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Helen of Troy
HELE

Overview Fund Activity

207 hedge funds and large institutions have $677M invested in Helen of Troy in 2025 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 78 increasing their positions, 50 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
-21
Holders Change %
-9.21%
% of All Funds
2.78%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
46
Increased
78
Reduced
50
Closed
64
Calls
$10.8M
Puts
$21.4M
Net Calls
-$10.6M
Net Calls Change
-$9.76M

Top Buyers

1
CM
CastleKnight Management
New York
$12.5M
2
MGP
M&G plc
United Kingdom
$8.95M
3
Ameriprise
Ameriprise
Minnesota
$12.8M
4
Pzena Investment Management
Pzena Investment Management
New York
$28M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$12M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
2
William Blair Investment Management
William Blair Investment Management
Illinois
$0
3
MVP
Medina Value Partners
California
$0
4
AC
Armistice Capital
New York
$0
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
101
Bayesian Capital Management
New York
$360K +$360K +12,693 New
IIM
102
INTECH Investment Management
Florida
$359K -$19.4K -684 -5%
Mirae Asset Global ETFs Holdings
103
Mirae Asset Global ETFs Holdings
Hong Kong
$356K -$27.8K -981 -7%
WSCM
104
Wellington Shields Capital Management
New York
$335K – – –
JPMorgan Chase & Co
105
JPMorgan Chase & Co
New York
$333K -$5.52M -194,509 -94%
IMRF
106
Illinois Municipal Retirement Fund
Illinois
$332K -$19K -669 -5%
State of Tennessee, Department of Treasury
107
State of Tennessee, Department of Treasury
Tennessee
$322K -$738 -26 -0.2%
Manulife (Manufacturers Life Insurance)
108
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$319K +$7.15K +252 +2%
PEAK6
109
PEAK6
Illinois
$314K +$314K +11,079 New
BAM
110
Blueshift Asset Management
New Jersey
$313K +$313K +11,046 New
BNP Paribas Financial Markets
111
BNP Paribas Financial Markets
France
$307K +$227K +7,982 +280%
LSERS
112
Louisiana State Employees Retirement System
Louisiana
$304K -$2.84K -100 -0.9%
QCM
113
Quantinno Capital Management
New York
$296K +$296K +10,430 New
OAM
114
Oppenheimer Asset Management
New York
$292K -$75.2K -2,649 -20%
CC
115
Corton Capital
Ontario, Canada
$290K +$290K +10,201 New
CM
116
CM Management
Florida
$284K +$284K +10,000 New
Fisher Asset Management
117
Fisher Asset Management
Washington
$281K -$27.1K -954 -9%
SC
118
Savant Capital
Illinois
$263K +$144K +5,081 +121%
Janus Henderson Group
119
Janus Henderson Group
United Kingdom
$257K -$8.27M -291,133 -97%
TI
120
Tidal Investments
Wisconsin
$242K +$104K +3,649 +75%
YCM
121
Yousif Capital Management
Michigan
$242K – – –
US Bancorp
122
US Bancorp
Minnesota
$233K -$70.2K -2,472 -23%
Axa
123
Axa
France
$209K -$67.3K -2,372 -24%
TRSOTSOK
124
Teachers Retirement System of the State of Kentucky
Kentucky
$206K – – –
New York State Common Retirement Fund
125
New York State Common Retirement Fund
New York
$204K – – –
3 4
5
6 7