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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Citadel Advisors LlcBuy+31,396+84.4%68,583$1.99MQ2 2026Sep 02, 2026
California State Teachers Retirement SystemSell-919-74.1%321$9.33KQ2 2026Aug 24, 2026
Mercer Global Advisors IncBuy+14,729+93.9%30,408$883.96KQ2 2026Aug 19, 2026
Empowered Funds, LlcBuy+58,00558,005$1.69MQ2 2026Aug 17, 2026
Public Employees Retirement System Of OhioBuy+339+9.6%3,869$112.47KQ2 2026Aug 17, 2026
Rwwm, Inc.Sell-699,218-59.6%474,611$13.80MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+678,837678,837$19.73MQ2 2026Aug 14, 2026
Millennium Management LlcBuy+636,368+443.6%779,831$22.67MQ2 2026Aug 14, 2026
Aqr Capital Management LlcBuy+559,816+73.4%1,322,587$37.11MQ2 2026Aug 14, 2026
Woodline Partners LpBuy+367,060367,060$10.67MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+347,770+57.3%954,568$27.75MQ2 2026Aug 14, 2026
Invenomic Capital Management LpSell-292,008-45.0%357,451$10.39MQ2 2026Aug 14, 2026
Goldman Sachs Group IncSell-228,646-46.5%263,128$7.65MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+199,795+1643.9%211,949$6.16MQ2 2026Aug 14, 2026
Hsbc Holdings PlcBuy+160,374+116.7%297,763$8.51MQ2 2026Aug 14, 2026
Barclays PlcSell-151,007-97.4%4,057$117.94KQ2 2026Aug 14, 2026
Charles Schwab Investment Management IncSell-121,927-13.2%802,085$23.32MQ2 2026Aug 14, 2026
Hotchkis & Wiley Capital Management LlcSell-113,820-28.8%282,065$8.20MQ2 2026Aug 14, 2026
Invesco Ltd.Buy+111,966111,966$3.25MQ2 2026Aug 14, 2026
Engineers Gate Manager LpSell-108,263-62.2%65,737$1.91MQ2 2026Aug 14, 2026
Jacobs Levy Equity Management, IncBuy+96,699+82.9%213,294$6.20MQ2 2026Aug 14, 2026
Wellington Management Group LlpBuy+93,350+12.8%824,238$23.96MQ2 2026Aug 14, 2026
D. E. Shaw & Co., Inc.Buy+59,966+7.8%824,267$23.96MQ2 2026Aug 14, 2026
Castleknight Management LpSell-59,800-9.5%569,900$16.57MQ2 2026Aug 14, 2026
Quinn Opportunity Partners LlcBuy+57,41357,413$1.67MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+53,511+37.6%195,808$5.69MQ2 2026Aug 14, 2026
Bridgeway Capital Management, LlcBuy+50,21250,212$1.46MQ2 2026Aug 14, 2026
Blueshift Asset Management, LlcSell-42,365-86.0%6,913$200.96KQ2 2026Aug 14, 2026
Two Sigma Investments, LpBuy+42,23742,237$1.23MQ2 2026Aug 14, 2026
Jain Global LlcBuy+34,97034,970$1.02MQ2 2026Aug 14, 2026
Showing 30 of 201

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.