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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 %
New York State Teachers Retirement System (NYSTRS)
76
New York State Teachers Retirement System (NYSTRS)
New York
$665K – – –
Citigroup
77
Citigroup
New York
$641K -$391K -13,784 -38%
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$609K -$681K -24,005 -53%
California State Teachers Retirement System (CalSTRS)
79
California State Teachers Retirement System (CalSTRS)
California
$606K – – –
Ohio Public Employees Retirement System (OPERS)
80
Ohio Public Employees Retirement System (OPERS)
Ohio
$581K +$13.6K +479 +2%
Wolverine Trading
81
Wolverine Trading
Illinois
$567K +$381K +13,460 +205%
Deutsche Bank
82
Deutsche Bank
Germany
$567K -$558K -19,661 -50%
Creative Planning
83
Creative Planning
Kansas
$563K +$446K +15,703 +381%
AAS
84
Avantax Advisory Services
Texas
$535K -$8.34K -294 -2%
Cerity Partners
85
Cerity Partners
New York
$533K +$533K +18,798 New
Robeco Institutional Asset Management
86
Robeco Institutional Asset Management
Netherlands
$482K +$482K +16,967 New
Voloridge Investment Management
87
Voloridge Investment Management
Florida
$481K -$4.08M -143,841 -89%
Thrivent Financial for Lutherans
88
Thrivent Financial for Lutherans
Minnesota
$479K +$2.33K +82 +0.5%
IMC Chicago
89
IMC Chicago
Illinois
$450K +$450K +15,841 New
RA
90
Royce & Associates
New York
$407K – – –
State of Wisconsin Investment Board
91
State of Wisconsin Investment Board
Wisconsin
$393K +$393K +13,856 New
II
92
Inspire Investing
Idaho
$392K +$208K +7,333 +113%
SSA
93
Schonfeld Strategic Advisors
New York
$389K +$389K +13,700 New
SOADOR
94
State of Alaska Department of Revenue
Alaska
$387K +$28.5K +1,007 +8%
MIM
95
MetLife Investment Management
New Jersey
$384K – – –
SEI Investments
96
SEI Investments
Pennsylvania
$373K +$105K +3,696 +39%
HW
97
Hancock Whitney
Mississippi
$366K +$366K +12,888 New
Group One Trading
98
Group One Trading
Illinois
$363K +$363K +12,776 New
CMF
99
Counterpoint Mutual Funds
California
$362K +$362K +12,764 New
Wealth Enhancement Advisory Services
100
Wealth Enhancement Advisory Services
Minnesota
$361K +$361K +11,062 New
2 3
4
5 6