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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
SIC
176
SJS Investment Consulting
Ohio
$217 +$262 +15 New
PWMG
177
Prestige Wealth Management Group
New Jersey
$174 -$280 -16 -57%
ADL
178
Asset Dedication LLC
California
$174
JWM
179
JPL Wealth Management
Colorado
$87 +$105 +6 New
BIA
180
Bell Investment Advisors
California
$73
WA
181
WPG Advisers
Maryland
$72
SAM
182
Smartleaf Asset Management
Massachusetts
$56 -$385 -22 -85%
CIAM
183
Caitong International Asset Management
Hong Kong
$43 -$15.4K -883 -100%
FGP
184
Freestone Grove Partners
California
$43 +$52 +3 New
NSIM
185
North Star Investment Management
Illinois
$14
Two Sigma Investments
186
Two Sigma Investments
New York
-$8.44M -396,991 Closed
SFM
187
Systematic Financial Management
New Jersey
-$8.11M -381,645 Closed
Capital International Investors
188
Capital International Investors
California
-$5.73M -269,597 Closed
Squarepoint
189
Squarepoint
New York
-$3.15M -148,390 Closed
YIH
190
Y-Intercept (HK)
Hong Kong
-$2.25M -106,051 Closed
Two Sigma Advisers
191
Two Sigma Advisers
New York
-$2.04M -95,900 Closed
CCIA
192
Campbell & Co Investment Adviser
Maryland
-$2.02M -94,883 Closed
Capital Fund Management (CFM)
193
Capital Fund Management (CFM)
France
-$2.01M -94,744 Closed
Point72 Asset Management
194
Point72 Asset Management
Connecticut
-$1.3M -74,117 Closed
JG
195
Jain Global
New York
-$1.02M -48,220 Closed
Principal Financial Group
196
Principal Financial Group
Iowa
-$1.01M -47,427 Closed
WAM
197
Weiss Asset Management
Massachusetts
-$1M -47,100 Closed
Prudential Financial
198
Prudential Financial
New Jersey
-$962K -45,283 Closed
VIM
199
Villanova Investment Management
Pennsylvania
-$906K -42,621 Closed
BIG
200
Brooklyn Investment Group
New York
-$755K -35,796 Closed