Helen Of Troy

HELE • NASDAQ

Helen Of Troy is a household & personal products company in the consumer defensive sector on NASDAQ, led by Scott Uzzell. As of Q3 2025, 100% of shares are held by 202 institutional investors, with BlackRock, Inc. as the largest holder at 14.99%.

Chief Executive OfficerScott Uzzell

Household & Personal Products

Consumer Defensive

Employees1.9K

Websitehelenoftroy.com

Country

United States of America

Overview

Overview of institutional ownership in HELE as of Q3 2025 with a market cap of $578.5M

All Institutions

Institutions: 202
Value Held: $578.6M
Shares Held: 23.0M
Avg Position: $2.9M
Median Position: $317.6K

Hedge Funds

Hedge Funds: 23
Value Held: $63.9M
Shares Held: 2.5M
Avg Position: $2.8M
Median Position: $575.9K

Ownership Breakdown

Institutional (non-HF)

88.99%

$514.8M

Hedge Funds

11.04%

$63.9M

Retail & Other

Based on market cap of $578.5M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in HELE as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
B BlackRock, Inc. Institution	-	$86.7M 0.00% of portfolio	14.99% 3.4M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
VANGUARD GROUP INC Institution	Salim Ramji CEO	$54.0M 0.00% of portfolio	9.33% 2.1M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
PZENA INVESTMENT MANAGEMENT LLC Long Only Manager	Chenyu Caroline Cai CEO	$25.5M 0.08% of portfolio	4.40% 1.0M shares	Q3 2024 Held for 1y 2m	$30.9B
DIMENSIONAL FUND ADVISORS LP Long Only Manager	Gerard Kieran O'Reilly CEO	$24.1M 0.01% of portfolio	4.16% 954.4K shares	≤ Q2 2013 Held for 12y 5m+	$466.32B
D D. E. Shaw & Co., Inc. Institution	-	$23.9M 0.02% of portfolio	4.13% 948.2K shares	Q2 2022 Held for 3y 5m	$115.81B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$22.6M 0.00% of portfolio	3.91% 898.1K shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
WELLINGTON MANAGEMENT CO LLP Long Only Manager	Jean Marie Hynes CEO	$18.8M 0.00% of portfolio	3.26% 747.2K shares	Q2 2022 Held for 3y 5m	$571.21B
SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager	Omar Aguilar Chavez CEO	$17.8M 0.00% of portfolio	3.07% 705.6K shares	≤ Q2 2013 Held for 12y 5m+	$620.51B
GOLDMAN SACHS GROUP INC Institution	David M. Solomon CEO	$17.0M 0.00% of portfolio	2.94% 674.3K shares	≤ Q2 2013 Held for 12y 5m+	$691.34B
AMERIPRISE FINANCIAL INC Institution	Jim Cracchiolo CEO	$16.6M 0.00% of portfolio	2.87% 658.9K shares	≤ Q2 2013 Held for 12y 5m+	$433.11B

Net Capital Flow

Institutional buying and selling activity for HELE in Q3 2025

Traded: +$45.5M
Buyers: 115
Sellers: 103
Total Bought: +$116.7M
Total Sold: −$71.3M
Avg Position: $2.3M

Biggest Buyers

Institution	Net Bought	Current Position
D D. E. Shaw & Co., Inc. Institution	+$13.3M +526.6K shares	$23.9M 948.2K shares
WELLINGTON MANAGEMENT CO LLP Long Only Manager	+$11.6M +459.0K shares	$18.8M 747.2K shares
GOLDMAN SACHS GROUP INC Institution	+$8.4M +332.4K shares	$17.0M 674.3K shares
RWWM, Inc. RIA/Wealth	+$8.1M +322.3K shares	$13.0M 515.2K shares
JPMORGAN CHASE & CO Institution	+$5.8M +230.4K shares	$6.1M 242.2K shares
I Invenomic Capital Management LP Hedge Fund•Long/Short	+$5.7M +226.3K shares	$14.0M 555.0K shares
AMERIPRISE FINANCIAL INC Institution	+$5.3M +208.9K shares	$16.6M 658.9K shares
P Pacer Advisors, Inc. Institution	+$5.2M +207.7K shares	$5.2M 207.7K shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	+$4.7M +185.8K shares	$4.7M 185.8K shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$4.0M +158.4K shares	$10.6M 421.1K shares

Biggest Sellers

Institution	Net Sold	Current Position
VANGUARD GROUP INC Institution	−$11.7M −465.0K shares	$54.0M 2.1M shares
EARNEST PARTNERS LLC Long Only Manager	−$11.6M −460.0K shares	$7.9M 311.7K shares
FEDERATED INVESTORS INC /PA/ Long Only Manager	−$4.7M −184.9K shares	$4.7M 187.2K shares
BANK OF AMERICA CORP /DE/ Institution	−$4.0M −159.7K shares	$12.1M 478.8K shares
AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$3.4M −136.9K shares	$4.5M 178.6K shares
Marshall Wace LLP Institution	−$3.1M −109.5K shares	Sold Off 0 shares
Engineers Gate Manager LP Hedge Fund•Quant	−$2.6M −93.0K shares	Sold Off 0 shares
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. Hedge Fund•Market Neutral	−$2.6M −92.9K shares	Sold Off 0 shares
VICTORY CAPITAL MANAGEMENT INC Long Only Manager	−$2.3M −81.1K shares	Sold Off 0 shares
DIMENSIONAL FUND ADVISORS LP Long Only Manager	−$2.1M −84.2K shares	$24.1M 954.4K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited HELE in Q3 2025

New Positions: 10
New Value: $4.9M
Exited Positions: 44
Exited Value: $20.5M

New Positions

Institution	Position Value
S Seven Six Capital Management, LLC Institution	$1.4M 54.7K shares
M Moloney Securities Asset Management, LLC RIA/Wealth	$1.1M 44.5K shares
M Mork Capital Management Institution	$1.0M 40.0K shares
SummerHaven Investment Management, LLC Long Only Manager	$894.3K 35.5K shares
Empirical Asset Management, LLC RIA/Wealth	$455.1K 18.1K shares
ISAM Funds Ltd Hedge Fund•Quant	$27.1K 1.1K shares
West Branch Capital LLC RIA/Wealth	$5.1K 204.0 shares
C Cedar Mountain Advisors, LLC RIA/Wealth	$1.1K 45.0 shares
O Optiver Holding B.V. Institution	$958.0 38.0 shares
S Salomon & Ludwin, LLC Institution	$767.0 29.0 shares

Exited Positions

Institution	Previous Position
Marshall Wace LLP Institution	$3.1M 109.5K shares
Engineers Gate Manager LP Hedge Fund•Quant	$2.6M 93.0K shares
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. Hedge Fund•Market Neutral	$2.6M 92.9K shares
VICTORY CAPITAL MANAGEMENT INC Long Only Manager	$2.3M 81.1K shares
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	$993.8K 35.0K shares
Jain Global LLC Hedge Fund•Multi-Strategy	$911.3K 32.1K shares
Y Y-Intercept Ltd Institution	$771.8K 27.2K shares
Point72 Asset Management, L.P. Hedge Fund•Multi-Strategy	$748.6K 26.4K shares
Q QSV Equity Investors LLC Institution	$713.5K 25.1K shares
Q Qube Research & Technologies Ltd Institution	$707.3K 24.9K shares

Options Activity

Institutions with the largest Call and Put options positions in HELE as of Q3 2025

Call Positions: 10
Call Value: $14.3M
Put Positions: 12
Put Value: $27.5M

Call Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$5.1M 2.0K contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$3.0M 1.2K contracts
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	$1.6M 625.0 contracts
CAPITAL FUND MANAGEMENT S.A. Hedge Fund•Quant Macro	$992.9K 394.0 contracts
J JANE STREET GROUP, LLC Institution	$970.2K 385.0 contracts
W WOLVERINE TRADING, LLC Institution	$880.0K 342.0 contracts
Walleye Trading LLC RIA/Wealth	$559.4K 222.0 contracts
BARCLAYS PLC Institution	$471.2K 187.0 contracts
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	$410.8K 163.0 contracts
P PEAK6 LLC Institution	$310.0K 123.0 contracts

Put Positions

Institution	Position Value
D D. E. Shaw & Co., Inc. Institution	$7.1M 2.8K contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$5.0M 2.0K contracts
J JANE STREET GROUP, LLC Institution	$3.6M 1.4K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$3.5M 1.4K contracts
W WOLVERINE TRADING, LLC Institution	$2.4M 941.0 contracts
P PEAK6 LLC Institution	$1.8M 727.0 contracts
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	$1.4M 565.0 contracts
Walleye Trading LLC RIA/Wealth	$808.9K 321.0 contracts
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	$630.0K 250.0 contracts
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	$541.8K 215.0 contracts

Most Committed Institutions

Institutions with HELE as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
S Seven Six Capital Management, LLC Institution	-	1.36% $1.4M	0.24% 54.7K shares	Q3 2025 Held for 2 months	$101.4M
Villanova Investment Management Co LLC Hedge Fund•Value	Edward Anthony Trumpbour Founder	0.94% $1.4M	0.23% 53.9K shares	Q3 2024 Held for 1y 2m	$144.3M
RWWM, Inc. RIA/Wealth	Aaron John Wagner President	0.93% $13.0M	2.24% 515.2K shares	Q2 2025 Held for 5 months	$1.4B
I Invenomic Capital Management LP Hedge Fund•Long/Short	Benjamin Robert Deschaine President	0.73% $14.0M	2.42% 555.0K shares	Q3 2024 Held for 1y 2m	$1.9B
Semanteon Capital Management, LP Hedge Fund•Long/Short	Rajat Lal Managing Partner	0.72% $575.9K	0.10% 22.9K shares	Q3 2025 Held for 2 months	$79.7M
M Mork Capital Management Institution	-	0.69% $1.0M	0.17% 40.0K shares	Q3 2025 Held for 2 months	$145.1M
C CastleKnight Management LP Hedge Fund•Event Driven	Aaron Michael Weitman CIO	0.67% $12.4M	2.14% 491.9K shares	Q2 2025 Held for 5 months	$1.9B
SummerHaven Investment Management, LLC Long Only Manager	Kurt Jonathon Nelson CEO	0.52% $894.3K	0.15% 35.5K shares	Q3 2025 Held for 2 months	$170.9M
C CM Management, LLC Institution	-	0.32% $378.0K	0.07% 15.0K shares	Q2 2025 Held for 5 months	$119.9M
Counterpoint Mutual Funds LLC ETF Provider	Daniel Wendell Krause Managing Partner	0.25% $3.2M	0.55% 125.4K shares	Q2 2025 Held for 5 months	$1.3B

Hedge Fund Spotlight

Discover hedge funds investing in HELE

TWO SIGMA INVESTMENTS LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerScott David Hoffman

Portfolio Value: $62.0B
Positions: 3,252
Last Reported: Q3 2025

Sector Allocation

Position in Helen Of Troy

Market Value: $4.7M
Shares Held: 185.8K
Portfolio Weight: 0.01%
Owned Since: 2020-Q3

Top Holding	Sector	Market Value	Weight
1 SPDR S&P 500 ETF Trust SPY	ETF ETF	$680.4M	1.10%
2 Financial Select Sector SPDR Fund XLF	ETF ETF	$582.6M	0.94%
3 Consumer Staples Select Sector SPDR Fund XLP	ETF ETF	$489.6M	0.79%