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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 %
PFBT
201
Parkside Financial Bank & Trust
Missouri
$2.52K – – –
RIL
202
Rothschild Investment LLC
Illinois
$2.41K +$267 +5 +13%
SN
203
Sittner & Nelson
Oregon
$2.14K – – –
CAL
204
Capital Advisors Ltd
Ohio
$2K -$51 -1 -3%
HCP
205
Hexagon Capital Partners
Arkansas
$1.87K +$1.87K +35 New
CIBC Private Wealth Group
206
CIBC Private Wealth Group
Georgia
$1.63K – – –
FFA
207
Farther Finance Advisors
California
$1.53K +$1.47K +28 +2,800%
LC
208
Lindbrook Capital
California
$1.5K -$214 -4 -13%
PWMG
209
Prestige Wealth Management Group
New Jersey
$1.5K – – –
PWMG
210
Private Wealth Management Group
New Jersey
$1.39K -$1.02K -19 -42%
CT
211
Clearstead Trust
Maine
$1.28K +$1.28K +24 New
C
212
Covestor
United Kingdom
$1K +$77 +1 +8%
CWC
213
Carolinas Wealth Consulting
North Carolina
$963 – – –
BIA
214
Bell Investment Advisors
California
$803 – – –
SS
215
SBI Securities
Japan
$749 -$1.39K -26 -65%
MPWT
216
MassMutual Private Wealth & Trust
Connecticut
$695 – – –
NA
217
NewEdge Advisors
Louisiana
$642 – – –
ADL
218
Asset Dedication LLC
California
$642 – – –
PWAM
219
Private Wealth Asset Management
Iowa
$642 +$642 +12 New
FMII
220
Farmers & Merchants Investments Inc
Nebraska
$535 – – –
MCM
221
MV Capital Management
Maryland
$375 -$804 -15 -68%
WTC
222
WhitTier Trust Company
Nevada
$320 – – –
HNB
223
Huntington National Bank
Ohio
$214 -$2.46K -46 -92%
MWM
224
MorganRosel Wealth Management
Colorado
$160 +$160 +3 New
BI
225
Binnacle Investments
Iowa
$160 +$160 +3 New
7 8
9
10 11