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Helen of Troy
HELE

Overview Fund Activity

205 hedge funds and large institutions have $674M invested in Helen of Troy in 2025 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 77 increasing their positions, 50 reducing their positions, and 64 closing their positions.

Holders
205
Holders Change
-23
Holders Change %
-10.09%
% of All Funds
2.75%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
46
Increased
77
Reduced
50
Closed
64
Calls
$8.49M
Puts
$15.1M
Net Calls
-$6.58M
Net Calls Change
-$5.75M

Top Buyers

1
CM
1
CastleKnight Management
New York
$12.5M
2
MGP
2
M&G plc
United Kingdom
$8.95M
3
Ameriprise
3
Ameriprise
Minnesota
$12.8M
4
GIM
4
Glenmede Investment Management
Pennsylvania
$6.58M
5
Pzena Investment Management
5
Pzena Investment Management
New York
$28M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$0
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$0
3
MVP
3
Medina Value Partners
California
$0
4
AC
4
Armistice Capital
New York
$0
5
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Citigroup
76
Citigroup
New York
$641K 22,573 -13,784 -38%
Bank of Montreal
77
Bank of Montreal
Ontario, Canada
$609K 21,476 -24,005 -53%
California State Teachers Retirement System (CalSTRS)
78
California State Teachers Retirement System (CalSTRS)
California
$606K 21,360 – –
Ohio Public Employees Retirement System (OPERS)
79
Ohio Public Employees Retirement System (OPERS)
Ohio
$581K 20,489 +479 +2%
Wolverine Trading
80
Wolverine Trading
Illinois
$567K 20,012 +13,460 +205%
Deutsche Bank
81
Deutsche Bank
Germany
$567K 19,981 -19,661 -50%
Creative Planning
82
Creative Planning
Kansas
$563K 19,821 +15,703 +381%
AAS
83
Avantax Advisory Services
Texas
$535K 18,852 -294 -2%
Cerity Partners
84
Cerity Partners
New York
$533K 18,798 +18,798 New
Robeco Institutional Asset Management
85
Robeco Institutional Asset Management
Netherlands
$482K 16,967 +16,967 New
Voloridge Investment Management
86
Voloridge Investment Management
Florida
$481K 16,955 -143,841 -89%
Thrivent Financial for Lutherans
87
Thrivent Financial for Lutherans
Minnesota
$479K 16,870 +82 +0.5%
IMC Chicago
88
IMC Chicago
Illinois
$450K 15,841 +15,841 New
RA
89
Royce & Associates
New York
$407K 14,333 – –
State of Wisconsin Investment Board
90
State of Wisconsin Investment Board
Wisconsin
$393K 13,856 +13,856 New
II
91
Inspire Investing
Idaho
$392K 13,797 +7,333 +113%
SSA
92
Schonfeld Strategic Advisors
New York
$389K 13,700 +13,700 New
SOADOR
93
State of Alaska Department of Revenue
Alaska
$387K 13,672 +1,007 +8%
MIM
94
MetLife Investment Management
New Jersey
$384K 13,531 – –
SEI Investments
95
SEI Investments
Pennsylvania
$373K 13,147 +3,696 +39%
HW
96
Hancock Whitney
Mississippi
$366K 12,888 +12,888 New
Group One Trading
97
Group One Trading
Illinois
$363K 12,776 +12,776 New
CMF
98
Counterpoint Mutual Funds
California
$362K 12,764 +12,764 New
Wealth Enhancement Advisory Services
99
Wealth Enhancement Advisory Services
Minnesota
$361K 11,062 +11,062 New
BCM
100
Bayesian Capital Management
New York
$360K 12,693 +12,693 New
2 3
4
5 6