HELEN OF TROY LTD (HELE) Institutional Ownership Changes & 13F Activity
HELEN OF TROY LTD (HELE). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Rwwm, Inc., Ameriprise Financial Inc, Millennium Management Llc, Aqr Capital Management Llc, and Woodline Partners Lp.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Buy | +31,396 | +84.4% | 68,583 | $1.99M | Q2 2026 | Sep 02, 2026 |
| California State Teachers Retirement System | Sell | -919 | -74.1% | 321 | $9.33K | Q2 2026 | Aug 24, 2026 |
| Mercer Global Advisors Inc | Buy | +14,729 | +93.9% | 30,408 | $883.96K | Q2 2026 | Aug 19, 2026 |
| Empowered Funds, Llc | Buy | +58,005 | — | 58,005 | $1.69M | Q2 2026 | Aug 17, 2026 |
| Public Employees Retirement System Of Ohio | Buy | +339 | +9.6% | 3,869 | $112.47K | Q2 2026 | Aug 17, 2026 |
| Rwwm, Inc. | Sell | -699,218 | -59.6% | 474,611 | $13.80M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +678,837 | — | 678,837 | $19.73M | Q2 2026 | Aug 14, 2026 |
| Millennium Management Llc | Buy | +636,368 | +443.6% | 779,831 | $22.67M | Q2 2026 | Aug 14, 2026 |
| Aqr Capital Management Llc | Buy | +559,816 | +73.4% | 1,322,587 | $37.11M | Q2 2026 | Aug 14, 2026 |
| Woodline Partners Lp | Buy | +367,060 | — | 367,060 | $10.67M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +347,770 | +57.3% | 954,568 | $27.75M | Q2 2026 | Aug 14, 2026 |
| Invenomic Capital Management Lp | Sell | -292,008 | -45.0% | 357,451 | $10.39M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Sell | -228,646 | -46.5% | 263,128 | $7.65M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +199,795 | +1643.9% | 211,949 | $6.16M | Q2 2026 | Aug 14, 2026 |
| Hsbc Holdings Plc | Buy | +160,374 | +116.7% | 297,763 | $8.51M | Q2 2026 | Aug 14, 2026 |
| Barclays Plc | Sell | -151,007 | -97.4% | 4,057 | $117.94K | Q2 2026 | Aug 14, 2026 |
| Charles Schwab Investment Management Inc | Sell | -121,927 | -13.2% | 802,085 | $23.32M | Q2 2026 | Aug 14, 2026 |
| Hotchkis & Wiley Capital Management Llc | Sell | -113,820 | -28.8% | 282,065 | $8.20M | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | Buy | +111,966 | — | 111,966 | $3.25M | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager Lp | Sell | -108,263 | -62.2% | 65,737 | $1.91M | Q2 2026 | Aug 14, 2026 |
| Jacobs Levy Equity Management, Inc | Buy | +96,699 | +82.9% | 213,294 | $6.20M | Q2 2026 | Aug 14, 2026 |
| Wellington Management Group Llp | Buy | +93,350 | +12.8% | 824,238 | $23.96M | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | Buy | +59,966 | +7.8% | 824,267 | $23.96M | Q2 2026 | Aug 14, 2026 |
| Castleknight Management Lp | Sell | -59,800 | -9.5% | 569,900 | $16.57M | Q2 2026 | Aug 14, 2026 |
| Quinn Opportunity Partners Llc | Buy | +57,413 | — | 57,413 | $1.67M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +53,511 | +37.6% | 195,808 | $5.69M | Q2 2026 | Aug 14, 2026 |
| Bridgeway Capital Management, Llc | Buy | +50,212 | — | 50,212 | $1.46M | Q2 2026 | Aug 14, 2026 |
| Blueshift Asset Management, Llc | Sell | -42,365 | -86.0% | 6,913 | $200.96K | Q2 2026 | Aug 14, 2026 |
| Two Sigma Investments, Lp | Buy | +42,237 | — | 42,237 | $1.23M | Q2 2026 | Aug 14, 2026 |
| Jain Global Llc | Buy | +34,970 | — | 34,970 | $1.02M | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about HELE activity
Which institutional owners are buying HELE?
Institutional owners buying HELE include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in HELE activity?
"Buy" means an investor increased their reported position in HELE compared to the prior reporting period. This reflects growing exposure to HELEN OF TROY LTD (HELE) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in HELE increasing?
Institutional interest in HELE can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related HELE Institutional Insights
- HELE Overview
- HELE 13F Institutional Holders
- HELE Top Institutional Shareholders
- Consumer Defensive Sector Institutional Ownership
- Consumer Defensive Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Consumer Defensive Stocks By Institutional Investors
- Most Sold Consumer Defensive Stocks By Institutional Investors
- HELE Insider Trading & SEC Form 4 Activity
- HELE Articles
- Top Institutional Investor Stock Rankings