Helen Of Troy LTD: which funds bought and sold

Institutions that bought and sold Helen Of Troy shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 121 institutions that filed 13F reports for both quarters added to or opened positions in Helen Of Troy, and 79 cut or closed them. Together they added a net 1.3M shares, +6.3% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 1.4M shares (+19.5%); index fund managers were net buyers of 104K shares (+1.9%). 46 opened a new position and 33 sold out entirely.

Bought, Q2 2026 121 institutions, 46 of them new holders Sold, Q2 2026 79 institutions, 33 of them sold out

Net change, all compared +1.3M shares (+6.3%)

Net change, active managers +1.4M shares (+19.5%), 27 bought, 16 sold

Buyers versus sellers

institutions compared, 230

121 bought 30 79 sold

Active managers and hedge funds 27 bought · 16 sold · +1.4M

Index fund managers 6 bought · 3 sold · +104K

Other institutions 88 bought · 60 sold · −193K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Millennium Management LLC Hedge fund	+636K +443.6%	780K	$22.7M
AQR Capital Management LLC Hedge fund	+560K +73.4%	1.3M	$37.1M
American Century Companies Inc Active manager	+394K +580.3%	461K	$13.4M
Woodline Partners LP Hedge fund	+367K New position	367K	$10.7M
Bank Of America Corp	+348K +57.3%	955K	$27.7M
Susquehanna International Group, LLP	+200K +1643.9%	212K	$6.2M
Dimensional Fund Advisors LP	+194K +38.9%	693K	$20.1M
Renaissance Technologies LLC Hedge fund	+165K +417.1%	205K	$6M
HSBC Holdings PLC	+160K +116.7%	298K	$8.5M
Pacer Advisors, Inc.	+157K New position	157K	$4.6M
Panagora Asset Management Inc Active manager	+147K New position	147K	$4.3M
Blackrock, Inc. Index funds	+137K +7.9%	1.9M	$54.7M
Earnest Partners LLC Active manager	+101K +42.4%	338K	$9.8M
Jacobs Levy Equity Management, Inc Active manager	+97K +82.9%	213K	$6.2M
Wellington Management Group LLP Active manager	+93K +12.8%	824K	$24M
Prescott Group Capital Management, L.L.C.	+82K +22.9%	438K	$12.7M
Ieq Capital, LLC	+78K +232.2%	111K	$3.2M
Gsa Capital Partners LLP	+73K +190.9%	111K	$3.2M
Franklin Resources Inc Active manager	+71K +449.0%	87K	$2.5M
FMR LLC Active manager	+69K +1631.2%	73K	$2.1M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Millennium Management LLC Hedge fund	+636K +443.6%	780K	$22.7M
AQR Capital Management LLC Hedge fund	+560K +73.4%	1.3M	$37.1M
American Century Companies Inc Active manager	+394K +580.3%	461K	$13.4M
Woodline Partners LP Hedge fund	+367K New position	367K	$10.7M
Renaissance Technologies LLC Hedge fund	+165K +417.1%	205K	$6M
Panagora Asset Management Inc Active manager	+147K New position	147K	$4.3M
Earnest Partners LLC Active manager	+101K +42.4%	338K	$9.8M
Jacobs Levy Equity Management, Inc Active manager	+97K +82.9%	213K	$6.2M
Wellington Management Group LLP Active manager	+93K +12.8%	824K	$24M
Franklin Resources Inc Active manager	+71K +449.0%	87K	$2.5M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Rwwm, Inc.	−699K −59.6%	475K	$13.8M
Paradigm Capital Management Inc	−439K −47.4%	488K	$14.2M
Rubric Capital Management LP Hedge fund	−366K Sold out	0	—
Invenomic Capital Management LP Hedge fund	−292K −45.0%	357K	$10.4M
Balyasny Asset Management L.P. Hedge fund	−257K Sold out	0	—
Goldman Sachs Group Inc	−229K −46.5%	263K	$7.6M
Marshall Wace, LLP Hedge fund	−223K Sold out	0	—
Barclays PLC	−151K −97.4%	4,057	$117,937
Jpmorgan Chase & Co	−147K −76.4%	45K	$1.3M
Charles Schwab Investment Management Inc Index funds	−122K −13.2%	802K	$23.3M
Hotchkis & Wiley Capital Management LLC Active manager	−114K −28.8%	282K	$8.2M
Engineers Gate Manager LP Hedge fund	−108K −62.2%	66K	$1.9M
Federated Hermes, Inc. Active manager	−103K −22.3%	358K	$10.4M
Aquatic Capital Management LLC	−101K Sold out	0	—
Landscape Capital Management, L.L.C.	−98K Sold out	0	—
Pzena Investment Management LLC Active manager	−85K −11.1%	677K	$19.7M
Seven Six Capital Management, LLC	−76K Sold out	0	—
Cm Management, LLC	−70K Sold out	0	—
Castleknight Management LP Hedge fund	−60K −9.5%	570K	$16.6M
BNP Paribas Asset Management Holding S.A.	−55K Sold out	0	—

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Rubric Capital Management LP Hedge fund	−366K Sold out	0	—
Invenomic Capital Management LP Hedge fund	−292K −45.0%	357K	$10.4M
Balyasny Asset Management L.P. Hedge fund	−257K Sold out	0	—
Marshall Wace, LLP Hedge fund	−223K Sold out	0	—
Hotchkis & Wiley Capital Management LLC Active manager	−114K −28.8%	282K	$8.2M
Engineers Gate Manager LP Hedge fund	−108K −62.2%	66K	$1.9M
Federated Hermes, Inc. Active manager	−103K −22.3%	358K	$10.4M
Pzena Investment Management LLC Active manager	−85K −11.1%	677K	$19.7M
Castleknight Management LP Hedge fund	−60K −9.5%	570K	$16.6M
Tudor Investment Corp Et Al Hedge fund	−35K −66.3%	18K	$515,818

New positions

largest by value

Institution	Shares	Value June 30, 2026
Woodline Partners LPHedge fund	367K	$10.7M
Pacer Advisors, Inc.	157K	$4.6M
Panagora Asset Management IncActive manager	147K	$4.3M
Y-Intercept (Hong Kong) Ltd	62K	$1.8M
Mariner, LLC	58K	$1.7M
Empowered Funds, LLC	58K	$1.7M
Quinn Opportunity Partners LLC	57K	$1.7M
Wedge Capital Management L L PActive manager	53K	$1.5M
Bridgeway Capital Management, LLCActive manager	50K	$1.5M
Two Sigma Investments, LPHedge fund	42K	$1.2M

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Rubric Capital Management LPHedge fund	366K	$5.3M
Balyasny Asset Management L.P.Hedge fund	257K	$3.7M
Marshall Wace, LLPHedge fund	223K	$3.2M
Aquatic Capital Management LLC	101K	$1.5M
Landscape Capital Management, L.L.C.	98K	$1.4M
Seven Six Capital Management, LLC	76K	$1.1M
Cm Management, LLC	70K	$1M
BNP Paribas Asset Management Holding S.A.	55K	$787,577
Aster Capital Management (Difc) Ltd	12K	$661,190
Jane Street Group, LLC	41K	$589,230

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 198
Ten largest holders: 43.5%
Index fund managers: 24.9%
Active managers and hedge funds: 38.9%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	27	16	11	8	+1.4M	+19.5%
Index fund managers	6	3	0	0	+104K	+1.9%
Other institutions	88	60	35	25	−193K	−2.3%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Helen Of Troy.

Only managers that filed a holdings report for both quarters are compared (230 here). 3 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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