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Helen of Troy
HELE

Overview Fund Activity

228 hedge funds and large institutions have $1.28B invested in Helen of Troy in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 82 increasing their positions, 73 reducing their positions, and 47 closing their positions.

Holders
228
Holders Change
-11
Holders Change %
-4.6%
% of All Funds
3.1%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
38
Increased
82
Reduced
73
Closed
47
Calls
$14.2M
Puts
$15.1M
Net Calls
-$831K
Net Calls Change
-$363K

Top Buyers

1
AC
1
Armistice Capital
New York
$19.8M
2
Jacobs Levy Equity Management
2
Jacobs Levy Equity Management
New Jersey
$17.8M
3
Bank of America
3
Bank of America
North Carolina
$35.5M
4
Millennium Management
4
Millennium Management
New York
$14M
5
GT
5
Glenmede Trust
Pennsylvania
$12.7M

Top Sellers

1
Pacer Advisors
1
Pacer Advisors
Pennsylvania
$0
2
CCPM
2
Cooper Creek Partners Management
New York
$0
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$8.91M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$27.1M
5
BlackRock
5
BlackRock
New York
$187M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAM
101
Oppenheimer Asset Management
New York
$691K +$171K +3,198 +33%
SOADOR
102
State of Alaska Department of Revenue
Alaska
$677K -$14.8K -276 -2%
PCM
103
Polymer Capital Management
New York
$672K +$672K +12,558 New
Capital Fund Management (CFM)
104
Capital Fund Management (CFM)
France
$665K -$3.05M -57,073 -82%
IMRF
105
Illinois Municipal Retirement Fund
Illinois
$661K -$12.7K -238 -2%
CF
106
Corebridge Financial
Texas
$637K -$12.5K -233 -2%
WSCM
107
Wellington Shields Capital Management
New York
$631K – – –
PRCP
108
Pacific Ridge Capital Partners
Oregon
$614K +$67K +1,253 +12%
State of Tennessee, Department of Treasury
109
State of Tennessee, Department of Treasury
Tennessee
$609K -$53.2K -994 -8%
ACA
110
Anchor Capital Advisors
Massachusetts
$598K -$1.98K -37 -0.3%
Manulife (Manufacturers Life Insurance)
111
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$588K +$8.02K +150 +1%
Fisher Asset Management
112
Fisher Asset Management
Washington
$581K – – –
LSERS
113
Louisiana State Employees Retirement System
Louisiana
$578K -$10.7K -200 -2%
US Bancorp
114
US Bancorp
Minnesota
$572K +$106K +1,983 +23%
AIM
115
Aigen Investment Management
New York
$539K +$539K +10,085 New
Axa
116
Axa
France
$520K +$127K +2,372 +32%
SEI Investments
117
SEI Investments
Pennsylvania
$505K -$1.36M -25,416 -73%
YCM
118
Yousif Capital Management
Michigan
$455K -$9.95K -186 -2%
Ensign Peak Advisors
119
Ensign Peak Advisors
Utah
$438K – – –
Stifel Financial
120
Stifel Financial
Missouri
$429K -$58K -1,085 -12%
TRSOTSOK
121
Teachers Retirement System of the State of Kentucky
Kentucky
$387K – – –
New York State Common Retirement Fund
122
New York State Common Retirement Fund
New York
$385K – – –
Royal Bank of Canada
123
Royal Bank of Canada
Ontario, Canada
$380K +$62.6K +1,170 +20%
NWAG
124
Net Worth Advisory Group
Utah
$379K +$121K +2,266 +47%
Zurich Cantonal Bank
125
Zurich Cantonal Bank
Switzerland
$376K +$86.3K +1,613 +30%
3 4
5
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