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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.

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

Top Sellers

1
Pacer Advisors
1
Pacer Advisors
Pennsylvania
$0
2
CCPM
2
Cooper Creek Partners Management
New York
$0
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$8.91M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$27.1M
5
BlackRock
5
BlackRock
New York
$187M
Name Holding Trade Value Shares
Change 		Shares
Change %
Hotchkis & Wiley Capital Management
26
Hotchkis & Wiley Capital Management
California
$12M +$854K +15,970 +8%
Goldman Sachs
27
Goldman Sachs
New York
$11.2M -$1.55M -28,968 -12%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$11M +$6.21M +116,177 +129%
D.E. Shaw & Co
29
D.E. Shaw & Co
New York
$11M +$380K +7,107 +4%
Federated Hermes
30
Federated Hermes
Pennsylvania
$9.93M +$9.64M +180,197 +3,325%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$8.91M -$9.76M -182,554 -52%
ClearBridge Investments
32
ClearBridge Investments
New York
$8.91M -$1.97M -36,836 -18%
Voloridge Investment Management
33
Voloridge Investment Management
Florida
$8.6M +$2.69M +50,245 +45%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$8M +$1.38M +25,713 +21%
Ameriprise
35
Ameriprise
Minnesota
$7.67M +$1.72M +32,215 +29%
UBS Group
36
UBS Group
Switzerland
$7.27M -$3.55M -66,397 -33%
Principal Financial Group
37
Principal Financial Group
Iowa
$7.2M +$181K +3,384 +3%
LCM
38
Landscape Capital Management
New Jersey
$6.98M +$6.98M +130,417 New
Wells Fargo
39
Wells Fargo
California
$6M +$1.03M +19,341 +21%
AQR Capital Management
40
AQR Capital Management
Connecticut
$5.81M -$4.53M -85,276 -44%
Invesco
41
Invesco
Georgia
$5.49M +$600K +11,210 +12%
CSS
42
Cubist Systematic Strategies
Connecticut
$5.2M +$4.56M +85,240 +716%
NL
43
Nuveen LLC
North Carolina
$4.73M +$4.73M +88,473 New
Russell Investments Group
44
Russell Investments Group
United Kingdom
$4.72M +$2.8M +52,331 +146%
CC
45
Clearline Capital
New York
$4.43M -$1.46M -27,388 -25%
AA
46
Ancora Advisors
Ohio
$4.37M +$1.56M +29,251 +56%
Franklin Resources
47
Franklin Resources
California
$4.37M +$495K +9,263 +13%
LPL Financial
48
LPL Financial
California
$4.15M +$1.68M +31,328 +68%
SFI
49
Susquehanna Fundamental Investments
Pennsylvania
$4.12M +$1.36M +25,438 +49%
UBS AM
50
UBS AM
Illinois
$3.97M +$556K +10,397 +16%
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