Helen of Troy
HELE
248 hedge funds and large institutions have $3.07B invested in Helen of Troy in 2023 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 82 increasing their positions, 90 reducing their positions, and 30 closing their positions.
15% more capital invested
Capital invested by funds: $2.68B → $3.07B (+$392M)
0.78% more ownership
Funds ownership: 117.25% → 118.03% (+0.78%)
0% more funds holding
Funds holding: 248 → 248 (0)
0% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 30
9% less repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 90
25% less call options, than puts
Call options by funds: $119M | Put options by funds: $159M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
+$20.1M |
| 2 |
Lazard Asset Management
New York
|
+$18.3M |
| 3 |
Goldman Sachs
New York
|
+$15.4M |
| 4 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
+$14.3M |
| 5 |
Renaissance Technologies
New York
|
+$13.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$38.4M |
| 2 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$21.3M |
| 3 |
New York State Common Retirement Fund
Albany,
New York
|
-$14.4M |
| 4 |
EARNEST Partners
Atlanta,
Georgia
|
-$14.1M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$14M |
HELE Hedge Fund Activity: Q2 2023 in Review
248 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Helen of Troy (HELE) for Q2 2023, worth a combined $3.07B — up 15% from $2.68B a quarter earlier.
Fund positioning in HELE was balanced in Q2 2023: 30 funds opened new positions, 30 closed out, 82 added to existing stakes and 90 trimmed.
The largest buyer was Dimensional Fund Advisors, adding an estimated $20.1M. The largest seller was JP Morgan Chase, cutting an estimated $38.4M.
- 248 institutional investors held Helen of Troy (HELE) as of Q2 2023, unchanged from Q1 2023.
- Funds reported $3.07B of Helen of Troy stock for Q2 2023, up 15% quarter-over-quarter.
- 30 funds opened new Helen of Troy positions in Q2 2023 and 30 closed out, a net change of 0 holders.
- The largest Helen of Troy buyer in Q2 2023 was Dimensional Fund Advisors, an estimated $20.1M added.
- The largest Helen of Troy seller in Q2 2023 was JP Morgan Chase, an estimated $38.4M sold.
Based on aggregated 13F filings for Q2 2023.