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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 %
Nordea Investment Management
51
Nordea Investment Management
Sweden
$1.97M +$575K +20,248 +41%
Squarepoint
52
Squarepoint
New York
$1.94M +$1.94M +68,369 New
First Trust Advisors
53
First Trust Advisors
Illinois
$1.93M -$96.7K -3,409 -5%
Legal & General Group
54
Legal & General Group
United Kingdom
$1.74M -$31.7K -1,116 -2%
American Century Companies
55
American Century Companies
Missouri
$1.63M +$71K +2,503 +5%
Russell Investments Group
56
Russell Investments Group
United Kingdom
$1.53M -$976K -34,380 -39%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$1.33M +$1.13M +39,648 +558%
Swiss National Bank
58
Swiss National Bank
Switzerland
$1.24M -$19.9K -700 -2%
Barclays
59
Barclays
United Kingdom
$1.21M +$244K +8,602 +25%
Capital Fund Management (CFM)
60
Capital Fund Management (CFM)
France
$1.12M +$771K +27,182 +219%
SPS
61
Susquehanna Portfolio Strategies
Pennsylvania
$1.08M +$1.08M +38,205 New
QT
62
Quantbot Technologies
New York
$996K +$388K +13,684 +64%
Balyasny Asset Management
63
Balyasny Asset Management
Illinois
$994K -$658K -23,176 -40%
CEI
64
Clark Estates Inc
New York
$971K – – –
JG
65
Jain Global
New York
$911K +$911K +32,112 New
Walleye Capital
66
Walleye Capital
New York
$893K +$341K +12,021 +62%
GCM
67
Graham Capital Management
Connecticut
$859K +$346K +12,177 +67%
VIM
68
Villanova Investment Management
Pennsylvania
$858K +$571K +20,125 +199%
YIH
69
Y-Intercept (HK)
Hong Kong
$772K +$772K +27,195 New
AllianceBernstein
70
AllianceBernstein
Tennessee
$759K – – –
Point72 Asset Management
71
Point72 Asset Management
Connecticut
$749K +$336K +11,838 +81%
QEI
72
QSV Equity Investors
Illinois
$714K +$160K +5,635 +29%
Qube Research & Technologies (QRT)
73
Qube Research & Technologies (QRT)
United Kingdom
$707K +$707K +24,924 New
PRCP
74
Pacific Ridge Capital Partners
Oregon
$698K +$373K +13,129 +114%
T. Rowe Price Associates
75
T. Rowe Price Associates
Maryland
$682K +$36.8K +1,296 +6%
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