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Helen of Troy
HELE

229 hedge funds and large institutions have $2.46B invested in Helen of Troy in 2017 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 79 increasing their positions, 80 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

166% more call options, than puts

Call options by funds: $9.44M | Put options by funds: $3.55M

90% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 21

8% more funds holding

Funds holding: 212 → 229 (+17)

0.41% more ownership

Funds ownership: 93.39% → 93.81% (+0.41%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% less capital invested

Capital invested by funds: $2.46B → $2.46B (-$1.06M)

1% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 80

Holders
229
Holders Change
+17
Holders Change %
+8.02%
% of All Funds
5.19%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
40
Increased
79
Reduced
80
Closed
21
Calls
$9.44M
Puts
$3.55M
Net Calls
+$5.89M
Net Calls Change
+$9.02M

Top Buyers

1
ACH
ArrowMark Colorado Holdings
Colorado
+$17.7M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$15.9M
3
CB
Cooke & Bieler
Pennsylvania
+$14.9M
4
State Street
State Street
Massachusetts
+$10.9M
5
American Century Companies
American Century Companies
Missouri
+$9.79M

Top Sellers

1
TA
Teachers Advisors
New York
-$16.2M
2
Invesco
Invesco
Georgia
-$14.7M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$13.9M
4
FA
Friess Associates
Delaware
-$12.3M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$8.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$380M -$7.24M -78,563 -2%
BlackRock
2
BlackRock
New York
$275M +$6.91M +74,994 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$224M +$4.33M +47,055 +2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$139M -$3.56M -38,626 -3%
State Street
5
State Street
Massachusetts
$109M +$10.9M +118,053 +12%
Fisher Asset Management
6
Fisher Asset Management
Washington
$75.4M -$654K -7,100 -0.9%
CIP
7
Champlain Investment Partners
Vermont
$64.4M -$1.4M -15,245 -2%
Wells Fargo
8
Wells Fargo
California
$63.3M -$374K -4,064 -0.6%
ACH
9
ArrowMark Colorado Holdings
Colorado
$58M +$17.7M +192,386 +47%
CB
10
Cooke & Bieler
Pennsylvania
$54.7M +$14.9M +161,658 +40%
SCM
11
Snyder Capital Management
California
$47.2M -$2.04M -22,120 -4%
Northern Trust
12
Northern Trust
Illinois
$43.3M +$819K +8,888 +2%
PP
13
Prudential plc
United Kingdom
$40.5M +$4.78M +51,900 +14%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$40.4M -$1.04M -11,339 -3%
GT
15
Glenmede Trust
Pennsylvania
$38.4M +$1.79M +19,477 +5%
WHG
16
Westwood Holdings Group
Texas
$37.9M -$229K -2,485 -0.6%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$37.1M +$1.04M +11,271 +3%
Norges Bank
18
Norges Bank
Norway
$35.9M -$2.03M -21,999 -6%
American Century Companies
19
American Century Companies
Missouri
$33.2M +$9.79M +106,285 +45%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$29.1M -$581K -6,313 -2%
Invesco
21
Invesco
Georgia
$25.3M -$14.7M -160,094 -38%
JP Morgan Chase
22
JP Morgan Chase
New York
$25M +$3.71M +40,272 +18%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$24.4M +$1.18M +12,862 +5%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$23.8M -$3.59M -38,929 -14%
Deutsche Bank
25
Deutsche Bank
Germany
$20.8M +$6.56M +71,280 +49%
1
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HELE Hedge Fund Activity: Q4 2017 in Review

229 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Helen of Troy (HELE) for Q4 2017, worth a combined $2.46B — down 0.04% from $2.46B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new HELE positions and 21 closed out — a net gain of 19 holders — while 79 added to existing stakes and 80 trimmed.

The largest buyer was ArrowMark Colorado Holdings, adding an estimated $17.7M. The largest seller was Teachers Advisors, cutting an estimated $16.2M.

  • 229 institutional investors held Helen of Troy (HELE) as of Q4 2017, up from 212 in Q3 2017.
  • Funds reported $2.46B of Helen of Troy stock for Q4 2017, down 0.04% quarter-over-quarter.
  • 40 funds opened new Helen of Troy positions in Q4 2017 and 21 closed out, a net change of +19 holders.
  • The largest Helen of Troy buyer in Q4 2017 was ArrowMark Colorado Holdings, an estimated $17.7M added.
  • The largest Helen of Troy seller in Q4 2017 was Teachers Advisors, an estimated $16.2M sold.

Based on aggregated 13F filings for Q4 2017.