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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.

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

Top Sellers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
$0
2
CCPM
Cooper Creek Partners Management
New York
$0
3
Bank of New York Mellon
Bank of New York Mellon
New York
$8.91M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$27.1M
5
BlackRock
BlackRock
New York
$187M
Name Holding Trade Value Shares
Change 		Shares
Change %
CL
126
Choreo LLC
Illinois
$376K +$376K +7,030 New
Handelsbanken Fonder
127
Handelsbanken Fonder
Sweden
$372K – – –
MSRPS
128
Maryland State Retirement & Pension System
Maryland
$356K -$56K -1,047 -14%
Wolverine Trading
129
Wolverine Trading
Illinois
$354K +$354K +6,552 New
ASRS
130
Arizona State Retirement System
Arizona
$350K -$4.28K -80 -1%
AB
131
Amalgamated Bank
New York
$349K -$6.91K -129 -2%
II
132
Inspire Investing
Idaho
$346K -$12.8K -239 -4%
Victory Capital Management
133
Victory Capital Management
Texas
$343K +$10.6K +198 +3%
VOYA Investment Management
134
VOYA Investment Management
Georgia
$332K -$36.3K -678 -10%
PTC
135
Petrus Trust Company
Texas
$323K +$323K +6,046 New
P
136
&Partners
Tennessee
$322K +$322K +5,963 New
TPSF
137
Texas Permanent School Fund
Texas
$307K +$307K +11,034 New
COPPSERS
138
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$293K +$31.6K +591 +12%
ProShare Advisors
139
ProShare Advisors
Maryland
$287K -$80.3K -1,502 -22%
KK
140
KLP Kapitalforvaltning
Norway
$283K – – –
Nisa Investment Advisors
141
Nisa Investment Advisors
Missouri
$283K -$8.18K -153 -3%
OPERF
142
Oregon Public Employees Retirement Fund
Oregon
$280K -$7.38K -138 -3%
CWM
143
CIBC World Markets
New York
$270K +$270K +5,056 New
VCA
144
Verdence Capital Advisors
Maryland
$263K +$263K +4,923 New
QCG
145
Quadrant Capital Group
Ohio
$261K +$236K +4,411 +931%
TI
146
Tidal Investments
Wisconsin
$261K -$21.7K -405 -8%
HSBC Holdings
147
HSBC Holdings
United Kingdom
$258K +$258K +4,761 New
PFSRSONJ
148
Police & Firemen's Retirement System of New Jersey
New Jersey
$251K – – –
MML Investors Services
149
MML Investors Services
Massachusetts
$227K +$227K +4,251 New
SC
150
Savant Capital
Illinois
$224K +$224K +4,190 New
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6
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