Helen of Troy
HELE
228 hedge funds and large institutions have $2.54B invested in Helen of Troy in 2015 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 81 increasing their positions, 74 reducing their positions, and 16 closing their positions.
188% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 16
50% more call options, than puts
Call options by funds: $3.62M | Put options by funds: $2.42M
14% more funds holding
Funds holding: 200 → 228 (+28)
9% more repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 74
4% more capital invested
Capital invested by funds: $2.44B → $2.54B (+$106M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$39.4M |
| 2 |
BA
Boston Advisors
Boston,
Massachusetts
|
+$23.8M |
| 3 |
Morgan Stanley
New York
|
+$22.4M |
| 4 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$15.9M |
| 5 |
NFA
Nationwide Fund Advisors
Columbus,
Ohio
|
+$11.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$49.1M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$45.5M |
| 3 |
GAM
Gotham Asset Management
New York
|
-$40.2M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$11.6M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
-$9.73M |
HELE Hedge Fund Activity: Q4 2015 in Review
228 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Helen of Troy (HELE) for Q4 2015, worth a combined $2.54B — up 4.3% from $2.44B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new HELE positions and 16 closed out — a net gain of 30 holders — while 81 added to existing stakes and 74 trimmed.
The largest buyer was Westwood Holdings Group, adding an estimated $39.4M. The largest seller was State Street, cutting an estimated $49.1M.
- 228 institutional investors held Helen of Troy (HELE) as of Q4 2015, up from 200 in Q3 2015.
- Funds reported $2.54B of Helen of Troy stock for Q4 2015, up 4.3% quarter-over-quarter.
- 46 funds opened new Helen of Troy positions in Q4 2015 and 16 closed out, a net change of +30 holders.
- The largest Helen of Troy buyer in Q4 2015 was Westwood Holdings Group, an estimated $39.4M added.
- The largest Helen of Troy seller in Q4 2015 was State Street, an estimated $49.1M sold.
Based on aggregated 13F filings for Q4 2015.