE) as of Q3 2017, down from 225 in Q2 2017.
- Funds reported $2.46B of Helen of Troy stock for Q3 2017, up 5.5% quarter-over-quarter.
- 17 funds opened new Helen of Troy positions in Q3 2017 and 29 closed out, a net change of -12 holders.
- The largest Helen of Troy buyer in Q3 2017 was ArrowMark Colorado Holdings, an estimated $39.4M added.
- The largest Helen of Troy seller in Q3 2017 was Renaissance Technologies, an estimated $10.6M sold.
Based on aggregated 13F filings for Q3 2017.