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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
VCM
126
Versant Capital Management
Arizona
$33.8K +$6.61K +378 +19%
Legal & General Group
127
Legal & General Group
United Kingdom
$30.7K
Nomura Asset Management
128
Nomura Asset Management
Japan
$30.3K +$36.7K +2,100 New
AIP
129
Ameritas Investment Partners
Nebraska
$27.6K
GI
130
GAMMA Investing
California
$24.9K -$7.71K -441 -20%
US Bancorp
131
US Bancorp
Minnesota
$24.3K -$94.2K -5,389 -76%
PNC Financial Services Group
132
PNC Financial Services Group
Pennsylvania
$22.9K -$55.2K -3,158 -67%
QCG
133
Quadrant Capital Group
Ohio
$19.6K -$122 -7 -0.5%
California State Teachers Retirement System (CalSTRS)
134
California State Teachers Retirement System (CalSTRS)
California
$17.9K -$2.99K -171 -12%
EP
135
Essential Partners
California
$17.8K +$19.5K +1,114 +913%
TRCT
136
Tower Research Capital (TRC)
New York
$17.6K -$23.9K -1,367 -53%
EWA
137
EverSource Wealth Advisors
Alabama
$17K +$18.4K +1,052 +809%
AF
138
Allworth Financial
California
$15.4K -$4.91K -281 -21%
SOADOR
139
State of Alaska Department of Revenue
Alaska
$15K
Rockefeller Capital Management
140
Rockefeller Capital Management
New York
$14.6K +$10.6K +607 +151%
Osaic Holdings
141
Osaic Holdings
Arizona
$14.4K +$12K +689 +221%
ASN
142
Advisory Services Network
Georgia
$13.2K +$16K +916 New
SCM
143
Sterling Capital Management
North Carolina
$10.9K -$9.82K -562 -43%
PK
144
Pflug Koory
Nebraska
$10.2K
RIL
145
Rothschild Investment LLC
Illinois
$10.1K +$11.5K +658 +1,530%
HBW
146
Hazlett, Burt & Watson
West Virginia
$10K -$14K -800 -52%
IA
147
IFP Advisors
Florida
$7.99K +$7.92K +453 +449%
CCWM
148
Cassaday & Co Wealth Management
Virginia
$7.86K +$9.53K +545 New
Optiver Holding
149
Optiver Holding
Netherlands
$7.2K +$122 +7 +1%
MCM
150
MAI Capital Management
Ohio
$6.26K +$7.59K +434 New