Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

HELEN OF TROY LTD (HELE)

207 + Investors. Track Smart Money conviction in HELE. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -6
Streak
7Q ▼
Buyers last Q
48%

Smart Money Signals — HELE

Based on 187 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 7 quarters in a row

last 6Q
For 7 consecutive quarters, more hedge funds reduced or closed their HELE positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 74% of 3.0Y peak

74% of all-time peak
187 funds currently hold this stock — 74% of the 3.0-year high of 254 funds (reached 2024 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 18% fewer funds vs a year ago

fund count last 6Q
42 fewer hedge funds hold HELE compared to a year ago (-18% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 48% buying

107 buying116 selling
Last quarter: 116 funds reduced or exited vs 107 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new HELE position: 38 → 43 → 36 → 42. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 17% medium ■ 17% new
124 out of 187 hedge funds have held HELE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares -2%, value -17%

Value
-17%
Shares
-1%
Last quarter: funds added -2% more shares while total portfolio value only changed -17%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~42 new funds/quarter

39 → 38 → 43 → 36 → 42 new funds/Q
New funds entering each quarter: 38 → 43 → 36 → 42. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 76% of holders stayed 2+ years

■ 76% veterans ■ 7% 1-2yr ■ 17% new
Of 207 current holders: 157 (76%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 42% AUM from top-100 funds

42% from top-100 AUM funds
33 of 187 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in HELE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.2
out of 10
Low Exit Risk
Exit risk score 2.2/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — HELE

In 2025 Q4, 107 hedge funds were net buyers of HELE (42 opened a new position, 65 added to an existing one), while 116 reduced or exited (68 trimmed, 48 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. This extends a 7-quarter selling streak, suggesting sustained institutional caution. 42% of total institutional value in HELE is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -6 funds (more exits than new entries). Total institutional holders: 187.

Hedge Fund Ownership: HELE

How many hedge funds hold HELE — quarterly history vs. share price
Quarterly hedge fund ownership of HELE vs. share price

Market Analysis: HELE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HELE

Consumer Defensive Household & Personal Products

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

32 top-rated funds 0 high-conviction
Consensus
6.6
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: HELE
2026 Q1 Stats Unlock in 8 days 207 + Investors

Track Smart Money conviction in HELE. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 207 213 -2.82%
13F Shares 24M 24M -1.84%
Total Value $507M $613M -17.31%
New Positions 44 36 +8
Increased Positions 94 107 -13
Closed Positions 50 45 +5
Reduced Positions 91 84 +7
Total Calls 9 10 -10.0%
Total Puts 11 12 -8.33%
PUT/CALL Ratio 1.22 1.2 Bearish

Statistics: HELE

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

207 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in HELE. Verified SEC 13F-HR filings.

Top 25 institutional holders of HELE — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 RWWM, Inc. 1.24% 1,173,829 $16.9M
2 CM Management, LLC 0.84% 70,000 $1.0M
3 PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. 0.51% 356,111 $5.1M
4 Pinnacle Holdings, LLC 0.37% 80,274 $1.2M
5 SummerHaven Investment Management, LLC 0.25% 28,366 $409K
6 Pacific Ridge Capital Partners, LLC 0.18% 57,380 $827K
7 CLARK ESTATES INC/NY 0.12% 34,200 $493K
8 Empirical Asset Management, LLC 0.08% 20,240 $292K
9 Inspire Investing, LLC 0.04% 36,282 $523K
10 PZENA INVESTMENT MANAGEMENT LLC 0.04% 761,173 $11.0M
11 GSA CAPITAL PARTNERS LLP 0.03% 38,108 —
12 Wellington Shields Capital Management, LLC 0.03% 11,800 $170K
13 FEDERATED HERMES, INC. 0.01% 460,762 $6.6M
14 ANGELES WEALTH MANAGEMENT, LLC 0.01% 10,855 $157K
15 Caprock Group, LLC 0.01% 18,843 $272K
16 Leonteq Securities AG 0.01% 11,088 $160K
17 Pflug Koory, LLC 0.00% 705 $10K
18 Versant Capital Management, Inc 0.00% 2,341 $34K
19 Hickory Point Bank & Trust 0.00% 300 $4K
20 LSV ASSET MANAGEMENT 0.00% 73,092 $1K
21 Walleye Capital LLC 0.00% 28,000 $404K
22 EXCHANGE TRADED CONCEPTS, LLC 0.00% 15,464 $223K
23 KLP KAPITALFORVALTNING AS 0.00% 22,800 $329K
24 GAMMA Investing LLC 0.00% 1,728 $25K
25 HSBC HOLDINGS PLC 0.00% 137,389 $1.9M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — HELEN OF TROY LTD (HELE)

What does the Smart Money Trend signal show for HELE?

Selling streak — 7 quarters in a row: For 7 consecutive quarters, more hedge funds reduced or closed their HELE positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for HELE?

More sellers than buyers — 48% buying: Last quarter: 116 funds reduced or exited vs 107 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for HELE holders?

Elite ownership — 42% AUM from top-100 funds: 33 of 187 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in HELE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held HELE?

66% of holders stayed for 2+ years: 124 out of 187 hedge funds have held HELE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.