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Helen of Troy
HELE

Overview Fund Activity

207 hedge funds and large institutions have $677M invested in Helen of Troy in 2025 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 78 increasing their positions, 50 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
-21
Holders Change %
-9.21%
% of All Funds
2.78%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
46
Increased
78
Reduced
50
Closed
64
Calls
$10.8M
Puts
$21.4M
Net Calls
-$10.6M
Net Calls Change
-$9.76M

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
Pzena Investment Management
4
Pzena Investment Management
New York
$28M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$12M

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 Holding Trade Value Shares
Change 		Shares
Change %
Ninety One (UK)
226
Ninety One (UK)
United Kingdom
– -$940K -17,578 Closed
Jane Street
227
Jane Street
New York
– -$932K -17,417 Closed
CCIA
228
Campbell & Co Investment Adviser
Maryland
– -$744K -13,908 Closed
Two Sigma Investments
229
Two Sigma Investments
New York
– -$737K -13,777 Closed
PCM
230
Polymer Capital Management
New York
– -$672K -12,558 Closed
CF
231
Corebridge Financial
Texas
– -$637K -11,901 Closed
ACA
232
Anchor Capital Advisors
Massachusetts
– -$598K -11,172 Closed
AIM
233
Aigen Investment Management
New York
– -$539K -10,085 Closed
Stifel Financial
234
Stifel Financial
Missouri
– -$429K -8,024 Closed
NWAG
235
Net Worth Advisory Group
Utah
– -$379K -7,090 Closed
CL
236
Choreo LLC
Illinois
– -$376K -7,030 Closed
Handelsbanken Fonder
237
Handelsbanken Fonder
Sweden
– -$372K -6,951 Closed
MSRPS
238
Maryland State Retirement & Pension System
Maryland
– -$356K -6,657 Closed
ASRS
239
Arizona State Retirement System
Arizona
– -$350K -6,540 Closed
VOYA Investment Management
240
VOYA Investment Management
Georgia
– -$332K -6,210 Closed
PTC
241
Petrus Trust Company
Texas
– -$323K -6,046 Closed
COPPSERS
242
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
– -$293K -5,470 Closed
ProShare Advisors
243
ProShare Advisors
Maryland
– -$287K -5,366 Closed
CWM
244
CIBC World Markets
New York
– -$270K -5,056 Closed
VCA
245
Verdence Capital Advisors
Maryland
– -$263K -4,923 Closed
QCG
246
Quadrant Capital Group
Ohio
– -$261K -4,885 Closed
HSBC Holdings
247
HSBC Holdings
United Kingdom
– -$258K -4,761 Closed
MML Investors Services
248
MML Investors Services
Massachusetts
– -$227K -4,251 Closed
QCM
249
QRG Capital Management
Illinois
– -$207K -3,875 Closed
AI
250
Atria Investments
North Carolina
– -$203K -3,798 Closed
7 8 9
10
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