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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
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 %
SOW
151
State of Wyoming
Wyoming
$32.6K -$22.3K -787 -41%
Raymond James Financial
152
Raymond James Financial
Florida
$28K -$1.54M -54,328 -98%
IAS
153
IMA Advisory Services
Colorado
$27.3K – – –
Osaic Holdings
154
Osaic Holdings
Arizona
$23.5K -$16K -557 -40%
PK
155
Pflug Koory
Nebraska
$20K – – –
SCM
156
Sterling Capital Management
North Carolina
$17.3K +$6.19K +218 +55%
Nomura Asset Management
157
Nomura Asset Management
Japan
$15K – – –
BIG
158
Brooklyn Investment Group
New York
$13K +$10.2K +358 +354%
TCM
159
Traub Capital Management
Massachusetts
$12.2K +$12.2K +430 New
PS
160
Principal Securities
Iowa
$11.4K +$851 +30 +8%
EWA
161
EverSource Wealth Advisors
Alabama
$10.9K +$7.92K +279 +263%
Bessemer Group
162
Bessemer Group
New Jersey
$8K -$2.84K -100 -26%
BNP Paribas Asset Management
163
BNP Paribas Asset Management
France
$8K +$8K +278 New
CIAM
164
Caitong International Asset Management
Hong Kong
$7.07K +$4.85K +171 +219%
TWD
165
True Wealth Design
Ohio
$6.36K +$6.36K +224 New
MIM
166
MTM Investment Management
South Carolina
$5.68K +$5.68K +200 New
GIA
167
GHP Investment Advisors
Colorado
$5.51K +$1.48K +52 +37%
Barrow, Hanley, Mewhinney & Strauss
168
Barrow, Hanley, Mewhinney & Strauss
Texas
$5.31K – – –
HCA
169
Harbor Capital Advisors
Illinois
$5K +$726 +27 +17%
Fifth Third Bancorp
170
Fifth Third Bancorp
Ohio
$4.34K -$4.88K -172 -53%
IA
171
IFP Advisors
Florida
$4.12K -$53 – –
HFS
172
Hantz Financial Services
Michigan
$4K +$4K +143 New
WSFS
173
Wilmington Savings Fund Society
Delaware
$3.83K +$57 +2 +2%
HI
174
Harbour Investments
Wisconsin
$3.75K – – –
VCM
175
Versant Capital Management
Arizona
$3.58K -$8.32K -293 -70%
5 6
7
8 9