We are live on ! Find out more
HLX icon

Helix Energy Solutions
HLX

210 hedge funds and large institutions have $968M invested in Helix Energy Solutions in 2022 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 75 increasing their positions, 75 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 16

88% more capital invested

Capital invested by funds: $514M → $968M (+$454M)

68% more call options, than puts

Call options by funds: $1.11M | Put options by funds: $664K

7% more funds holding

Funds holding: 196 → 210 (+14)

3.88% more ownership

Funds ownership: 87.8% → 91.68% (+3.9%)

0% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 75

Holders
210
Holders Change
+14
Holders Change %
+7.14%
% of All Funds
3.38%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
31
Increased
75
Reduced
75
Closed
16
Calls
$1.11M
Puts
$664K
Net Calls
+$451K
Net Calls Change
+$1.94M

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$18.5M
2
Invesco
Invesco
Georgia
+$5.41M
3
BlackRock
BlackRock
New York
+$4.76M
4
LP
LMR Partners
United Kingdom
+$4.66M
5
Morgan Stanley
Morgan Stanley
New York
+$3.94M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$5.45M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$5.1M
3
First Manhattan
First Manhattan
New York
-$3.65M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.55M
5
EAM
Eagle Asset Management
Florida
-$2.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
CS
76
Credit Suisse
Switzerland
$1.3M +$316K +52,634 +42%
EGM
77
Engineers Gate Manager
New York
$1.22M +$327K +54,516 +49%
COPPSERS
78
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.13M +$137K +22,785 +18%
SSA
79
Schonfeld Strategic Advisors
New York
$1.13M +$43.2K +7,200 +5%
AIM
80
Aigen Investment Management
New York
$1.12M +$541K +90,021 +145%
Wolverine Trading
81
Wolverine Trading
Illinois
$1.12M +$269K +44,739 +42%
Squarepoint
82
Squarepoint
New York
$1.1M -$619K -103,015 -41%
Russell Investments Group
83
Russell Investments Group
United Kingdom
$1.1M -$177K -29,396 -17%
Thrivent Financial for Lutherans
84
Thrivent Financial for Lutherans
Minnesota
$1.08M -$6.29K -1,048 -0.7%
Tudor Investment Corp
85
Tudor Investment Corp
Connecticut
$1.07M -$349K -58,107 -29%
Prudential Financial
86
Prudential Financial
New Jersey
$1.06M -$214K -35,600 -20%
BCI
87
Brinker Capital Investments
Pennsylvania
$1.04M -$319K -53,183 -27%
Balyasny Asset Management
88
Balyasny Asset Management
Illinois
$1,000K +$813K +135,437 New
CANY
89
Caxton Associates (New York)
New York
$998K +$656K +109,289 +422%
BFM
90
Boothbay Fund Management
New York
$997K +$334K +55,577 +70%
NSIM
91
North Star Investment Management
Illinois
$966K +$786K +130,904 New
Los Angeles Capital Management
92
Los Angeles Capital Management
California
$961K +$11.2K +1,863 +1%
Citigroup
93
Citigroup
New York
$884K +$107K +17,818 +17%
QT
94
Quantbot Technologies
New York
$847K -$24.7K -4,120 -3%
SEI Investments
95
SEI Investments
Pennsylvania
$845K +$225K +37,469 +49%
CP
96
CenterBook Partners
Connecticut
$836K -$1.34M -223,200 -66%
AG
97
Algert Global
California
$749K +$609K +101,470 New
SOADOR
98
State of Alaska Department of Revenue
Alaska
$733K +$3.79K +631 +0.6%
QC
99
Quadrature Capital
United Kingdom
$728K +$189K +31,549 +47%
TPSF
100
Texas Permanent School Fund
Texas
$708K -$39.8K -6,630 -6%
2 3
4
5 6

HLX Hedge Fund Activity: Q4 2022 in Review

210 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Helix Energy Solutions (HLX) for Q4 2022, worth a combined $968M — up 88% from $514M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new HLX positions and 16 closed out — a net gain of 15 holders — while 75 added to existing stakes and 75 trimmed.

The largest buyer was Millennium Management, adding an estimated $18.5M. The largest seller was Fidelity Investments, cutting an estimated $5.45M.

  • 210 institutional investors held Helix Energy Solutions (HLX) as of Q4 2022, up from 196 in Q3 2022.
  • Funds reported $968M of Helix Energy Solutions stock for Q4 2022, up 88% quarter-over-quarter.
  • 31 funds opened new Helix Energy Solutions positions in Q4 2022 and 16 closed out, a net change of +15 holders.
  • The largest Helix Energy Solutions buyer in Q4 2022 was Millennium Management, an estimated $18.5M added.
  • The largest Helix Energy Solutions seller in Q4 2022 was Fidelity Investments, an estimated $5.45M sold.

Based on aggregated 13F filings for Q4 2022.