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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 %
Creative Planning
151
Creative Planning
Kansas
$220K -$63.3K -1,184 -22%
QCM
152
QRG Capital Management
Illinois
$207K +$207K +3,875 New
AI
153
Atria Investments
North Carolina
$203K +$203K +3,798 New
PNC Financial Services Group
154
PNC Financial Services Group
Pennsylvania
$170K -$34.2K -640 -17%
BNP Paribas Financial Markets
155
BNP Paribas Financial Markets
France
$153K -$29.6K -554 -16%
Public Employees Retirement Association of Colorado
156
Public Employees Retirement Association of Colorado
Colorado
$142K – – –
SAM
157
Shell Asset Management
Netherlands
$139K +$75.1K +1,407 +118%
AIP
158
Ameritas Investment Partners
Nebraska
$128K – – –
SOW
159
State of Wyoming
Wyoming
$104K +$60K +1,122 +138%
HBW
160
Hazlett, Burt & Watson
West Virginia
$83K – – –
Osaic Holdings
161
Osaic Holdings
Arizona
$73.7K +$68.2K +1,275 +1,250%
KBC Group
162
KBC Group
Belgium
$72K -$591 -11 -0.8%
Canada Pension Plan Investment Board
163
Canada Pension Plan Investment Board
Ontario, Canada
$69.5K +$42.8K +800 +160%
CA
164
Clearstead Advisors
Ohio
$69.4K – – –
Amundi
165
Amundi
France
$59.3K -$17.1K -370 -22%
Carson Wealth (CWM LLC)
166
Carson Wealth (CWM LLC)
Nebraska
$56K -$18.3K -344 -25%
CCM
167
Coldstream Capital Management
Washington
$53.8K +$53.8K +1,006 New
IAS
168
IMA Advisory Services
Colorado
$51.5K +$51.5K +963 New
S
169
SignatureFD
Georgia
$44.7K -$15.9K -298 -26%
PK
170
Pflug Koory
Nebraska
$37.7K – – –
GI
171
GAMMA Investing
California
$37.4K +$11.5K +215 +44%
TRCT
172
Tower Research Capital (TRC)
New York
$33.8K -$620K -11,587 -95%
FIA
173
FNY Investment Advisers
New York
$32K -$8K -150 -20%
Nomura Asset Management
174
Nomura Asset Management
Japan
$28.4K +$19.3K +360 +212%
TPCW
175
TD Private Client Wealth
New York
$24.2K +$24.2K +452 New
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