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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 %
AAP
176
Arax Advisory Partners
Colorado
$3.24K +$3.24K +114 New
MCM
177
MAI Capital Management
Ohio
$3.15K +$1.28K +45 +68%
W
178
WealthCollab
Washington
$2.87K +$2.87K +101 New
LFG
179
Larson Financial Group
Missouri
$2.7K +$2.7K +95 New
HNB
180
Huntington National Bank
Ohio
$2.41K +$2.3K +81 +2,025%
CT
181
Clearstead Trust
Maine
$2.04K +$1.36K +48 +200%
RTL
182
Red Tortoise LLC
Georgia
$2.04K +$2.04K +72 New
UB
183
UMB Bank
Missouri
$1.9K +$199 +7 +12%
CIBC Private Wealth Group
184
CIBC Private Wealth Group
Georgia
$1.28K – – –
WT
185
Whittier Trust
California
$1.25K -$1.31K -46 -51%
PFBT
186
Parkside Financial Bank & Trust
Missouri
$1.14K -$199 -7 -15%
SN
187
Sittner & Nelson
Oregon
$1.14K – – –
FFO
188
Fortitude Family Office
Arizona
$1.11K +$1.11K +39 New
C
189
Covestor
United Kingdom
$1K +$435 +10 +77%
RIL
190
Rothschild Investment LLC
Illinois
$993 -$284 -10 -22%
AF
191
Allworth Financial
California
$965 +$965 +34 New
PWMG
192
Prestige Wealth Management Group
New Jersey
$795 – – –
PWMG
193
Private Wealth Management Group
New Jersey
$738 – – –
Jones Financial Companies
194
Jones Financial Companies
Missouri
$652 +$652 +23 New
TCOT
195
Trust Company of Toledo
Ohio
$568 +$568 +20 New
RA
196
Rise Advisors
New York
$454 +$454 +16 New
QL
197
Quarry LP
New York
$341 -$6.17K -217 -95%
ADL
198
Asset Dedication LLC
California
$341 – – –
BIA
199
Bell Investment Advisors
California
$284 -$142 -5 -33%
FMII
200
Farmers & Merchants Investments Inc
Nebraska
$284 – – –
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