HELE icon

Helen of Troy
HELE

Overview Fund Activity

228 hedge funds and large institutions have $1.28B invested in Helen of Troy in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 82 increasing their positions, 73 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
-11
Holders Change %
-4.6%
% of All Funds
3.1%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
38
Increased
82
Reduced
73
Closed
47
Calls
$14.2M
Puts
$15.1M
Net Calls
-$831K
Net Calls Change
-$363K

Top Buyers

1
AC
Armistice Capital
New York
$19.8M
2
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$17.8M
3
Bank of America
Bank of America
North Carolina
$35.5M
4
Millennium Management
Millennium Management
New York
$14M
5
GT
Glenmede Trust
Pennsylvania
$12.7M

Top Sellers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
$0
2
CCPM
Cooper Creek Partners Management
New York
$0
3
Bank of New York Mellon
Bank of New York Mellon
New York
$8.91M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$27.1M
5
BlackRock
BlackRock
New York
$187M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
251
Prelude Capital Management
New York
– -$347K -5,806 Closed
HT
252
Headlands Technologies
Illinois
– -$284K -4,743 Closed
BA
253
Bridgewater Associates
Connecticut
– -$259K -4,325 Closed
PD
254
Point72 (DIFC)
United Arab Emirates
– -$243K -4,064 Closed
SPA
255
Sherbrooke Park Advisers
New York
– -$220K -3,669 Closed
MOACM
256
Mutual of America Capital Management
New York
– -$207K -3,462 Closed
HEIP
257
Hudson Edge Investment Partners
New Jersey
– -$152K -2,540 Closed
EF
258
Empowered Funds
Pennsylvania
– -$150K -2,502 Closed
Group One Trading
259
Group One Trading
Illinois
– -$62.5K -1,045 Closed
GKIM
260
GW&K Investment Management
Massachusetts
– -$13K -219 Closed
ACM
261
Aster Capital Management
United Arab Emirates
– -$13K -217 Closed
SSG
262
Summit Securities Group
New York
– -$11.2K -187 Closed
VWM
263
Venturi Wealth Management
Texas
– -$9.21K -154 Closed
RA
264
Rise Advisors
New York
– -$7.6K -127 Closed
AWM
265
Avior Wealth Management
Nebraska
– -$7.24K -121 Closed
PAS
266
Point72 Asia (Singapore)
Singapore
– -$6.82K -114 Closed
OC
267
Oarsman Capital
Wisconsin
– -$6.28K -105 Closed
CFGS
268
Concourse Financial Group Securities
Alabama
– -$4.73K -73 Closed
JWA
269
JFS Wealth Advisors
Pennsylvania
– -$1.98K -33 Closed
ST
270
Smithfield Trust
Pennsylvania
– -$2K -30 Closed
AF
271
Allworth Financial
California
– -$972 -15 Closed
NFSG
272
Newbridge Financial Services Group
Florida
– -$897 -15 Closed
Jones Financial Companies
273
Jones Financial Companies
Missouri
– -$778 -13 Closed
TWD
274
True Wealth Design
Ohio
– -$539 -9 Closed
Northwestern Mutual Wealth Management
275
Northwestern Mutual Wealth Management
Wisconsin
– -$299 -5 Closed
7 8 9 10
11