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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.

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
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
Pzena Investment Management
4
Pzena Investment Management
New York
$28M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$12M

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 Holding Trade Value Shares
Change 		Shares
Change %
P
126
&Partners
Tennessee
$202K +$32.6K +1,148 +19%
Zurich Cantonal Bank
127
Zurich Cantonal Bank
Switzerland
$200K – – –
Carson Wealth (CWM LLC)
128
Carson Wealth (CWM LLC)
Nebraska
$197K +$167K +5,872 +557%
Canada Pension Plan Investment Board
129
Canada Pension Plan Investment Board
Ontario, Canada
$187K +$150K +5,300 +408%
AB
130
Amalgamated Bank
New York
$185K – – –
GI
131
GAMMA Investing
California
$174K +$154K +5,415 +775%
PFSRSONJ
132
Police & Firemen's Retirement System of New Jersey
New Jersey
$155K +$21.5K +759 +16%
OPERF
133
Oregon Public Employees Retirement Fund
Oregon
$148K – – –
Ensign Peak Advisors
134
Ensign Peak Advisors
Utah
$140K -$92.2K -3,250 -40%
PNC Financial Services Group
135
PNC Financial Services Group
Pennsylvania
$114K +$23.8K +838 +26%
KK
136
KLP Kapitalforvaltning
Norway
$114K -$36.9K -1,300 -25%
Public Employees Retirement Association of Colorado
137
Public Employees Retirement Association of Colorado
Colorado
$76K – – –
AIP
138
Ameritas Investment Partners
Nebraska
$67.9K – – –
SSG
139
Summit Securities Group
New York
$67.7K +$67.7K +2,387 New
SAM
140
Shell Asset Management
Netherlands
$67K -$7.28K -255 -10%
Lazard Asset Management
141
Lazard Asset Management
New York
$67K +$67K +2,368 New
TRCT
142
Tower Research Capital (TRC)
New York
$56.7K +$38.8K +1,366 +216%
EAM
143
Erste Asset Management
Austria
$51K +$51K +1,800 New
PA
144
Parallel Advisors
California
$49.7K +$48K +1,692 +2,820%
SO
145
STRS Ohio
Ohio
$48.2K +$48.2K +1,700 New
HBW
146
Hazlett, Burt & Watson
West Virginia
$45K – – –
S
147
SignatureFD
Georgia
$40.6K +$16.9K +594 +71%
CA
148
Clearstead Advisors
Ohio
$36.8K – – –
Nisa Investment Advisors
149
Nisa Investment Advisors
Missouri
$34.1K -$116K -4,090 -77%
PAS
150
Point72 Asia (Singapore)
Singapore
$32.8K +$32.8K +1,157 New
4 5
6
7 8