Helen of Troy
HELE
245 hedge funds and large institutions have $2.78B invested in Helen of Troy in 2022 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 94 increasing their positions, 72 reducing their positions, and 46 closing their positions.
31% more repeat investments, than reductions
Existing positions increased: 94 | Existing positions reduced: 72
18% more capital invested
Capital invested by funds: $2.34B → $2.78B (+$433M)
5.52% more ownership
Funds ownership: 101.14% → 106.66% (+5.5%)
4% less funds holding
Funds holding: 256 → 245 (-11)
13% less first-time investments, than exits
New positions opened: 40 | Existing positions closed: 46
55% less call options, than puts
Call options by funds: $52.2M | Put options by funds: $117M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$51.9M |
| 2 |
EARNEST Partners
Atlanta,
Georgia
|
+$49.1M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
+$29.6M |
| 4 |
RA
Royce & Associates
New York
|
+$26.1M |
| 5 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
+$18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$51.7M |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
-$23.8M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$13.9M |
| 4 |
NPIC
Neumeier Poma Investment Counsel
Carmel,
California
|
-$9.28M |
| 5 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$8.27M |
HELE Hedge Fund Activity: Q4 2022 in Review
245 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Helen of Troy (HELE) for Q4 2022, worth a combined $2.78B — up 18% from $2.34B a quarter earlier.
Sellers outnumbered buyers: 46 funds closed out of HELE and 40 opened new positions — a net loss of 6 holders — while 72 trimmed existing stakes and 94 added.
The largest buyer was Fidelity Investments, adding an estimated $51.9M. The largest seller was Capital International Investors, exiting entirely with an estimated $51.7M sold.
- 245 institutional investors held Helen of Troy (HELE) as of Q4 2022, down from 256 in Q3 2022.
- Funds reported $2.78B of Helen of Troy stock for Q4 2022, up 18% quarter-over-quarter.
- 40 funds opened new Helen of Troy positions in Q4 2022 and 46 closed out, a net change of -6 holders.
- The largest Helen of Troy buyer in Q4 2022 was Fidelity Investments, an estimated $51.9M added.
- The largest Helen of Troy seller in Q4 2022 was Capital International Investors, an estimated $51.7M sold.
Based on aggregated 13F filings for Q4 2022.