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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
GIM
4
Glenmede Investment Management
Pennsylvania
$6.58M
5
Pzena Investment Management
5
Pzena Investment Management
New York
$28M

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 %
Northern Trust
26
Northern Trust
Illinois
$6.77M 238,666 -25,111 -10%
GIM
27
Glenmede Investment Management
Pennsylvania
$6.58M 231,853 +231,853 New
RI
28
RWWM Inc
California
$5.47M 192,861 +192,861 New
Bank of New York Mellon
29
Bank of New York Mellon
New York
$4.77M 168,059 +1,408 +0.8%
SG Americas Securities
30
SG Americas Securities
New York
$4.5M 158,419 +145,068 +1,087%
Invesco
31
Invesco
Georgia
$4.13M 145,663 +43,006 +42%
Principal Financial Group
32
Principal Financial Group
Iowa
$3.92M 138,109 +3,420 +3%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$3.9M 137,443 -12,182 -8%
Marshall Wace
34
Marshall Wace
United Kingdom
$3.11M 109,514 +40,178 +58%
Wells Fargo
35
Wells Fargo
California
$3.06M 107,684 -4,503 -4%
UBS Group
36
UBS Group
Switzerland
$2.78M 97,833 -38,045 -28%
Franklin Resources
37
Franklin Resources
California
$2.76M 97,417 +15,787 +19%
UBS AM
38
UBS AM
Illinois
$2.76M 97,172 +22,863 +31%
Verition Fund Management
39
Verition Fund Management
Connecticut
$2.71M 95,639 +43,140 +82%
EGM
40
Engineers Gate Manager
New York
$2.64M 92,984 +69,381 +294%
LCM
41
Landscape Capital Management
New Jersey
$2.64M 92,907 -37,510 -29%
Victory Capital Management
42
Victory Capital Management
Texas
$2.3M 81,053 +74,632 +1,162%
Public Sector Pension Investment Board (PSP Investments)
43
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.21M 77,876 +5,350 +7%
NL
44
Nuveen LLC
North Carolina
$2.21M 77,765 -10,708 -12%
GIA
45
Gladstone Institutional Advisory
Florida
$2.19M 77,143 +8,100 +12%
LSV Asset Management
46
LSV Asset Management
Illinois
$2.18M 76,892 +7,484 +11%
LPL Financial
47
LPL Financial
California
$2.17M 76,598 -955 -1%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$2.09M 73,507 +1,366 +2%
SFI
49
Susquehanna Fundamental Investments
Pennsylvania
$2.03M 71,560 -5,502 -7%
Nordea Investment Management
50
Nordea Investment Management
Sweden
$1.97M 69,400 +20,248 +41%
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