Helen of Troy
HELE
257 hedge funds and large institutions have $2.32B invested in Helen of Troy in 2022 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 101 increasing their positions, 91 reducing their positions, and 65 closing their positions.
159% more call options, than puts
Call options by funds: $15.3M | Put options by funds: $5.89M
11% more repeat investments, than reductions
Existing positions increased: 101 | Existing positions reduced: 91
4.67% less ownership
Funds ownership: 104.8% → 100.12% (-4.7%)
13% less funds holding
Funds holding: 295 → 257 (-38)
43% less capital invested
Capital invested by funds: $4.06B → $2.32B (-$1.74B)
55% less first-time investments, than exits
New positions opened: 29 | Existing positions closed: 65
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$44.6M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$18.8M |
| 3 |
SCM
Snyder Capital Management
San Francisco,
California
|
+$17.6M |
| 4 |
NIG
NFJ Investment Group
Dallas,
Texas
|
+$17.5M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$13.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$149M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
-$24.9M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$19.3M |
| 4 |
Janus Henderson Group
London,
|
-$18.8M |
| 5 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$18.3M |
HELE Hedge Fund Activity: Q3 2022 in Review
257 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Helen of Troy (HELE) for Q3 2022, worth a combined $2.32B — down 43% from $4.06B a quarter earlier.
Sellers outnumbered buyers: 65 funds closed out of HELE and 29 opened new positions — a net loss of 36 holders — while 91 trimmed existing stakes and 101 added.
The largest buyer was Fidelity Investments, adding an estimated $44.6M. The largest seller was Capital International Investors, cutting an estimated $149M.
- 257 institutional investors held Helen of Troy (HELE) as of Q3 2022, down from 295 in Q2 2022.
- Funds reported $2.32B of Helen of Troy stock for Q3 2022, down 43% quarter-over-quarter.
- 29 funds opened new Helen of Troy positions in Q3 2022 and 65 closed out, a net change of -36 holders.
- The largest Helen of Troy buyer in Q3 2022 was Fidelity Investments, an estimated $44.6M added.
- The largest Helen of Troy seller in Q3 2022 was Capital International Investors, an estimated $149M sold.
Based on aggregated 13F filings for Q3 2022.