Marshall Wace
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Marshall Wace’s Helix Energy Solutions HLX Stock Holding History

Marshall Wace’s Portfolio HLX Stock Details HLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$111K Buy
+11,200
New +$95.3K ﹤0.01% 2881
2025
Q2 		– Sell
-211,733
Closed -$1.76M – 2890
2025
Q1 		$1.76M Buy
+211,733
New +$1.78M ﹤0.01% 1521
2024
Q2 		– Sell
-153,516
Closed -$1.66M – 2709
2024
Q1 		$1.66M Buy
153,516
+46,035
+43% +$448K ﹤0.01% 1443
2023
Q4 		$1.1M Sell
107,481
-350,906
-77% -$3.49M ﹤0.01% 1437
2023
Q3 		$5.12M Buy
+458,387
New +$4.42M 0.01% 854
2023
Q2 		– Sell
-157,060
Closed -$1.22M – 2656
2023
Q1 		$1.22M Buy
+157,060
New +$1.23M ﹤0.01% 1720
2022
Q4 		– Sell
-54,400
Closed -$210K – 3133
2022
Q3 		$210K Buy
+54,400
New +$206K ﹤0.01% 3067
2021
Q3 		– Sell
-66,027
Closed -$377K – 3192
2021
Q2 		$377K Buy
+66,027
New +$347K ﹤0.01% 2248
2020
Q1 		– Sell
-297,389
Closed -$2.86M – 1822
2019
Q4 		$2.86M Buy
+297,389
New +$2.57M 0.02% 705
2019
Q2 		– Sell
-621,280
Closed -$4.92M – 1544
2019
Q1 		$4.92M Buy
621,280
+413,761
+199% +$2.96M 0.05% 480
2018
Q4 		$1.12M Buy
+207,519
New +$1.69M 0.01% 886
2017
Q1 		– Sell
-172,162
Closed -$1.52M – 497
2016
Q4 		$1.52M Sell
172,162
-23,647
-12% -$228K 0.01% 694
2016
Q3 		$1.59M Buy
195,809
+171,541
+707% +$1.3M 0.01% 647
2016
Q2 		$164K Buy
+24,268
New +$176K ﹤0.01% 951
2014
Q4 		– Sell
-5,232
Closed -$115K – 868
2014
Q3 		$115K Sell
5,232
-6,568
-56% -$168K ﹤0.01% 821
2014
Q2 		$310K Buy
+11,800
New +$281K ﹤0.01% 754

Other funds holding HLX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Marshall Wace's HLX Position: Q1 2026 in Review

Marshall Wace opened a new position in Helix Energy Solutions (HLX) in Q1 2026: 11,200 shares worth $111K. The stake represents ﹤0.01% of the portfolio and ranks #2881 among its holdings. This is a return to the name: Marshall Wace previously reported a position in HLX as recently as Q1 2025.

Marshall Wace first reported a position in HLX in Q2 2014 and has held it in 16 quarters since. The position peaked at $5.12M in Q3 2023. 274 funds tracked by Wall St. Rank hold HLX as of Q1 2026.

  • Marshall Wace held 11,200 shares of Helix Energy Solutions worth $111K as of Q1 2026.
  • Helix Energy Solutions was a new Marshall Wace position in Q1 2026.
  • Helix Energy Solutions made up ﹤0.01% of Marshall Wace's portfolio in Q1 2026, its #2881 holding.
  • Marshall Wace first reported a position in Helix Energy Solutions in Q2 2014 and has held it in 16 quarters since.
  • Marshall Wace's Helix Energy Solutions position peaked at $5.12M in Q3 2023.
  • 274 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.