Helen of Troy
HELE
249 hedge funds and large institutions have $2.54B invested in Helen of Troy in 2018 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 82 increasing their positions, 73 reducing their positions, and 18 closing their positions.
117% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 18
15% more capital invested
Capital invested by funds: $2.21B → $2.54B (+$331M)
12% more repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 73
8% more funds holding
Funds holding: 231 → 249 (+18)
2.92% more ownership
Funds ownership: 93.98% → 96.9% (+2.9%)
0% more call options, than puts
Call options by funds: $7.37M | Put options by funds: $7.33M
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$13.9M |
| 2 |
BlackRock
New York
|
+$13M |
| 3 |
TA
Teachers Advisors
New York
|
+$12.3M |
| 4 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
+$10.1M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$6.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$26.5M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$12.2M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$6.79M |
| 4 |
SCM
SG Capital Management
Chicago,
Illinois
|
-$6.62M |
| 5 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
-$6.39M |
HELE Hedge Fund Activity: Q2 2018 in Review
249 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in Helen of Troy (HELE) for Q2 2018, worth a combined $2.54B — up 15% from $2.21B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new HELE positions and 18 closed out — a net gain of 21 holders — while 82 added to existing stakes and 73 trimmed.
The largest buyer was Victory Capital Management, opening a new position worth an estimated $13.9M. The largest seller was Fidelity Investments, cutting an estimated $26.5M.
- 249 institutional investors held Helen of Troy (HELE) as of Q2 2018, up from 231 in Q1 2018.
- Funds reported $2.54B of Helen of Troy stock for Q2 2018, up 15% quarter-over-quarter.
- 39 funds opened new Helen of Troy positions in Q2 2018 and 18 closed out, a net change of +21 holders.
- The largest Helen of Troy buyer in Q2 2018 was Victory Capital Management, an estimated $13.9M added.
- The largest Helen of Troy seller in Q2 2018 was Fidelity Investments, an estimated $26.5M sold.
Based on aggregated 13F filings for Q2 2018.