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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.

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
1
Armistice Capital
New York
$19.8M
2
Jacobs Levy Equity Management
2
Jacobs Levy Equity Management
New Jersey
$17.8M
3
Bank of America
3
Bank of America
North Carolina
$35.5M
4
Millennium Management
4
Millennium Management
New York
$14M
5
GT
5
Glenmede Trust
Pennsylvania
$12.7M

Top Sellers

1
Pacer Advisors
1
Pacer Advisors
Pennsylvania
$0
2
CCPM
2
Cooper Creek Partners Management
New York
$0
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$8.91M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$27.1M
5
BlackRock
5
BlackRock
New York
$187M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$187M 3,501,128 -135,863 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$139M 2,598,327 -27,988 -1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$138M 2,587,361 -92,511 -3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$54.8M 1,025,251 -59,175 -5%
State Street
5
State Street
Massachusetts
$48.5M 907,597 -23,939 -3%
EARNEST Partners
6
EARNEST Partners
Georgia
$41.8M 780,940 +23,601 +3%
Pzena Investment Management
7
Pzena Investment Management
New York
$40.5M 756,227 +50,516 +7%
Bank of America
8
Bank of America
North Carolina
$35.5M 664,087 +299,907 +82%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$30M 560,826 +26,261 +5%
Charles Schwab
10
Charles Schwab
California
$27.8M 520,422 +38,268 +8%
Arrowstreet Capital
11
Arrowstreet Capital
Massachusetts
$27.1M 507,338 -139,408 -22%
William Blair Investment Management
12
William Blair Investment Management
Illinois
$22.7M 423,910 -16,941 -4%
MVP
13
Medina Value Partners
California
$20.5M 383,356 +64,893 +20%
AC
14
Armistice Capital
New York
$19.8M 371,000 +371,000 New
Jacobs Levy Equity Management
15
Jacobs Levy Equity Management
New Jersey
$17.8M 332,708 +316,755 +1,986%
Janus Henderson Group
16
Janus Henderson Group
United Kingdom
$16.2M 300,193 -2,516 -0.8%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$15M 279,621 +39,764 +17%
Morgan Stanley
18
Morgan Stanley
New York
$14.7M 275,469 -97,229 -26%
Capital International Investors
19
Capital International Investors
California
$14.4M 269,597 – –
Northern Trust
20
Northern Trust
Illinois
$14.1M 263,777 +4,942 +2%
Millennium Management
21
Millennium Management
New York
$14M 261,972 +261,972 New
ICM
22
Invenomic Capital Management
Massachusetts
$12.8M 238,791 +96,805 +68%
GT
23
Glenmede Trust
Pennsylvania
$12.7M 237,555 +237,555 New
Fuller & Thaler Asset Management
24
Fuller & Thaler Asset Management
California
$12.7M 236,682 +2,633 +1%
SFM
25
Systematic Financial Management
New Jersey
$12.6M 234,668 -2,141 -0.9%
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