Helen of Troy
HELE
200 hedge funds and large institutions have $650M invested in Helen of Troy in 2026 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 76 increasing their positions, 46 reducing their positions, and 33 closing their positions.
113% more capital invested
Capital invested by funds: $305M → $650M (+$345M)
65% more repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 46
42% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 33
12% more call options, than puts
Call options by funds: $28.7M | Put options by funds: $25.7M
6% more funds holding
Funds holding: 188 → 200 (+12)
4.77% more ownership
Funds ownership: 91.52% → 96.29% (+4.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$15.1M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
+$13.2M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$9.31M |
| 4 |
WP
Woodline Partners
San Francisco,
California
|
+$8.68M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$8.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RI
RWWM Inc
Rocklin,
California
|
-$16.5M |
| 2 |
PCMI
Paradigm Capital Management Inc
Albany,
New York
|
-$10.4M |
| 3 |
ICM
Invenomic Capital Management
Boston,
Massachusetts
|
-$6.91M |
| 4 |
Goldman Sachs
New York
|
-$5.41M |
| 5 |
RCMNY
Rubric Capital Management (New York)
New York
|
-$5.28M |
HELE Hedge Fund Activity: Q2 2026 in Review
200 of the 8,305 institutional investors tracked by Wall St. Rank reported a position in Helen of Troy (HELE) for Q2 2026, worth a combined $650M — up 113% from $305M a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new HELE positions and 33 closed out — a net gain of 14 holders — while 76 added to existing stakes and 46 trimmed.
The largest buyer was Millennium Management, adding an estimated $15.1M. The largest seller was RWWM Inc, cutting an estimated $16.5M.
- 200 institutional investors held Helen of Troy (HELE) as of Q2 2026, up from 188 in Q1 2026.
- Funds reported $650M of Helen of Troy stock for Q2 2026, up 113% quarter-over-quarter.
- 47 funds opened new Helen of Troy positions in Q2 2026 and 33 closed out, a net change of +14 holders.
- The largest Helen of Troy buyer in Q2 2026 was Millennium Management, an estimated $15.1M added.
- The largest Helen of Troy seller in Q2 2026 was RWWM Inc, an estimated $16.5M sold.
Based on aggregated 13F filings for Q2 2026.