Helen of Troy
HELE
287 hedge funds and large institutions have $5.71B invested in Helen of Troy in 2021 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 84 increasing their positions, 134 reducing their positions, and 53 closing their positions.
49% more call options, than puts
Call options by funds: $31.2M | Put options by funds: $20.9M
3% more capital invested
Capital invested by funds: $5.54B → $5.71B (+$177M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
3.82% less ownership
Funds ownership: 107.96% → 104.14% (-3.8%)
11% less funds holding
Funds holding: 322 → 287 (-35)
37% less repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 134
64% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 53
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
+$56.2M |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$53.2M |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$51.8M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$41M |
| 5 |
JP Morgan Chase
New York
|
+$30.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$126M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$63.1M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$38.1M |
| 4 |
BlackRock
New York
|
-$36.5M |
| 5 |
William Blair Investment Management
Chicago,
Illinois
|
-$27.7M |
HELE Hedge Fund Activity: Q2 2021 in Review
287 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Helen of Troy (HELE) for Q2 2021, worth a combined $5.71B — up 3.2% from $5.54B a quarter earlier.
Sellers outnumbered buyers: 53 funds closed out of HELE and 19 opened new positions — a net loss of 34 holders — while 134 trimmed existing stakes and 84 added.
The largest buyer was Cooke & Bieler, adding an estimated $56.2M. The largest seller was Goldman Sachs, cutting an estimated $126M.
- 287 institutional investors held Helen of Troy (HELE) as of Q2 2021, down from 322 in Q1 2021.
- Funds reported $5.71B of Helen of Troy stock for Q2 2021, up 3.2% quarter-over-quarter.
- 19 funds opened new Helen of Troy positions in Q2 2021 and 53 closed out, a net change of -34 holders.
- The largest Helen of Troy buyer in Q2 2021 was Cooke & Bieler, an estimated $56.2M added.
- The largest Helen of Troy seller in Q2 2021 was Goldman Sachs, an estimated $126M sold.
Based on aggregated 13F filings for Q2 2021.