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Helen of Troy
HELE

Overview Fund Activity

205 hedge funds and large institutions have $674M invested in Helen of Troy in 2025 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 77 increasing their positions, 50 reducing their positions, and 64 closing their positions.

Holders
205
Holders Change
-23
Holders Change %
-10.09%
% of All Funds
2.75%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
46
Increased
77
Reduced
50
Closed
64
Calls
$8.49M
Puts
$15.1M
Net Calls
-$6.58M
Net Calls Change
-$5.75M

Top Buyers

1
CM
1
CastleKnight Management
New York
$12.5M
2
MGP
2
M&G plc
United Kingdom
$8.95M
3
Ameriprise
3
Ameriprise
Minnesota
$12.8M
4
GIM
4
Glenmede Investment Management
Pennsylvania
$6.58M
5
Pzena Investment Management
5
Pzena Investment Management
New York
$28M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$0
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$0
3
MVP
3
Medina Value Partners
California
$0
4
AC
4
Armistice Capital
New York
$0
5
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$98.9M 3,485,966 -15,162 -0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$74M 2,606,759 +8,432 +0.3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$73.5M 2,589,051 +1,690 +0.1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$29.5M 1,038,537 +13,286 +1%
Pzena Investment Management
5
Pzena Investment Management
New York
$28M 985,331 +229,104 +30%
State Street
6
State Street
Massachusetts
$25.6M 902,789 -4,808 -0.5%
EARNEST Partners
7
EARNEST Partners
Georgia
$21.9M 771,670 -9,270 -1%
Bank of America
8
Bank of America
North Carolina
$18.1M 638,536 -25,551 -4%
Charles Schwab
9
Charles Schwab
California
$17.2M 605,104 +84,682 +16%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$15.8M 557,368 -3,458 -0.6%
Ameriprise
11
Ameriprise
Minnesota
$12.8M 450,078 +306,708 +214%
CM
12
CastleKnight Management
New York
$12.5M 439,500 +439,500 New
D.E. Shaw & Co
13
D.E. Shaw & Co
New York
$12M 421,575 +216,267 +105%
Federated Hermes
14
Federated Hermes
Pennsylvania
$10.6M 372,049 +186,433 +100%
Jacobs Levy Equity Management
15
Jacobs Levy Equity Management
New Jersey
$9.76M 343,963 +11,255 +3%
Goldman Sachs
16
Goldman Sachs
New York
$9.7M 341,916 +133,174 +64%
ICM
17
Invenomic Capital Management
Massachusetts
$9.33M 328,722 +89,931 +38%
Morgan Stanley
18
Morgan Stanley
New York
$9.16M 322,934 +47,465 +17%
MGP
19
M&G plc
United Kingdom
$8.95M 319,686 +319,686 New
AQR Capital Management
20
AQR Capital Management
Connecticut
$8.8M 315,523 +206,011 +188%
Wellington Management Group
21
Wellington Management Group
Massachusetts
$8.18M 288,241 +8,620 +3%
Hotchkis & Wiley Capital Management
22
Hotchkis & Wiley Capital Management
California
$7.75M 273,020 +48,860 +22%
Capital International Investors
23
Capital International Investors
California
$7.65M 269,597 – –
Millennium Management
24
Millennium Management
New York
$7.45M 262,681 +709 +0.3%
SFM
25
Systematic Financial Management
New Jersey
$6.84M 241,138 +6,470 +3%
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