Helen of Troy
HELE
234 hedge funds and large institutions have $2.73B invested in Helen of Troy in 2016 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 84 increasing their positions, 87 reducing their positions, and 26 closing their positions.
82% more call options, than puts
Call options by funds: $6.52M | Put options by funds: $3.59M
46% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 26
4% more funds holding
Funds holding: 225 → 234 (+9)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less capital invested
Capital invested by funds: $2.77B → $2.73B (-$38.5M)
3% less repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 87
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$25.5M |
| 2 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
+$24.5M |
| 3 |
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
|
+$20.6M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$15.8M |
| 5 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$13.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
-$35.8M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$34.4M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$31.3M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$20.6M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$20.4M |
HELE Hedge Fund Activity: Q2 2016 in Review
234 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Helen of Troy (HELE) for Q2 2016, worth a combined $2.73B — down 1.4% from $2.77B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new HELE positions and 26 closed out — a net gain of 12 holders — while 84 added to existing stakes and 87 trimmed.
The largest buyer was State Street, adding an estimated $25.5M. The largest seller was Glenmede Trust, cutting an estimated $35.8M.
- 234 institutional investors held Helen of Troy (HELE) as of Q2 2016, up from 225 in Q1 2016.
- Funds reported $2.73B of Helen of Troy stock for Q2 2016, down 1.4% quarter-over-quarter.
- 38 funds opened new Helen of Troy positions in Q2 2016 and 26 closed out, a net change of +12 holders.
- The largest Helen of Troy buyer in Q2 2016 was State Street, an estimated $25.5M added.
- The largest Helen of Troy seller in Q2 2016 was Glenmede Trust, an estimated $35.8M sold.
Based on aggregated 13F filings for Q2 2016.