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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
FFA
151
Farther Finance Advisors
California
$5.83K -$16.6K -949 -70%
PA
152
Parallel Advisors
California
$4.43K +$1.31K +75 +32%
HPBT
153
Hickory Point Bank & Trust
Illinois
$4.33K +$5.24K +300 New
TWD
154
True Wealth Design
Ohio
$3.62K +$4.39K +251 New
HIA
155
Harbor Investment Advisory
Maryland
$3.46K +$4.2K +240 New
OCWP
156
Owl Creek Wealth Partners
Colorado
$3.46K +$4.2K +240 New
MIM
157
MTM Investment Management
South Carolina
$2.88K
HI
158
Harbour Investments
Wisconsin
$2.67K +$3.23K +185 New
AAP
159
Arax Advisory Partners
Colorado
$2.65K -$2.85K -163 -47%
SSG
160
Summit Securities Group
New York
$2.6K -$8.88K -508 -74%
Walleye Capital
161
Walleye Capital
New York
$2.09K -$999K -57,149 -100%
Los Angeles Capital Management
162
Los Angeles Capital Management
California
$1.83K
Barrow, Hanley, Mewhinney & Strauss
163
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.53K -$1.42K -81 -43%
Jones Financial Companies
164
Jones Financial Companies
Missouri
$1.39K +$944 +54 +117%
WPA
165
Wealth Preservation Advisors
Tennessee
$1.34K +$1.63K +93 New
PTC
166
Private Trust Company
Ohio
$1.24K +$1.5K +86 New
GIA
167
GHP Investment Advisors
Colorado
$794
CT
168
Clearstead Trust
Maine
$678 -$752 -43 -48%
Fifth Third Bancorp
169
Fifth Third Bancorp
Ohio
$634 -$6.12K -350 -89%
SN
170
Sittner & Nelson
Oregon
$577
PFBT
171
Parkside Financial Bank & Trust
Missouri
$506 -$262 -15 -30%
RFP
172
Root Financial Partners
California
$389 +$472 +27 New
UBS AM
173
UBS AM
Illinois
$288 +$87 +5 +33%
TFA
174
Transamerica Financial Advisors
Florida
$273 +$332 +19 New
QC
175
Quent Capital
New York
$245 -$262 -15 -47%