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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 %
Northern Trust
26
Northern Trust
Illinois
$6.77M -$713K -25,111 -10%
GIM
27
Glenmede Investment Management
Pennsylvania
$6.58M +$6.58M +231,853 New
RI
28
RWWM Inc
California
$5.47M +$5.47M +192,861 New
Bank of New York Mellon
29
Bank of New York Mellon
New York
$4.77M +$40K +1,408 +0.8%
SG Americas Securities
30
SG Americas Securities
New York
$4.5M +$4.12M +145,068 +1,087%
Invesco
31
Invesco
Georgia
$4.13M +$1.22M +43,006 +42%
Principal Financial Group
32
Principal Financial Group
Iowa
$3.92M +$97.1K +3,420 +3%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$3.9M -$346K -12,182 -8%
Marshall Wace
34
Marshall Wace
United Kingdom
$3.11M +$1.14M +40,178 +58%
Wells Fargo
35
Wells Fargo
California
$3.06M -$128K -4,503 -4%
UBS Group
36
UBS Group
Switzerland
$2.78M -$1.08M -38,045 -28%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$2.77M +$1.7M +59,751 +158%
Franklin Resources
38
Franklin Resources
California
$2.76M +$448K +15,787 +19%
UBS AM
39
UBS AM
Illinois
$2.76M +$649K +22,863 +31%
Verition Fund Management
40
Verition Fund Management
Connecticut
$2.71M +$1.22M +43,140 +82%
EGM
41
Engineers Gate Manager
New York
$2.64M +$1.97M +69,381 +294%
LCM
42
Landscape Capital Management
New Jersey
$2.64M -$1.06M -37,510 -29%
Victory Capital Management
43
Victory Capital Management
Texas
$2.3M +$2.12M +74,632 +1,162%
Public Sector Pension Investment Board (PSP Investments)
44
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.21M +$152K +5,350 +7%
NL
45
Nuveen LLC
North Carolina
$2.21M -$304K -10,708 -12%
GIA
46
Gladstone Institutional Advisory
Florida
$2.19M +$230K +8,100 +12%
LSV Asset Management
47
LSV Asset Management
Illinois
$2.18M +$212K +7,484 +11%
LPL Financial
48
LPL Financial
California
$2.17M -$27.1K -955 -1%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$2.09M +$38.8K +1,366 +2%
SFI
50
Susquehanna Fundamental Investments
Pennsylvania
$2.03M -$156K -5,502 -7%
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