Helen of Troy
HELE
HELE
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
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less first-time investments, than exits
New positions opened: | Existing positions closed:
less funds holding
Funds holding: →
less ownership
Funds ownership: →
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
Holding in Top 10
–
Calls
$5.64M
Puts
$14.7M
Top Buyers
| 1 | +$10.2M | |
| 2 | +$9.47M | |
| 3 | +$6.34M | |
| 4 |
PGCM
Prescott Group Capital Management
Tulsa,
Oklahoma
|
+$4.3M |
| 5 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$3.27M |
Top Sellers
| 1 | -$15.8M | |
| 2 | -$9.59M | |
| 3 | -$8.44M | |
| 4 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
-$8.11M |
| 5 |
Capital International Investors
Los Angeles,
California
|
-$5.73M |
