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Helen of Troy
HELE

263 hedge funds and large institutions have $3.09B invested in Helen of Troy in 2019 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 65 increasing their positions, 125 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more call options, than puts

Call options by funds: $15.3M | Put options by funds: $7.39M

8% more capital invested

Capital invested by funds: $2.87B → $3.09B (+$218M)

9% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 34

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% less funds holding

Funds holding: 264 → 263 (-1)

2.9% less ownership

Funds ownership: 98.18% → 95.28% (-2.9%)

48% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 125

Holders
263
Holders Change
-1
Holders Change %
-0.38%
% of All Funds
5.71%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
37
Increased
65
Reduced
125
Closed
34
Calls
$15.3M
Puts
$7.39M
Net Calls
+$7.95M
Net Calls Change
+$9.14M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$114M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$18.5M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$18.4M
4
N
Nuveen
North Carolina
+$14.6M
5
Wells Fargo
Wells Fargo
California
+$10M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$36.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$29.1M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$28.6M
4
JP Morgan Chase
JP Morgan Chase
New York
-$22.7M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$19.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$376M -$18M -137,772 -5%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$336M -$29.1M -222,541 -8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$313M -$2.72M -20,769 -0.9%
State Street
4
State Street
Massachusetts
$119M -$5.74M -43,844 -5%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$118M -$28.6M -218,826 -20%
Capital Research Global Investors
6
Capital Research Global Investors
California
$114M +$114M +872,000 New
Fisher Asset Management
7
Fisher Asset Management
Washington
$82.5M +$448K +3,420 +0.5%
Victory Capital Management
8
Victory Capital Management
Texas
$81.7M -$5.85M -44,712 -7%
Wells Fargo
9
Wells Fargo
California
$76.1M +$10M +76,483 +15%
Northern Trust
10
Northern Trust
Illinois
$74M +$547K +4,183 +0.7%
CB
11
Cooke & Bieler
Pennsylvania
$71M +$703K +5,370 +1%
Fuller & Thaler Asset Management
12
Fuller & Thaler Asset Management
California
$66M +$18.5M +141,030 +39%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$65.2M -$408K -3,120 -0.6%
SCM
14
Snyder Capital Management
California
$53.8M -$3.11M -23,738 -5%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$46.9M -$4.77M -36,467 -9%
CIP
16
Champlain Investment Partners
Vermont
$44.8M +$311K +2,375 +0.7%
Norges Bank
17
Norges Bank
Norway
$44.7M – – –
NPIC
18
Neumeier Poma Investment Counsel
California
$41M +$391K +2,985 +1%
Ameriprise
19
Ameriprise
Minnesota
$36.5M -$11.6M -88,662 -24%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$36.4M +$128K +979 +0.4%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$35.2M -$12.6M -95,972 -26%
Aberdeen Group
22
Aberdeen Group
United Kingdom
$33.3M -$3.01M -23,026 -8%
Charles Schwab
23
Charles Schwab
California
$28.1M -$3.66M -27,960 -12%
RCAMU
24
Rothschild & Co Asset Management US
Connecticut
$28M +$316K +2,411 +1%
Bank of America
25
Bank of America
North Carolina
$27.2M -$1.31M -10,012 -5%
1
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HELE Hedge Fund Activity: Q2 2019 in Review

263 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Helen of Troy (HELE) for Q2 2019, worth a combined $3.09B — up 7.6% from $2.87B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new HELE positions and 34 closed out — a net gain of 3 holders — while 65 added to existing stakes and 125 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $114M. The largest seller was Goldman Sachs, cutting an estimated $36.1M.

  • 263 institutional investors held Helen of Troy (HELE) as of Q2 2019, down from 264 in Q1 2019.
  • Funds reported $3.09B of Helen of Troy stock for Q2 2019, up 7.6% quarter-over-quarter.
  • 37 funds opened new Helen of Troy positions in Q2 2019 and 34 closed out, a net change of +3 holders.
  • The largest Helen of Troy buyer in Q2 2019 was Capital Research Global Investors, an estimated $114M added.
  • The largest Helen of Troy seller in Q2 2019 was Goldman Sachs, an estimated $36.1M sold.

Based on aggregated 13F filings for Q2 2019.