HELE
Helen of Troy Limited · Consumer Defensive · Household & Personal Products
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +3.2% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 76 | +3 | 15.88M | $459.58M | +9 | −6 |
| Q1 2026 | 75 | 0 | 13.50M | $194.53M | +8 | −8 |
| Q4 2025 | 75 | +2 | 16.14M | $343.05M | +3 | −1 |
| Q3 2025 | 16 | 0 | 11.02M | $277.82M | +2 | −2 |
| Q2 2025 | 13 | -3 | 11.60M | $329.04M | — | −3 |
| Q1 2025 | 13 | 0 | 3.01M | $161.06M | +2 | −2 |
| Q4 2024 | 13 | -1 | 2.92M | $174.63M | +1 | −2 |
| Q3 2024 | 13 | -2 | 2.14M | $132.59M | — | −2 |
| Q2 2024 | 15 | — | 2.50M | $232.26M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (passive) | 907.60K | -2.6% | $48.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 560.83K | +4.9% | $30.01M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passive) | 560.83K | +4.9% | $30.01M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Arrowstreet Capital ✦ | 507.34K | -21.6% | $27.14M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Wellington Management ✦ | 279.62K | +16.6% | $14.96M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Wellington Management ✦ | 279.62K | +16.6% | $14.96M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Wellington Management ✦ | 279.62K | +16.6% | $14.96M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Wellington Management ✦ | 279.62K | +16.6% | $14.96M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Millennium Management ✦ | 261.97K | New | $14.01M | 0.0% | New | 1 | SEC ↗ |
| 10 | D. E. Shaw & Co. ✦ | 205.31K | +3.6% | $10.98M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | AQR Capital Management ✦ | 109.51K | -43.8% | $5.81M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | AQR Capital Management ✦ | 109.51K | -43.8% | $5.81M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | AQR Capital Management ✦ | 109.51K | -43.8% | $5.81M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | AQR Capital Management ✦ | 109.51K | -43.8% | $5.81M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 15 | AQR Capital Management ✦ | 109.51K | -43.8% | $5.81M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | Marshall Wace ✦ | 69.34K | New | $3.71M | 0.0% | New | 1 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 48.24K | -55.2% | $2.58M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 48.24K | -55.2% | $2.58M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 19 | T. Rowe Price ✦ | 22.70K | +4.4% | $1.22M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | T. Rowe Price ✦ | 22.70K | +4.4% | $1.22M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 21 | Point72 Asset Management ✦ | 14.54K | +238.1% | $777,727 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Two Sigma Investments ✦ | 13.78K | +91.1% | $736,932 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 23 | Fisher Asset Management ✦ | 10.87K | 0.0% | $581,275 | 0.0% | Held | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Millennium Management | $14.01M | 0.0% |
| Marshall Wace | $3.71M | 0.0% |
Exited
| Gotham Asset Management | $1.01M | was 0.0% |
| Bridgewater Associates | $258,765 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 187 holders, 21.01M shares, $303.60M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.