Helen of Troy
HELE
175 hedge funds and large institutions have $1.75B invested in Helen of Troy in 2014 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 55 increasing their positions, 62 reducing their positions, and 17 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
112% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 17
23% more capital invested
Capital invested by funds: $1.42B → $1.75B (+$332M)
12% more call options, than puts
Call options by funds: $696K | Put options by funds: $619K
11% more funds holding
Funds holding: 158 → 175 (+17)
11% less repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 62
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
+$20.4M |
| 2 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$8.62M |
| 3 |
MPAM
Monarch Partners Asset Management
Boston,
Massachusetts
|
+$8.57M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$8.53M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$8.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FWIA
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
-$18.4M |
| 2 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$16.3M |
| 3 |
CIP
Chartwell Investment Partners
Berywn,
Pennsylvania
|
-$11.3M |
| 4 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
-$9.52M |
| 5 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$7.79M |
HELE Hedge Fund Activity: Q4 2014 in Review
175 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Helen of Troy (HELE) for Q4 2014, worth a combined $1.75B — up 23% from $1.42B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new HELE positions and 17 closed out — a net gain of 19 holders — while 55 added to existing stakes and 62 trimmed.
The largest buyer was Glenmede Trust, adding an estimated $20.4M. The largest seller was Fort Washington Investment Advisors, cutting an estimated $18.4M.
- 175 institutional investors held Helen of Troy (HELE) as of Q4 2014, up from 158 in Q3 2014.
- Funds reported $1.75B of Helen of Troy stock for Q4 2014, up 23% quarter-over-quarter.
- 36 funds opened new Helen of Troy positions in Q4 2014 and 17 closed out, a net change of +19 holders.
- The largest Helen of Troy buyer in Q4 2014 was Glenmede Trust, an estimated $20.4M added.
- The largest Helen of Troy seller in Q4 2014 was Fort Washington Investment Advisors, an estimated $18.4M sold.
Based on aggregated 13F filings for Q4 2014.