Helen of Troy
HELE
262 hedge funds and large institutions have $3.57B invested in Helen of Troy in 2020 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 86 increasing their positions, 91 reducing their positions, and 51 closing their positions.
52% more call options, than puts
Call options by funds: $18.2M | Put options by funds: $12M
2.54% more ownership
Funds ownership: 95.78% → 98.32% (+2.5%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
5% less repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 91
4% less funds holding
Funds holding: 272 → 262 (-10)
12% less first-time investments, than exits
New positions opened: 45 | Existing positions closed: 51
18% less capital invested
Capital invested by funds: $4.33B → $3.57B (-$766M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$47.4M |
| 2 |
Goldman Sachs
New York
|
+$28.7M |
| 3 |
Brown Advisory
Baltimore,
Maryland
|
+$26.6M |
| 4 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
+$18.9M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$33.7M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$18M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$17.7M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$17.4M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$15.7M |
HELE Hedge Fund Activity: Q1 2020 in Review
262 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Helen of Troy (HELE) for Q1 2020, worth a combined $3.57B — down 18% from $4.33B a quarter earlier.
Sellers outnumbered buyers: 51 funds closed out of HELE and 45 opened new positions — a net loss of 6 holders — while 91 trimmed existing stakes and 86 added.
The largest buyer was JP Morgan Chase, adding an estimated $47.4M. 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 $3.57B of Helen of Troy stock for Q1 2020, down 18% quarter-over-quarter.
- 45 funds opened new Helen of Troy positions in Q1 2020 and 51 closed out, a net change of -6 holders.
- The largest Helen of Troy buyer in Q1 2020 was JP Morgan Chase, an estimated $47.4M 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.