Helen of Troy
HELE
308 hedge funds and large institutions have $5.76B invested in Helen of Troy in 2020 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 101 increasing their positions, 126 reducing their positions, and 46 closing their positions.
18% more capital invested
Capital invested by funds: $4.87B → $5.76B (+$893M)
2.96% more ownership
Funds ownership: 99.52% → 102.49% (+3%)
0% more funds holding
Funds holding: 308 → 308 (0)
0% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 46
20% less repeat investments, than reductions
Existing positions increased: 101 | Existing positions reduced: 126
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
51% less call options, than puts
Call options by funds: $28.7M | Put options by funds: $58.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$73.8M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$66.4M |
| 3 |
Capital International Investors
Los Angeles,
California
|
+$40.3M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$33.4M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCAMU
Rothschild & Co Asset Management US
Stamford,
Connecticut
|
-$25.4M |
| 2 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
-$17.3M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$15.9M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$14.7M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$12.9M |
HELE Hedge Fund Activity: Q4 2020 in Review
308 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Helen of Troy (HELE) for Q4 2020, worth a combined $5.76B — up 18% from $4.87B a quarter earlier.
Fund positioning in HELE was balanced in Q4 2020: 46 funds opened new positions, 46 closed out, 101 added to existing stakes and 126 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $73.8M. The largest seller was Rothschild & Co Asset Management US, exiting entirely with an estimated $25.4M sold.
- 308 institutional investors held Helen of Troy (HELE) as of Q4 2020, unchanged from Q3 2020.
- Funds reported $5.76B of Helen of Troy stock for Q4 2020, up 18% quarter-over-quarter.
- 46 funds opened new Helen of Troy positions in Q4 2020 and 46 closed out, a net change of 0 holders.
- The largest Helen of Troy buyer in Q4 2020 was Goldman Sachs, an estimated $73.8M added.
- The largest Helen of Troy seller in Q4 2020 was Rothschild & Co Asset Management US, an estimated $25.4M sold.
Based on aggregated 13F filings for Q4 2020.