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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
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 Market Value Shares Shares
Change 		Shares
Change %
CCM
251
Coldstream Capital Management
Washington
– – -1,006 Closed
FIA
252
FNY Investment Advisers
New York
– – -600 Closed
TPCW
253
TD Private Client Wealth
New York
– – -452 Closed
BTI
254
Blue Trust Inc
Georgia
– – -303 Closed
Macquarie Group
255
Macquarie Group
Australia
– – -180 Closed
SPIA
256
Steward Partners Investment Advisory
New York
– – -128 Closed
SAM
257
Smartleaf Asset Management
Massachusetts
– – -87 Closed
PTC
258
Private Trust Company
Ohio
– – -85 Closed
GWM
259
Geneos Wealth Management
Colorado
– – -66 Closed
CAL
260
Capital Advisors Ltd
Ohio
– – -39 Closed
HCP
261
Hexagon Capital Partners
Arkansas
– – -35 Closed
FFA
262
Farther Finance Advisors
California
– – -29 Closed
CWC
263
Carolinas Wealth Consulting
North Carolina
– – -18 Closed
SS
264
SBI Securities
Japan
– – -14 Closed
MPWT
265
MassMutual Private Wealth & Trust
Connecticut
– – -13 Closed
NA
266
NewEdge Advisors
Louisiana
– – -12 Closed
PWAM
267
Private Wealth Asset Management
Iowa
– – -12 Closed
MCM
268
MV Capital Management
Maryland
– – -7 Closed
BI
269
Binnacle Investments
Iowa
– – -3 Closed
HWM
270
Hemington Wealth Management
Virginia
– – -1 Closed
Simplex Trading
271
Simplex Trading
Illinois
– – – –
Walleye Trading
272
Walleye Trading
New York
– – – –
Tudor Investment Corp
273
Tudor Investment Corp
Connecticut
– – – –
7 8 9 10
11