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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 %
IIM
101
INTECH Investment Management
Florida
$359K 12,639 -684 -5%
Mirae Asset Global ETFs Holdings
102
Mirae Asset Global ETFs Holdings
Hong Kong
$356K 12,552 -981 -7%
WSCM
103
Wellington Shields Capital Management
New York
$335K 11,800 – –
JPMorgan Chase & Co
104
JPMorgan Chase & Co
New York
$333K 11,748 -194,509 -94%
IMRF
105
Illinois Municipal Retirement Fund
Illinois
$332K 11,688 -669 -5%
State of Tennessee, Department of Treasury
106
State of Tennessee, Department of Treasury
Tennessee
$322K 11,362 -26 -0.2%
Manulife (Manufacturers Life Insurance)
107
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$319K 11,246 +252 +2%
PEAK6
108
PEAK6
Illinois
$314K 11,079 +11,079 New
BAM
109
Blueshift Asset Management
New Jersey
$313K 11,046 +11,046 New
BNP Paribas Financial Markets
110
BNP Paribas Financial Markets
France
$307K 10,833 +7,982 +280%
LSERS
111
Louisiana State Employees Retirement System
Louisiana
$304K 10,700 -100 -0.9%
QCM
112
Quantinno Capital Management
New York
$296K 10,430 +10,430 New
OAM
113
Oppenheimer Asset Management
New York
$292K 10,277 -2,649 -20%
CC
114
Corton Capital
Ontario, Canada
$290K 10,201 +10,201 New
CM
115
CM Management
Florida
$284K 10,000 +10,000 New
Fisher Asset Management
116
Fisher Asset Management
Washington
$281K 9,913 -954 -9%
SC
117
Savant Capital
Illinois
$263K 9,271 +5,081 +121%
Janus Henderson Group
118
Janus Henderson Group
United Kingdom
$257K 9,060 -291,133 -97%
TI
119
Tidal Investments
Wisconsin
$242K 8,522 +3,649 +75%
YCM
120
Yousif Capital Management
Michigan
$242K 8,515 – –
US Bancorp
121
US Bancorp
Minnesota
$233K 8,220 -2,472 -23%
Axa
122
Axa
France
$209K 7,352 -2,372 -24%
TRSOTSOK
123
Teachers Retirement System of the State of Kentucky
Kentucky
$206K 7,246 – –
New York State Common Retirement Fund
124
New York State Common Retirement Fund
New York
$204K 7,201 – –
P
125
&Partners
Tennessee
$202K 7,111 +1,148 +19%
3 4
5
6 7