Helen of Troy
HELE
158 hedge funds and large institutions have $1.42B invested in Helen of Troy in 2014 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 48 increasing their positions, 66 reducing their positions, and 42 closing their positions.
507% more call options, than puts
Call options by funds: $346K | Put options by funds: $57K
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
14% less funds holding
Funds holding: 183 → 158 (-25)
14% less capital invested
Capital invested by funds: $1.65B → $1.42B (-$233M)
27% less repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 66
55% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 42
Top Buyers
Top Sellers
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$19M |
| 2 |
State Street
Boston,
Massachusetts
|
-$15M |
| 3 |
Renaissance Technologies
New York
|
-$13.6M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$12.5M |
| 5 |
WCM Investment Management
Laguna Beach,
California
|
-$12.3M |
HELE Hedge Fund Activity: Q3 2014 in Review
158 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Helen of Troy (HELE) for Q3 2014, worth a combined $1.42B — down 14% from $1.65B a quarter earlier.
Sellers outnumbered buyers: 42 funds closed out of HELE and 19 opened new positions — a net loss of 23 holders — while 66 trimmed existing stakes and 48 added.
The largest buyer was Hotchkis & Wiley Capital Management, opening a new position worth an estimated $45.1M. The largest seller was Victory Capital Management, exiting entirely with an estimated $19M sold.
- 158 institutional investors held Helen of Troy (HELE) as of Q3 2014, down from 183 in Q2 2014.
- Funds reported $1.42B of Helen of Troy stock for Q3 2014, down 14% quarter-over-quarter.
- 19 funds opened new Helen of Troy positions in Q3 2014 and 42 closed out, a net change of -23 holders.
- The largest Helen of Troy buyer in Q3 2014 was Hotchkis & Wiley Capital Management, an estimated $45.1M added.
- The largest Helen of Troy seller in Q3 2014 was Victory Capital Management, an estimated $19M sold.
Based on aggregated 13F filings for Q3 2014.