HELE icon

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 %
VCM
176
Versant Capital Management
Arizona
$22.4K +$16.3K +305 +268%
PS
177
Principal Securities
Iowa
$22.2K – – –
SCM
178
Sterling Capital Management
North Carolina
$21K -$17.4K -325 -45%
Bessemer Group
179
Bessemer Group
New Jersey
$21K +$4.95K +90 +31%
Fifth Third Bancorp
180
Fifth Third Bancorp
Ohio
$17.4K -$9.15K -171 -34%
BTI
181
Blue Trust Inc
Georgia
$16.2K +$3.48K +65 +27%
QL
182
Quarry LP
New York
$12.2K -$31.3K -585 -72%
Barrow, Hanley, Mewhinney & Strauss
183
Barrow, Hanley, Mewhinney & Strauss
Texas
$10K – – –
Macquarie Group
184
Macquarie Group
Australia
$9.63K +$9.63K +180 New
HCA
185
Harbor Capital Advisors
Illinois
$9K +$340 +6 +4%
GIA
186
GHP Investment Advisors
Colorado
$7.6K +$4.65K +87 +158%
WSFS
187
Wilmington Savings Fund Society
Delaware
$7.11K +$7.11K +133 New
HI
188
Harbour Investments
Wisconsin
$7.06K – – –
SPIA
189
Steward Partners Investment Advisory
New York
$6.85K – – –
EWA
190
EverSource Wealth Advisors
Alabama
$5.67K +$3.05K +57 +116%
BIG
191
Brooklyn Investment Group
New York
$5.4K +$5.4K +101 New
WT
192
Whittier Trust
California
$4.81K – – –
SAM
193
Smartleaf Asset Management
Massachusetts
$4.7K +$2.16K +40 +85%
PTC
194
Private Trust Company
Ohio
$4.55K – – –
CIAM
195
Caitong International Asset Management
Hong Kong
$4.17K +$3.64K +68 +680%
WA
196
WPG Advisers
Maryland
$3.64K -$267 -5 -7%
MCM
197
MAI Capital Management
Ohio
$3.53K – – –
GWM
198
Geneos Wealth Management
Colorado
$3.53K +$1.87K +35 +113%
PA
199
Parallel Advisors
California
$3.21K -$267 -5 -8%
UB
200
UMB Bank
Missouri
$3.21K -$53 -1 -2%
6 7
8
9 10