Helen of Troy
HELE
248 hedge funds and large institutions have $3.18B invested in Helen of Troy in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 79 increasing their positions, 94 reducing their positions, and 30 closing their positions.
10% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 30
3% more capital invested
Capital invested by funds: $3.07B → $3.18B (+$107M)
0% more funds holding
Funds holding: 248 → 248 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5.79% less ownership
Funds ownership: 118.03% → 112.24% (-5.8%)
16% less repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 94
35% less call options, than puts
Call options by funds: $106M | Put options by funds: $164M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barclays
London,
United Kingdom
|
+$22.2M |
| 2 |
Verition Fund Management
Greenwich,
Connecticut
|
+$11.3M |
| 3 |
D.E. Shaw & Co
New York
|
+$10.7M |
| 4 |
First Eagle Investment Management
New York
|
+$6.33M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$4.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$41.1M |
| 2 |
Janus Henderson Group
London,
|
-$34M |
| 3 |
Renaissance Technologies
New York
|
-$19.2M |
| 4 |
Voloridge Investment Management
Jupiter,
Florida
|
-$17.6M |
| 5 |
Man Group
London,
United Kingdom
|
-$15.8M |
HELE Hedge Fund Activity: Q3 2023 in Review
248 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Helen of Troy (HELE) for Q3 2023, worth a combined $3.18B — up 3.5% from $3.07B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new HELE positions and 30 closed out — a net gain of 3 holders — while 79 added to existing stakes and 94 trimmed.
The largest buyer was Barclays, adding an estimated $22.2M. The largest seller was Fidelity Investments, cutting an estimated $41.1M.
- 248 institutional investors held Helen of Troy (HELE) as of Q3 2023, unchanged from Q2 2023.
- Funds reported $3.18B of Helen of Troy stock for Q3 2023, up 3.5% quarter-over-quarter.
- 33 funds opened new Helen of Troy positions in Q3 2023 and 30 closed out, a net change of +3 holders.
- The largest Helen of Troy buyer in Q3 2023 was Barclays, an estimated $22.2M added.
- The largest Helen of Troy seller in Q3 2023 was Fidelity Investments, an estimated $41.1M sold.
Based on aggregated 13F filings for Q3 2023.