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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 %
WCM
201
WealthTrak Capital Management
Virginia
$284 +$284 +10 New
SC
202
SouthState Corp
Florida
$284 +$284 +10 New
PWM
203
Parkworth Wealth Management
California
$255 +$255 +9 New
WTC
204
WhitTier Trust Company
Nevada
$170 – – –
WA
205
WPG Advisers
Maryland
$142 -$1.79K -63 -93%
MWM
206
MorganRosel Wealth Management
Colorado
$85 – – –
AWM
207
Abound Wealth Management
Tennessee
$57 – – –
NSIM
208
North Star Investment Management
Illinois
$28 – – –
Arrowstreet Capital
209
Arrowstreet Capital
Massachusetts
– -$27.1M -507,338 Closed
William Blair Investment Management
210
William Blair Investment Management
Illinois
– -$22.7M -423,910 Closed
MVP
211
Medina Value Partners
California
– -$20.5M -383,356 Closed
AC
212
Armistice Capital
New York
– -$19.8M -371,000 Closed
Fuller & Thaler Asset Management
213
Fuller & Thaler Asset Management
California
– -$12.7M -236,682 Closed
ClearBridge Investments
214
ClearBridge Investments
New York
– -$8.91M -166,481 Closed
CSS
215
Cubist Systematic Strategies
Connecticut
– -$5.2M -97,148 Closed
CC
216
Clearline Capital
New York
– -$4.43M -82,770 Closed
AA
217
Ancora Advisors
Ohio
– -$4.37M -81,650 Closed
HF
218
HRT Financial
New York
– -$3.17M -59,219 Closed
PHK
219
Point72 Hong Kong
Hong Kong
– -$2.95M -55,104 Closed
Citadel Advisors
220
Citadel Advisors
Florida
– -$2.58M -48,239 Closed
ECM
221
ExodusPoint Capital Management
New York
– -$1.86M -34,830 Closed
JF
222
Jump Financial
Illinois
– -$1.62M -30,230 Closed
AI
223
Atom Investors
Texas
– -$1.52M -28,336 Closed
CC
224
Centiva Capital
New York
– -$1.41M -26,431 Closed
ACM
225
Aquatic Capital Management
Illinois
– -$978K -18,291 Closed
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