Helen of Troy
HELE
264 hedge funds and large institutions have $2.92B invested in Helen of Troy in 2019 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 93 increasing their positions, 94 reducing their positions, and 62 closing their positions.
6.64% more ownership
Funds ownership: 91.55% → 98.18% (+6.6%)
1% less repeat investments, than reductions
Existing positions increased: 93 | Existing positions reduced: 94
7% less call options, than puts
Call options by funds: $14.9M | Put options by funds: $16.1M
8% less capital invested
Capital invested by funds: $3.17B → $2.92B (-$254M)
9% less funds holding
Funds holding: 291 → 264 (-27)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
42% less first-time investments, than exits
New positions opened: 36 | Existing positions closed: 62
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$46.9M |
| 2 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
+$28.7M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$26.8M |
| 4 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$22.8M |
| 5 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
+$22.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$26.7M |
| 2 |
BlackRock
New York
|
-$20.7M |
| 3 |
Morgan Stanley
New York
|
-$17.5M |
| 4 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
-$17M |
| 5 |
Fisher Asset Management
Camas,
Washington
|
-$15.9M |
HELE Hedge Fund Activity: Q1 2019 in Review
264 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in Helen of Troy (HELE) for Q1 2019, worth a combined $2.92B — down 8% from $3.17B a quarter earlier.
Sellers outnumbered buyers: 62 funds closed out of HELE and 36 opened new positions — a net loss of 26 holders — while 94 trimmed existing stakes and 93 added.
The largest buyer was Victory Capital Management, adding an estimated $46.9M. The largest seller was Fidelity Investments, cutting an estimated $26.7M.
- 264 institutional investors held Helen of Troy (HELE) as of Q1 2019, down from 291 in Q4 2018.
- Funds reported $2.92B of Helen of Troy stock for Q1 2019, down 8% quarter-over-quarter.
- 36 funds opened new Helen of Troy positions in Q1 2019 and 62 closed out, a net change of -26 holders.
- The largest Helen of Troy buyer in Q1 2019 was Victory Capital Management, an estimated $46.9M added.
- The largest Helen of Troy seller in Q1 2019 was Fidelity Investments, an estimated $26.7M sold.
Based on aggregated 13F filings for Q1 2019.