Helen of Troy
HELE
308 hedge funds and large institutions have $4.89B invested in Helen of Troy in 2020 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 94 increasing their positions, 112 reducing their positions, and 18 closing their positions.
233% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 18
40% more call options, than puts
Call options by funds: $22.1M | Put options by funds: $15.8M
14% more funds holding
Funds holding: 269 → 308 (+39)
3% more capital invested
Capital invested by funds: $4.74B → $4.89B (+$145M)
0.25% more ownership
Funds ownership: 99.28% → 99.52% (+0.25%)
16% less repeat investments, than reductions
Existing positions increased: 94 | Existing positions reduced: 112
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$94.5M |
| 2 |
William Blair Investment Management
Chicago,
Illinois
|
+$50.4M |
| 3 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$43M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$15.1M |
| 5 |
EA
Emerald Advisers
Leola,
Pennsylvania
|
+$14.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$51.6M |
| 2 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$34.6M |
| 3 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$34.1M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$25.5M |
| 5 |
BlackRock
New York
|
-$20.6M |
HELE Hedge Fund Activity: Q3 2020 in Review
308 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in Helen of Troy (HELE) for Q3 2020, worth a combined $4.89B — up 3.1% from $4.74B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new HELE positions and 18 closed out — a net gain of 42 holders — while 94 added to existing stakes and 112 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $94.5M. The largest seller was Fidelity Investments, cutting an estimated $51.6M.
- 308 institutional investors held Helen of Troy (HELE) as of Q3 2020, up from 269 in Q2 2020.
- Funds reported $4.89B of Helen of Troy stock for Q3 2020, up 3.1% quarter-over-quarter.
- 60 funds opened new Helen of Troy positions in Q3 2020 and 18 closed out, a net change of +42 holders.
- The largest Helen of Troy buyer in Q3 2020 was JP Morgan Chase, an estimated $94.5M added.
- The largest Helen of Troy seller in Q3 2020 was Fidelity Investments, an estimated $51.6M sold.
Based on aggregated 13F filings for Q3 2020.