Helen of Troy
HELE
206 hedge funds and large institutions have $579M invested in Helen of Troy in 2025 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 70 increasing their positions, 65 reducing their positions, and 43 closing their positions.
8% more repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 65
2% less first-time investments, than exits
New positions opened: 42 | Existing positions closed: 43
1% less funds holding
Funds holding: 209 → 206 (-3)
3.85% less ownership
Funds ownership: 103.9% → 100.05% (-3.8%)
14% less capital invested
Capital invested by funds: $677M → $579M (-$97.9M)
47% less call options, than puts
Call options by funds: $15.7M | Put options by funds: $29.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
D.E. Shaw & Co
New York
|
+$12.8M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$11.1M |
| 3 |
Goldman Sachs
New York
|
+$8.05M |
| 4 |
RI
RWWM Inc
Rocklin,
California
|
+$7.81M |
| 5 |
JP Morgan Chase
New York
|
+$5.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$62.6M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$11.3M |
| 3 |
EARNEST Partners
Atlanta,
Georgia
|
-$11.1M |
| 4 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$4.48M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$3.87M |
HELE Hedge Fund Activity: Q3 2025 in Review
206 of the 7,640 institutional investors tracked by Wall St. Rank reported a position in Helen of Troy (HELE) for Q3 2025, worth a combined $579M — down 14% from $677M a quarter earlier.
Sellers outnumbered buyers: 43 funds closed out of HELE and 42 opened new positions — a net loss of 1 holder — while 65 trimmed existing stakes and 70 added.
The largest buyer was D.E. Shaw & Co, adding an estimated $12.8M. The largest seller was Fidelity Investments, cutting an estimated $62.6M.
- 206 institutional investors held Helen of Troy (HELE) as of Q3 2025, down from 209 in Q2 2025.
- Funds reported $579M of Helen of Troy stock for Q3 2025, down 14% quarter-over-quarter.
- 42 funds opened new Helen of Troy positions in Q3 2025 and 43 closed out, a net change of -1 holder.
- The largest Helen of Troy buyer in Q3 2025 was D.E. Shaw & Co, an estimated $12.8M added.
- The largest Helen of Troy seller in Q3 2025 was Fidelity Investments, an estimated $62.6M sold.
Based on aggregated 13F filings for Q3 2025.