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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
CM
51
CM Management
Florida
$1.01M +$961K +55,000 +367%
UBS Group
52
UBS Group
Switzerland
$990K -$9.59M -548,342 -89%
American Century Companies
53
American Century Companies
Missouri
$978K +$364K +20,850 +44%
JF
54
Jump Financial
Illinois
$902K +$362K +20,696 +49%
PRCP
55
Pacific Ridge Capital Partners
Oregon
$827K +$120K +6,844 +14%
N
56
Nuveen
North Carolina
$815K +$5.38K +308 +0.5%
Russell Investments Group
57
Russell Investments Group
United Kingdom
$810K -$17.7K -1,010 -2%
BNP Paribas Asset Management
58
BNP Paribas Asset Management
France
$788K
Tudor Investment Corp
59
Tudor Investment Corp
Connecticut
$760K +$375K +21,435 +69%
Man Group
60
Man Group
United Kingdom
$725K +$445K +25,460 +102%
BAM
61
Blueshift Asset Management
New Jersey
$711K +$573K +32,768 +198%
ACM
62
Aster Capital Management
United Arab Emirates
$661K -$199K -11,357 -48%
QCM
63
Quantinno Capital Management
New York
$656K +$146K +8,379 +23%
Jane Street
64
Jane Street
New York
$589K -$4.34M -248,078 -86%
MCM
65
Mork Capital Management
California
$577K
T. Rowe Price Associates
66
T. Rowe Price Associates
Maryland
$574K +$101K +5,781 +17%
Renaissance Technologies
67
Renaissance Technologies
New York
$571K +$692K +39,610 New
GCP
68
GSA Capital Partners
United Kingdom
$550K +$385K +22,022 +137%
Citadel Advisors
69
Citadel Advisors
Florida
$536K -$3.26M -186,333 -83%
II
70
Inspire Investing
Idaho
$523K +$249K +14,255 +65%
CEI
71
Clark Estates Inc
New York
$493K
SEI Investments
72
SEI Investments
Pennsylvania
$485K -$187K -10,708 -24%
IC
73
IEQ Capital
California
$484K +$586K +33,543 New
Cetera Investment Advisers
74
Cetera Investment Advisers
Illinois
$473K +$47.4K +2,709 +9%
EC
75
EntryPoint Capital
New York
$464K +$562K +32,150 New