Helen of Troy
HELE
193 hedge funds and large institutions have $476M invested in Helen of Troy in 2025 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 63 increasing their positions, 63 reducing their positions, and 49 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 63
2.72% less ownership
Funds ownership: 100.05% → 97.33% (-2.7%)
6% less funds holding
Funds holding: 206 → 193 (-13)
16% less first-time investments, than exits
New positions opened: 41 | Existing positions closed: 49
18% less capital invested
Capital invested by funds: $579M → $476M (-$102M)
25% less call options, than puts
Call options by funds: $16.2M | Put options by funds: $21.5M
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$12.8M |
| 2 |
PCMI
Paradigm Capital Management Inc
Albany,
New York
|
+$11.5M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$10M |
| 4 |
Jane Street
New York
|
+$5.58M |
| 5 |
RCMNY
Rubric Capital Management (New York)
New York
|
+$5.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$34.3M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$12.5M |
| 3 |
State Street
Boston,
Massachusetts
|
-$8.36M |
| 4 |
MGP
M&G plc
London,
United Kingdom
|
-$8.26M |
| 5 |
Pacer Advisors
Malvern,
Pennsylvania
|
-$5.23M |
HELE Hedge Fund Activity: Q4 2025 in Review
193 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in Helen of Troy (HELE) for Q4 2025, worth a combined $476M — down 18% from $579M a quarter earlier.
Sellers outnumbered buyers: 49 funds closed out of HELE and 41 opened new positions — a net loss of 8 holders — while 63 trimmed existing stakes and 63 added.
The largest buyer was Millennium Management, adding an estimated $12.8M. The largest seller was BlackRock, cutting an estimated $34.3M.
- 193 institutional investors held Helen of Troy (HELE) as of Q4 2025, down from 206 in Q3 2025.
- Funds reported $476M of Helen of Troy stock for Q4 2025, down 18% quarter-over-quarter.
- 41 funds opened new Helen of Troy positions in Q4 2025 and 49 closed out, a net change of -8 holders.
- The largest Helen of Troy buyer in Q4 2025 was Millennium Management, an estimated $12.8M added.
- The largest Helen of Troy seller in Q4 2025 was BlackRock, an estimated $34.3M sold.
Based on aggregated 13F filings for Q4 2025.