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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
Susquehanna International Group
101
Susquehanna International Group
Pennsylvania
$175K -$978K -55,947 -82%
Royal Bank of Canada
102
Royal Bank of Canada
Ontario, Canada
$173K +$82.3K +4,705 +64%
CC
103
Centiva Capital
New York
$171K +$208K +11,879 New
WSCM
104
Wellington Shields Capital Management
New York
$170K
Canada Pension Plan Investment Board
105
Canada Pension Plan Investment Board
Ontario, Canada
$164K +$133K +7,600 +200%
LSA
106
Leonteq Securities AG
Switzerland
$160K +$121K +6,929 +167%
Mirae Asset Global ETFs Holdings
107
Mirae Asset Global ETFs Holdings
Hong Kong
$159K +$7.2K +412 +4%
AWM
108
Angeles Wealth Management
California
$157K +$190K +10,855 New
RA
109
Royce & Associates
New York
$153K -$64.8K -3,707 -26%
DC
110
Davenport & Co
Virginia
$152K +$19.2K +1,100 +12%
SO
111
STRS Ohio
Ohio
$147K +$101K +5,800 +132%
MIM
112
MetLife Investment Management
New Jersey
$146K -$59.6K -3,407 -25%
CFA
113
Capstone Financial Advisors
Illinois
$144K +$175K +10,000 New
New York State Common Retirement Fund
114
New York State Common Retirement Fund
New York
$104K
Group One Trading
115
Group One Trading
Illinois
$96.5K -$44.2K -2,531 -27%
PFSRSONJ
116
Police & Firemen's Retirement System of New Jersey
New Jersey
$94.7K
Walleye Trading
117
Walleye Trading
New York
$83K -$412K -23,579 -80%
Citigroup
118
Citigroup
New York
$81.4K -$467K -26,721 -83%
Fidelity Investments
119
Fidelity Investments
Massachusetts
$61.2K +$30.5K +1,747 +70%
FDCDDQ
120
Federation des caisses Desjardins du Quebec
Quebec, Canada
$57.7K
CA
121
Clearstead Advisors
Ohio
$52.7K +$63.9K +3,657 New
Ohio Public Employees Retirement System (OPERS)
122
Ohio Public Employees Retirement System (OPERS)
Ohio
$50.9K -$228K -13,069 -79%
S
123
SignatureFD
Georgia
$48K -$8.71K -498 -13%
Simplex Trading
124
Simplex Trading
Illinois
$43.8K +$53.1K +3,038 New
Public Employees Retirement Association of Colorado
125
Public Employees Retirement Association of Colorado
Colorado
$38K