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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
QT
201
Quantbot Technologies
New York
-$692K -32,587 Closed
BC
202
Bridgefront Capital
Texas
-$688K -32,394 Closed
BFM
203
Boothbay Fund Management
New York
-$636K -29,948 Closed
SSA
204
Schonfeld Strategic Advisors
New York
-$433K -20,357 Closed
Verition Fund Management
205
Verition Fund Management
Connecticut
-$378K -17,800 Closed
Arrowstreet Capital
206
Arrowstreet Capital
Massachusetts
-$349K -16,408 Closed
XT
207
XTX Topco
Cayman Islands
-$321K -15,087 Closed
IIM
208
INTECH Investment Management
Florida
-$265K -12,472 Closed
SG Americas Securities
209
SG Americas Securities
New York
-$258K -12,123 Closed
PEAK6
210
PEAK6
Illinois
-$214K -10,058 Closed
State of Tennessee, Department of Treasury
211
State of Tennessee, Department of Treasury
Tennessee
-$79K -4,773 Closed
HFS
212
Hantz Financial Services
Michigan
-$39.1K -2,239 -99%
AA
213
Ancora Advisors
Ohio
-$23.2K -1,090 Closed
IAS
214
IMA Advisory Services
Colorado
-$21K -986 Closed
AB
215
Amalgamated Bank
New York
-$15K -720 Closed
HCA
216
Harbor Capital Advisors
Illinois
-$12K -547 Closed
Nisa Investment Advisors
217
Nisa Investment Advisors
Missouri
-$5.65K -266 Closed
SL
218
Salomon & Ludwin
Virginia
-$2.72K -131 Closed
QL
219
Quarry LP
New York
-$2.57K -121 Closed
RTL
220
Red Tortoise LLC
Georgia
-$2.51K -118 Closed
BBHC
221
Brown Brothers Harriman & Co
New York
-$2.34K -110 Closed
HNB
222
Huntington National Bank
Ohio
-$1.64K -77 Closed
PWPS
223
Pinnacle Wealth Planning Services
Ohio
-$1.4K -66 Closed
Bessemer Group
224
Bessemer Group
New Jersey
-$1K -59 Closed
FFO
225
Fortitude Family Office
Arizona
-$1.13K -53 Closed