Helen of Troy
HELE
209 hedge funds and large institutions have $2.33B invested in Helen of Troy in 2017 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 66 increasing their positions, 86 reducing their positions, and 21 closing their positions.
43% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 21
11% more capital invested
Capital invested by funds: $2.11B → $2.33B (+$224M)
2.19% more ownership
Funds ownership: 89.53% → 91.71% (+2.2%)
1% more funds holding
Funds holding: 207 → 209 (+2)
23% less repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 86
76% less call options, than puts
Call options by funds: $3.32M | Put options by funds: $14.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$263M |
| 2 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
+$35.8M |
| 3 |
ACA
Anchor Capital Advisors
Boston,
Massachusetts
|
+$14.4M |
| 4 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$12.5M |
| 5 |
Public Employees Retirement Association of Colorado
Denver,
Colorado
|
+$10M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
-$21.2M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$18.9M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
-$18.4M |
| 4 |
Two Sigma Investments
New York
|
-$10.9M |
| 5 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$10.7M |
HELE Hedge Fund Activity: Q1 2017 in Review
209 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Helen of Troy (HELE) for Q1 2017, worth a combined $2.33B — up 11% from $2.11B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new HELE positions and 21 closed out — a net gain of 9 holders — while 66 added to existing stakes and 86 trimmed.
The largest buyer was BlackRock, adding an estimated $263M. The largest seller was Northern Trust, cutting an estimated $21.2M.
- 209 institutional investors held Helen of Troy (HELE) as of Q1 2017, up from 207 in Q4 2016.
- Funds reported $2.33B of Helen of Troy stock for Q1 2017, up 11% quarter-over-quarter.
- 30 funds opened new Helen of Troy positions in Q1 2017 and 21 closed out, a net change of +9 holders.
- The largest Helen of Troy buyer in Q1 2017 was BlackRock, an estimated $263M added.
- The largest Helen of Troy seller in Q1 2017 was Northern Trust, an estimated $21.2M sold.
Based on aggregated 13F filings for Q1 2017.