Helen of Troy
HELE
236 hedge funds and large institutions have $2.26B invested in Helen of Troy in 2016 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 91 increasing their positions, 80 reducing their positions, and 32 closing their positions.
14% more repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 80
9% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 32
0% more funds holding
Funds holding: 235 → 236 (+1)
3% less call options, than puts
Call options by funds: $3.95M | Put options by funds: $4.07M
17% less capital invested
Capital invested by funds: $2.73B → $2.26B (-$472M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$18.3M |
| 2 |
Fisher Asset Management
Camas,
Washington
|
+$18M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$12.6M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$10.7M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
+$10.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$56.9M |
| 2 |
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
|
-$22.9M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$14.8M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$14.5M |
| 5 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$12.3M |
HELE Hedge Fund Activity: Q3 2016 in Review
236 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Helen of Troy (HELE) for Q3 2016, worth a combined $2.26B — down 17% from $2.73B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new HELE positions and 32 closed out — a net gain of 3 holders — while 91 added to existing stakes and 80 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $18.3M. The largest seller was AllianceBernstein, cutting an estimated $56.9M.
- 236 institutional investors held Helen of Troy (HELE) as of Q3 2016, up from 235 in Q2 2016.
- Funds reported $2.26B of Helen of Troy stock for Q3 2016, down 17% quarter-over-quarter.
- 35 funds opened new Helen of Troy positions in Q3 2016 and 32 closed out, a net change of +3 holders.
- The largest Helen of Troy buyer in Q3 2016 was Goldman Sachs, an estimated $18.3M added.
- The largest Helen of Troy seller in Q3 2016 was AllianceBernstein, an estimated $56.9M sold.
Based on aggregated 13F filings for Q3 2016.