Helen of Troy
HELE
188 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.
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: 193 → 188 (-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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
+$10.2M |
| 2 |
RI
RWWM Inc
Rocklin,
California
|
+$9.47M |
| 3 |
PCMI
Paradigm Capital Management Inc
Albany,
New York
|
+$6.34M |
| 4 |
PGCM
Prescott Group Capital Management
Tulsa,
Oklahoma
|
+$4.3M |
| 5 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$3.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$15.8M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$9.59M |
| 3 |
Two Sigma Investments
New York
|
-$8.44M |
| 4 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
-$8.11M |
| 5 |
Capital International Investors
Los Angeles,
California
|
-$5.73M |
HELE Hedge Fund Activity: Q1 2026 in Review
188 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in Helen of Troy (HELE) for Q1 2026, worth a combined $305M — down 36% from $476M a quarter earlier.
Sellers outnumbered buyers: 44 funds closed out of HELE and 41 opened new positions — a net loss of 3 holders — while 59 trimmed existing stakes and 63 added.
The largest buyer was AQR Capital Management, adding an estimated $10.2M. The largest seller was Millennium Management, cutting an estimated $15.8M.
- 188 institutional investors held Helen of Troy (HELE) as of Q1 2026, down from 193 in Q4 2025.
- Funds reported $305M of Helen of Troy stock for Q1 2026, down 36% quarter-over-quarter.
- 41 funds opened new Helen of Troy positions in Q1 2026 and 44 closed out, a net change of -3 holders.
- The largest Helen of Troy buyer in Q1 2026 was AQR Capital Management, an estimated $10.2M added.
- The largest Helen of Troy seller in Q1 2026 was Millennium Management, an estimated $15.8M sold.
Based on aggregated 13F filings for Q1 2026.