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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
CastleKnight Management
New York
$12.5M
2
MGP
M&G plc
United Kingdom
$8.95M
3
Ameriprise
Ameriprise
Minnesota
$12.8M
4
Pzena Investment Management
Pzena Investment Management
New York
$28M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$12M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
2
William Blair Investment Management
William Blair Investment Management
Illinois
$0
3
MVP
Medina Value Partners
California
$0
4
AC
Armistice Capital
New York
$0
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KBC Group
251
KBC Group
Belgium
– -$72K -1,341 Closed
Amundi
252
Amundi
France
– -$59.3K -1,281 Closed
CCM
253
Coldstream Capital Management
Washington
– -$53.8K -1,006 Closed
FIA
254
FNY Investment Advisers
New York
– -$32K -600 Closed
TPCW
255
TD Private Client Wealth
New York
– -$24.2K -452 Closed
BTI
256
Blue Trust Inc
Georgia
– -$16.2K -303 Closed
Macquarie Group
257
Macquarie Group
Australia
– -$9.63K -180 Closed
SPIA
258
Steward Partners Investment Advisory
New York
– -$6.85K -128 Closed
SAM
259
Smartleaf Asset Management
Massachusetts
– -$4.7K -87 Closed
PTC
260
Private Trust Company
Ohio
– -$4.55K -85 Closed
GWM
261
Geneos Wealth Management
Colorado
– -$3.53K -66 Closed
CAL
262
Capital Advisors Ltd
Ohio
– -$2K -39 Closed
HCP
263
Hexagon Capital Partners
Arkansas
– -$1.87K -35 Closed
FFA
264
Farther Finance Advisors
California
– -$1.53K -29 Closed
CWC
265
Carolinas Wealth Consulting
North Carolina
– -$963 -18 Closed
SS
266
SBI Securities
Japan
– -$749 -14 Closed
MPWT
267
MassMutual Private Wealth & Trust
Connecticut
– -$695 -13 Closed
NA
268
NewEdge Advisors
Louisiana
– -$642 -12 Closed
PWAM
269
Private Wealth Asset Management
Iowa
– -$642 -12 Closed
MCM
270
MV Capital Management
Maryland
– -$375 -7 Closed
BI
271
Binnacle Investments
Iowa
– -$160 -3 Closed
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