Helen of Troy
HELE
272 hedge funds and large institutions have $4.33B invested in Helen of Troy in 2019 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 79 increasing their positions, 104 reducing their positions, and 19 closing their positions.
153% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 19
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
15% more capital invested
Capital invested by funds: $3.76B → $4.33B (+$578M)
11% more call options, than puts
Call options by funds: $25.1M | Put options by funds: $22.7M
8% more funds holding
Funds holding: 252 → 272 (+20)
0.39% more ownership
Funds ownership: 95.39% → 95.78% (+0.39%)
24% less repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 104
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
+$74.9M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$25.8M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$15.5M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$12.6M |
| 5 |
ACA
Anchor Capital Advisors
Boston,
Massachusetts
|
+$11.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$38.6M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
-$29.6M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$26.7M |
| 4 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
-$10.9M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$10.3M |
HELE Hedge Fund Activity: Q4 2019 in Review
272 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Helen of Troy (HELE) for Q4 2019, worth a combined $4.33B — up 15% from $3.76B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new HELE positions and 19 closed out — a net gain of 29 holders — while 79 added to existing stakes and 104 trimmed.
The largest buyer was Cooke & Bieler, adding an estimated $74.9M. The largest seller was Champlain Investment Partners, exiting entirely with an estimated $38.6M sold.
- 272 institutional investors held Helen of Troy (HELE) as of Q4 2019, up from 252 in Q3 2019.
- Funds reported $4.33B of Helen of Troy stock for Q4 2019, up 15% quarter-over-quarter.
- 48 funds opened new Helen of Troy positions in Q4 2019 and 19 closed out, a net change of +29 holders.
- The largest Helen of Troy buyer in Q4 2019 was Cooke & Bieler, an estimated $74.9M added.
- The largest Helen of Troy seller in Q4 2019 was Champlain Investment Partners, an estimated $38.6M sold.
Based on aggregated 13F filings for Q4 2019.