Helen of Troy
HELE
247 hedge funds and large institutions have $2.68B invested in Helen of Troy in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 100 increasing their positions, 74 reducing their positions, and 31 closing their positions.
35% more repeat investments, than reductions
Existing positions increased: 100 | Existing positions reduced: 74
13% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 31
10.59% more ownership
Funds ownership: 106.66% → 117.25% (+11%)
1% more funds holding
Funds holding: 245 → 247 (+2)
3% less capital invested
Capital invested by funds: $2.78B → $2.68B (-$94.5M)
83% less call options, than puts
Call options by funds: $84.8M | Put options by funds: $503M
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$50.9M |
| 2 |
JP Morgan Chase
New York
|
+$35.2M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$34.8M |
| 4 |
Capital International Investors
Los Angeles,
California
|
+$33.8M |
| 5 |
EARNEST Partners
Atlanta,
Georgia
|
+$29.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Brown Advisory
Baltimore,
Maryland
|
-$16.5M |
| 2 |
BTW
Boston Trust Walden
Boston,
Massachusetts
|
-$15.5M |
| 3 |
Two Sigma Investments
New York
|
-$9.62M |
| 4 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$9.1M |
| 5 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$7.53M |
HELE Hedge Fund Activity: Q1 2023 in Review
247 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Helen of Troy (HELE) for Q1 2023, worth a combined $2.68B — down 3.4% from $2.78B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new HELE positions and 31 closed out — a net gain of 4 holders — while 100 added to existing stakes and 74 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $50.9M. The largest seller was Brown Advisory, exiting entirely with an estimated $16.5M sold.
- 247 institutional investors held Helen of Troy (HELE) as of Q1 2023, up from 245 in Q4 2022.
- Funds reported $2.68B of Helen of Troy stock for Q1 2023, down 3.4% quarter-over-quarter.
- 35 funds opened new Helen of Troy positions in Q1 2023 and 31 closed out, a net change of +4 holders.
- The largest Helen of Troy buyer in Q1 2023 was Fidelity Investments, an estimated $50.9M added.
- The largest Helen of Troy seller in Q1 2023 was Brown Advisory, an estimated $16.5M sold.
Based on aggregated 13F filings for Q1 2023.