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Helen of Troy

187 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.

New
Increased
Maintained
Reduced
Closed

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: 192187 (-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

Holders
187
Holders Change
-5
Holders Change %
-2.6%
% of All Funds
2.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
41
Increased
63
Reduced
59
Closed
44
Calls
$5.64M
Puts
$14.7M
Net Calls
-$9.02M
Net Calls Change
-$3.72M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$25.2M -$269K -15,398 -0.9%
RI
2
RWWM Inc
California
$16.9M +$9.47M +541,689 +86%
VCM
3
Vanguard Capital Management
Pennsylvania
$14.5M +$17.6M +1,006,864 New
PCMI
4
Paradigm Capital Management Inc
New York
$13.4M +$6.34M +362,900 +64%
Charles Schwab
5
Charles Schwab
California
$13.3M +$746K +42,668 +5%
D.E. Shaw & Co
6
D.E. Shaw & Co
New York
$11M +$271K +15,518 +2%
Pzena Investment Management
7
Pzena Investment Management
New York
$11M -$3.26M -186,395 -20%
AQR Capital Management
8
AQR Capital Management
Connecticut
$10.8M +$10.2M +585,479 +330%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$10.5M -$455K -26,021 -3%
ICM
10
Invenomic Capital Management
Massachusetts
$9.37M +$982K +56,149 +9%
Ameriprise
11
Ameriprise
Minnesota
$9.23M -$2.53M -144,512 -18%
CM
12
CastleKnight Management
New York
$9.08M +$2.82M +161,400 +34%
Bank of America
13
Bank of America
North Carolina
$8.75M -$730K -41,750 -6%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$8.34M +$369K +21,119 +4%
State Street
15
State Street
Massachusetts
$7.44M +$474K +27,131 +6%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$7.19M -$3.53M -201,859 -29%
Goldman Sachs
17
Goldman Sachs
New York
$7.09M -$347K -19,856 -4%
Federated Hermes
18
Federated Hermes
Pennsylvania
$6.64M +$3.27M +186,869 +68%
Hotchkis & Wiley Capital Management
19
Hotchkis & Wiley Capital Management
California
$5.71M +$56.3K +3,220 +0.8%
RCMNY
20
Rubric Capital Management (New York)
New York
$5.28M +$1.91M +109,289 +43%
PGCM
21
Prescott Group Capital Management
Oklahoma
$5.14M +$4.3M +245,820 +223%
VPM
22
Vanguard Portfolio Management
Pennsylvania
$4.8M +$5.81M +332,593 New
Morgan Stanley
23
Morgan Stanley
New York
$4.05M -$1.64M -93,769 -25%
Balyasny Asset Management
24
Balyasny Asset Management
Illinois
$3.71M +$3.11M +177,931 +225%
EARNEST Partners
25
EARNEST Partners
Georgia
$3.43M -$437K -24,993 -10%