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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
IMC Chicago
76
IMC Chicago
Illinois
$463K -$19.4K -1,109 -3%
RhumbLine Advisers
77
RhumbLine Advisers
Massachusetts
$446K -$857 -49 -0.2%
Cerity Partners
78
Cerity Partners
New York
$432K +$523K +29,934 New
SIM
79
SummerHaven Investment Management
Connecticut
$409K -$124K -7,121 -20%
FRM
80
Fox Run Management
Connecticut
$392K +$489K +27,995 New
ECM
81
ExodusPoint Capital Management
New York
$367K -$379K -21,663 -46%
Deutsche Bank
82
Deutsche Bank
Germany
$339K +$37.8K +2,163 +10%
KK
83
KLP Kapitalforvaltning
Norway
$329K
Acadian Asset Management
84
Acadian Asset Management
Massachusetts
$303K +$97.2K +5,560 +36%
AllianceBernstein
85
AllianceBernstein
Tennessee
$296K
HW
86
Hancock Whitney
Mississippi
$293K +$16.2K +926 +8%
EAM
87
Empirical Asset Management
Massachusetts
$292K -$5.31K -304 -1%
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$279K +$288K +16,485 +580%
CG
89
Caprock Group
Idaho
$272K +$329K +18,843 New
Wealth Enhancement Advisory Services
90
Wealth Enhancement Advisory Services
Minnesota
$250K +$299K +17,131 New
Robeco Institutional Asset Management
91
Robeco Institutional Asset Management
Netherlands
$245K
Franklin Resources
92
Franklin Resources
California
$227K -$2.25M -128,974 -89%
Mercer Global Advisors
93
Mercer Global Advisors
Colorado
$226K +$274K +15,679 New
ETC
94
Exchange Traded Concepts
Oklahoma
$223K +$54.2K +3,101 +25%
P
95
&Partners
Tennessee
$223K +$12K +686 +5%
QC
96
Quadrature Capital
United Kingdom
$207K +$251K +14,382 New
BHCM
97
Brevan Howard Capital Management
Jersey
$205K +$249K +14,229 New
AI
98
Atom Investors
Texas
$196K +$238K +13,606 New
VA
99
Vident Advisory
Georgia
$184K +$223K +12,743 New
BNP Paribas Financial Markets
100
BNP Paribas Financial Markets
France
$181K -$74.3K -4,252 -25%