Helen of Troy
HELE
280 hedge funds and large institutions have $5.74B invested in Helen of Troy in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 80 increasing their positions, 122 reducing their positions, and 31 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
17% more call options, than puts
Call options by funds: $31.3M | Put options by funds: $26.9M
1.98% more ownership
Funds ownership: 104.14% → 106.12% (+2%)
1% more capital invested
Capital invested by funds: $5.71B → $5.74B (+$30.8M)
2% less funds holding
Funds holding: 287 → 280 (-7)
16% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 31
34% less repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 122
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
+$122M |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$77.6M |
| 3 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
+$36.6M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$19.5M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
+$14.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$37M |
| 2 |
BlackRock
New York
|
-$18.7M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$14.2M |
| 4 |
RI
Redwood Investments
Boston,
Massachusetts
|
-$11M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$10.8M |
HELE Hedge Fund Activity: Q3 2021 in Review
280 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Helen of Troy (HELE) for Q3 2021, worth a combined $5.74B — up 0.54% from $5.71B a quarter earlier.
Sellers outnumbered buyers: 31 funds closed out of HELE and 26 opened new positions — a net loss of 5 holders — while 122 trimmed existing stakes and 80 added.
The largest buyer was Janus Henderson Group, opening a new position worth an estimated $122M. The largest seller was JP Morgan Chase, cutting an estimated $37M.
- 280 institutional investors held Helen of Troy (HELE) as of Q3 2021, down from 287 in Q2 2021.
- Funds reported $5.74B of Helen of Troy stock for Q3 2021, up 0.54% quarter-over-quarter.
- 26 funds opened new Helen of Troy positions in Q3 2021 and 31 closed out, a net change of -5 holders.
- The largest Helen of Troy buyer in Q3 2021 was Janus Henderson Group, an estimated $122M added.
- The largest Helen of Troy seller in Q3 2021 was JP Morgan Chase, an estimated $37M sold.
Based on aggregated 13F filings for Q3 2021.