Helen of Troy
HELE
232 hedge funds and large institutions have $1.28B invested in Helen of Troy in 2025 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 82 increasing their positions, 75 reducing their positions, and 47 closing their positions.
9% more repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 75
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.13% less ownership
Funds ownership: 105.05% → 104.93% (-0.13%)
3% less capital inflows, than outflows
Capital inflows: $195M | Capital outflows: $201M
6% less call options, than puts
Call options by funds: $14.2M | Put options by funds: $15.1M
5% less funds holding
Funds holding: 243 → 232 (-11)
21% less first-time investments, than exits
New positions opened: 37 | Existing positions closed: 47
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Armistice Capital
New York
|
+$21.4M |
| 2 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$18.3M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$17.3M |
| 4 |
Millennium Management
New York
|
+$15.1M |
| 5 |
Glenmede Trust
Philadelphia,
Pennsylvania
|
+$13.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pacer Advisors
Malvern,
Pennsylvania
|
-$55M |
| 2 |
CCPM
Cooper Creek Partners Management
New York
|
-$41.2M |
| 3 |
Bank of New York Mellon
New York
|
-$10.5M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$8.05M |
| 5 |
BlackRock
New York
|
-$7.85M |
HELE Hedge Fund Activity: Q1 2025 in Review
232 of the 7,489 institutional investors tracked by Wall St. Rank reported a position in Helen of Troy (HELE) for Q1 2025, worth a combined $1.28B — down 11% from $1.44B a quarter earlier.
Sellers outnumbered buyers: 47 funds closed out of HELE and 37 opened new positions — a net loss of 10 holders — while 75 trimmed existing stakes and 82 added.
The largest buyer was Armistice Capital, opening a new position worth an estimated $21.4M. The largest seller was Pacer Advisors, exiting entirely with an estimated $55M sold.
- 232 institutional investors held Helen of Troy (HELE) as of Q1 2025, down from 243 in Q4 2024.
- Funds reported $1.28B of Helen of Troy stock for Q1 2025, down 11% quarter-over-quarter.
- 37 funds opened new Helen of Troy positions in Q1 2025 and 47 closed out, a net change of -10 holders.
- The largest Helen of Troy buyer in Q1 2025 was Armistice Capital, an estimated $21.4M added.
- The largest Helen of Troy seller in Q1 2025 was Pacer Advisors, an estimated $55M sold.
Based on aggregated 13F filings for Q1 2025.