Helen of Troy
HELE
186 hedge funds and large institutions have $2.2B invested in Helen of Troy in 2015 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 67 increasing their positions, 67 reducing their positions, and 18 closing their positions.
235% more call options, than puts
Call options by funds: $3.8M | Put options by funds: $1.13M
72% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 18
26% more capital invested
Capital invested by funds: $1.75B → $2.2B (+$448M)
6% more funds holding
Funds holding: 175 → 186 (+11)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0% more repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 67
Top Buyers
| 1 |
Prudential Financial
Newark,
New Jersey
|
+$40.7M |
| 2 |
CM
Castleark Management
Chicago,
Illinois
|
+$21.9M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$16.4M |
| 4 |
State Street
Boston,
Massachusetts
|
+$14.4M |
| 5 |
FA
Friess Associates
Greenville,
Delaware
|
+$12.2M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
QT
201
Quantbot Technologies
New York
| – | -$42K | -647 | Closed |
|
|
BJ
202
BlackRock Japan
Tokyo,
Japan
| – | -$11K | -175 | Closed |
|
203
Citadel Advisors
Miami,
Florida
| – | -$10.1K | -132 | Closed |
|
HELE Hedge Fund Activity: Q1 2015 in Review
186 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Helen of Troy (HELE) for Q1 2015, worth a combined $2.2B — up 26% from $1.75B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new HELE positions and 18 closed out — a net gain of 13 holders — while 67 added to existing stakes and 67 trimmed.
The largest buyer was Prudential Financial, adding an estimated $40.7M. The largest seller was AllianceBernstein, cutting an estimated $26.8M.
- 186 institutional investors held Helen of Troy (HELE) as of Q1 2015, up from 175 in Q4 2014.
- Funds reported $2.2B of Helen of Troy stock for Q1 2015, up 26% quarter-over-quarter.
- 31 funds opened new Helen of Troy positions in Q1 2015 and 18 closed out, a net change of +13 holders.
- The largest Helen of Troy buyer in Q1 2015 was Prudential Financial, an estimated $40.7M added.
- The largest Helen of Troy seller in Q1 2015 was AllianceBernstein, an estimated $26.8M sold.
Based on aggregated 13F filings for Q1 2015.