Helen of Troy
HELE
272 hedge funds and large institutions have $2.99B invested in Helen of Troy in 2024 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 97 increasing their positions, 92 reducing their positions, and 24 closing their positions.
46% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 24
4% more funds holding
Funds holding: 261 → 272 (+11)
5% more repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 92
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.89% less ownership
Funds ownership: 112.28% → 109.39% (-2.9%)
9% less capital invested
Capital invested by funds: $3.3B → $2.99B (-$309M)
55% less call options, than puts
Call options by funds: $40.8M | Put options by funds: $89.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Snyder Capital Management
San Francisco,
California
|
+$22.9M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$13.4M |
| 3 |
EARNEST Partners
Atlanta,
Georgia
|
+$7.6M |
| 4 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$6.94M |
| 5 |
TC
TwinBeech Capital
Purchase,
New York
|
+$5.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$80.6M |
| 2 |
Morgan Stanley
New York
|
-$16M |
| 3 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
-$14.5M |
| 4 |
Lazard Asset Management
New York
|
-$12.2M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$11.6M |
HELE Hedge Fund Activity: Q1 2024 in Review
272 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Helen of Troy (HELE) for Q1 2024, worth a combined $2.99B — down 9.4% from $3.3B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new HELE positions and 24 closed out — a net gain of 11 holders — while 97 added to existing stakes and 92 trimmed.
The largest buyer was Snyder Capital Management, adding an estimated $22.9M. The largest seller was Capital Research Global Investors, cutting an estimated $80.6M.
- 272 institutional investors held Helen of Troy (HELE) as of Q1 2024, up from 261 in Q4 2023.
- Funds reported $2.99B of Helen of Troy stock for Q1 2024, down 9.4% quarter-over-quarter.
- 35 funds opened new Helen of Troy positions in Q1 2024 and 24 closed out, a net change of +11 holders.
- The largest Helen of Troy buyer in Q1 2024 was Snyder Capital Management, an estimated $22.9M added.
- The largest Helen of Troy seller in Q1 2024 was Capital Research Global Investors, an estimated $80.6M sold.
Based on aggregated 13F filings for Q1 2024.