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Helen of Troy

187 hedge funds and large institutions have $305M invested in Helen of Troy in 2026 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 63 increasing their positions, 59 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 59

7% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 44

3% less funds holding

Funds holding: 192187 (-5)

5.81% less ownership

Funds ownership: 97.33%91.52% (-5.8%)

36% less capital invested

Capital invested by funds: $476M → $305M (-$171M)

62% less call options, than puts

Call options by funds: $5.64M | Put options by funds: $14.7M

Holders
187
Holders Change
-5
Holders Change %
-2.6%
% of All Funds
2.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
41
Increased
63
Reduced
59
Closed
44
Calls
$5.64M
Puts
$14.7M
Net Calls
-$9.02M
Net Calls Change
-$3.72M
Name Holding Trade Value Shares
Change
Change in
Stake
Marshall Wace
26
Marshall Wace
United Kingdom
$3.22M +$1.18M +67,304 +43%
Northern Trust
27
Northern Trust
Illinois
$2.74M -$4.93K -282 -0.1%
JP Morgan Chase
28
JP Morgan Chase
New York
$2.7M +$186K +10,644 +6%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
29
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.59M -$907K -51,891 -22%
EGM
30
Engineers Gate Manager
New York
$2.51M +$2M +114,546 +193%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$2.45M +$85.7K +4,905 +3%
VFT
32
Vanguard Fiduciary Trust
Pennsylvania
$2.25M +$2.73M +156,238 New
Barclays
33
Barclays
United Kingdom
$2.24M +$708K +40,515 +35%
Millennium Management
34
Millennium Management
New York
$2.07M -$15.8M -905,918 -86%
Wells Fargo
35
Wells Fargo
California
$2.05M +$86.6K +4,953 +4%
HSBC Holdings
36
HSBC Holdings
United Kingdom
$1.94M +$2.4M +137,389 New
TI
37
Trexquant Investment
Connecticut
$1.92M +$2.33M +133,448 New
VGA
38
Vanguard Global Advisers
Pennsylvania
$1.82M +$2.21M +126,139 New
Jacobs Levy Equity Management
39
Jacobs Levy Equity Management
New Jersey
$1.68M -$2.33M -133,047 -53%
ACM
40
Aquatic Capital Management
Illinois
$1.45M +$1.44M +82,116 +443%
LCM
41
Landscape Capital Management
New Jersey
$1.41M +$1.71M +97,659 New
GIA
42
Gladstone Institutional Advisory
Florida
$1.33M +$105K +5,990 +7%
SPS
43
Susquehanna Portfolio Strategies
Pennsylvania
$1.17M -$385K -22,030 -21%
PH
44
Pinnacle Holdings
Oklahoma
$1.16M +$215K +12,288 +18%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$1.16M -$14.7K -842 -1%
Nomura Holdings
46
Nomura Holdings
Japan
$1.15M +$1.4M +79,884 New
Invesco
47
Invesco
Georgia
$1.15M -$572K -32,743 -29%
SSCM
48
Seven Six Capital Management
New York
$1.1M +$507K +29,000 +61%
Creative Planning
49
Creative Planning
Kansas
$1.06M +$815K +46,617 +172%
LSV Asset Management
50
LSV Asset Management
Illinois
$1.05M