Helen of Troy
HELE
225 hedge funds and large institutions have $2.34B invested in Helen of Troy in 2017 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 83 increasing their positions, 76 reducing their positions, and 20 closing their positions.
85% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 20
8% more funds holding
Funds holding: 209 → 225 (+16)
9% more repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 76
0% more capital invested
Capital invested by funds: $2.33B → $2.34B (+$5.07M)
0.1% more ownership
Funds ownership: 91.71% → 91.81% (+0.1%)
40% less call options, than puts
Call options by funds: $2.46M | Put options by funds: $4.11M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$19.6M |
| 2 |
FA
Friess Associates
Greenville,
Delaware
|
+$11.9M |
| 3 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$11.7M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$9.07M |
| 5 |
Morgan Stanley
New York
|
+$6.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RHJA
Rice Hall James & Associates
San Diego,
California
|
-$20M |
| 2 |
JIR
James Investment Research
Alpha,
Ohio
|
-$13.5M |
| 3 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
-$12M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$11.9M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$8.68M |
HELE Hedge Fund Activity: Q2 2017 in Review
225 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Helen of Troy (HELE) for Q2 2017, worth a combined $2.34B — up 0.22% from $2.33B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new HELE positions and 20 closed out — a net gain of 17 holders — while 83 added to existing stakes and 76 trimmed.
The largest buyer was AllianceBernstein, adding an estimated $19.6M. The largest seller was Rice Hall James & Associates, exiting entirely with an estimated $20M sold.
- 225 institutional investors held Helen of Troy (HELE) as of Q2 2017, up from 209 in Q1 2017.
- Funds reported $2.34B of Helen of Troy stock for Q2 2017, up 0.22% quarter-over-quarter.
- 37 funds opened new Helen of Troy positions in Q2 2017 and 20 closed out, a net change of +17 holders.
- The largest Helen of Troy buyer in Q2 2017 was AllianceBernstein, an estimated $19.6M added.
- The largest Helen of Troy seller in Q2 2017 was Rice Hall James & Associates, an estimated $20M sold.
Based on aggregated 13F filings for Q2 2017.