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Helen of Troy
HELE

280 hedge funds and large institutions have $5.74B invested in Helen of Troy in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 80 increasing their positions, 122 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

17% more call options, than puts

Call options by funds: $31.3M | Put options by funds: $26.9M

1.98% more ownership

Funds ownership: 104.14% → 106.12% (+2%)

1% more capital invested

Capital invested by funds: $5.71B → $5.74B (+$30.8M)

2% less funds holding

Funds holding: 287 → 280 (-7)

16% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 31

34% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 122

Holders
280
Holders Change
-7
Holders Change %
-2.44%
% of All Funds
4.9%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
26
Increased
80
Reduced
122
Closed
31
Calls
$31.3M
Puts
$26.9M
Net Calls
+$4.47M
Net Calls Change
-$5.82M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$122M
2
Capital International Investors
Capital International Investors
California
+$77.6M
3
CB
Cooke & Bieler
Pennsylvania
+$36.6M
4
Wells Fargo
Wells Fargo
California
+$19.5M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$14.9M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$37M
2
BlackRock
BlackRock
New York
-$18.7M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$14.2M
4
RI
Redwood Investments
Massachusetts
-$11M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$10.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$574M -$18.7M -81,701 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$512M -$8M -34,948 -2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$483M -$14.2M -61,990 -3%
Capital Research Global Investors
4
Capital Research Global Investors
California
$397M -$94.1K -411 -0%
CB
5
Cooke & Bieler
Pennsylvania
$304M +$36.6M +159,776 +13%
JP Morgan Chase
6
JP Morgan Chase
New York
$288M -$37M -161,458 -11%
Wells Fargo
7
Wells Fargo
California
$260M +$19.5M +85,159 +8%
Capital International Investors
8
Capital International Investors
California
$231M +$77.6M +339,015 +49%
William Blair Investment Management
9
William Blair Investment Management
Illinois
$177M +$3.65M +15,931 +2%
State Street
10
State Street
Massachusetts
$164M -$3.15M -13,743 -2%
Capital World Investors
11
Capital World Investors
California
$162M +$8.93M +39,000 +6%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$140M +$747K +3,264 +0.5%
Janus Henderson Group
13
Janus Henderson Group
United Kingdom
$120M +$122M +533,997 New
Fisher Asset Management
14
Fisher Asset Management
Washington
$99.9M -$3.21M -14,011 -3%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$94.4M -$2.25M -9,832 -2%
SCM
16
Snyder Capital Management
California
$90.7M +$2.45M +10,697 +3%
Victory Capital Management
17
Victory Capital Management
Texas
$88.8M -$10.4M -45,293 -10%
Northern Trust
18
Northern Trust
Illinois
$78.5M -$3.37M -14,706 -4%
Macquarie Group
19
Macquarie Group
Australia
$69.6M -$421K -1,841 -0.6%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$66.7M -$2.11M -9,229 -3%
Charles Schwab
21
Charles Schwab
California
$62.7M +$1.05M +4,586 +2%
T. Rowe Price Associates
22
T. Rowe Price Associates
Maryland
$58.6M -$7.14M -31,198 -11%
NPIC
23
Neumeier Poma Investment Counsel
California
$56.4M -$1.16M -5,055 -2%
Loomis, Sayles & Company
24
Loomis, Sayles & Company
Massachusetts
$49.2M +$5.94M +25,944 +13%
Fuller & Thaler Asset Management
25
Fuller & Thaler Asset Management
California
$44.7M +$117K +509 +0.3%
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HELE Hedge Fund Activity: Q3 2021 in Review

280 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Helen of Troy (HELE) for Q3 2021, worth a combined $5.74B — up 0.54% from $5.71B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of HELE and 26 opened new positions — a net loss of 5 holders — while 122 trimmed existing stakes and 80 added.

The largest buyer was Janus Henderson Group, opening a new position worth an estimated $122M. The largest seller was JP Morgan Chase, cutting an estimated $37M.

  • 280 institutional investors held Helen of Troy (HELE) as of Q3 2021, down from 287 in Q2 2021.
  • Funds reported $5.74B of Helen of Troy stock for Q3 2021, up 0.54% quarter-over-quarter.
  • 26 funds opened new Helen of Troy positions in Q3 2021 and 31 closed out, a net change of -5 holders.
  • The largest Helen of Troy buyer in Q3 2021 was Janus Henderson Group, an estimated $122M added.
  • The largest Helen of Troy seller in Q3 2021 was JP Morgan Chase, an estimated $37M sold.

Based on aggregated 13F filings for Q3 2021.