Helen of Troy
HELE
262 hedge funds and large institutions have $3.64B invested in Helen of Troy in 2020 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 87 increasing their positions, 90 reducing their positions, and 52 closing their positions.
52% more call options, than puts
Call options by funds: $18.2M | Put options by funds: $12M
4.5% more ownership
Funds ownership: 95.78% → 100.27% (+4.5%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
3% less repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 90
4% less funds holding
Funds holding: 272 → 262 (-10)
13% less first-time investments, than exits
New positions opened: 45 | Existing positions closed: 52
16% less capital invested
Capital invested by funds: $4.33B → $3.64B (-$695M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$65.5M |
| 2 |
JP Morgan Chase
New York
|
+$47.4M |
| 3 |
Goldman Sachs
New York
|
+$28.7M |
| 4 |
Brown Advisory
Baltimore,
Maryland
|
+$26.6M |
| 5 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
+$18.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$33.7M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$18M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$17.4M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$15.7M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$14.6M |
HELE Hedge Fund Activity: Q1 2020 in Review
262 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Helen of Troy (HELE) for Q1 2020, worth a combined $3.64B — down 16% from $4.33B a quarter earlier.
Sellers outnumbered buyers: 52 funds closed out of HELE and 45 opened new positions — a net loss of 7 holders — while 90 trimmed existing stakes and 87 added.
The largest buyer was Victory Capital Management, adding an estimated $65.5M. The largest seller was Fidelity Investments, cutting an estimated $33.7M.
- 262 institutional investors held Helen of Troy (HELE) as of Q1 2020, down from 272 in Q4 2019.
- Funds reported $3.64B of Helen of Troy stock for Q1 2020, down 16% quarter-over-quarter.
- 45 funds opened new Helen of Troy positions in Q1 2020 and 52 closed out, a net change of -7 holders.
- The largest Helen of Troy buyer in Q1 2020 was Victory Capital Management, an estimated $65.5M added.
- The largest Helen of Troy seller in Q1 2020 was Fidelity Investments, an estimated $33.7M sold.
Based on aggregated 13F filings for Q1 2020.