HLX icon

Helix Energy Solutions
HLX

Overview Fund Activity

227 hedge funds and large institutions have $1.12B invested in Helix Energy Solutions in 2023 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 65 increasing their positions, 95 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
+18
Holders Change %
+8.61%
% of All Funds
3.63%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
37
Increased
65
Reduced
95
Closed
17
Calls
$1.3M
Puts
$810K
Net Calls
+$485K
Net Calls Change
+$34K

Top Buyers

1
Assenagon Asset Management
1
Assenagon Asset Management
Luxembourg
$34.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$30.1M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$74.5M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$8.54M
5
Ameriprise
5
Ameriprise
Minnesota
$12.4M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$6.64M
2
Millennium Management
2
Millennium Management
New York
$39.5M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$15.2M
4
SG
4
Sourcerock Group
Colorado
$0
5
Invesco
5
Invesco
Georgia
$50.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nisa Investment Advisors
76
Nisa Investment Advisors
Missouri
$1.55M +$542 +70 +0%
Amundi
77
Amundi
France
$1.55M +$1.55M +198,157 New
CANY
78
Caxton Associates (New York)
New York
$1.49M +$440K +56,804 +42%
Canada Life
79
Canada Life
Manitoba, Canada
$1.47M -$107K -13,839 -7%
CS
80
Credit Suisse
Switzerland
$1.42M +$49.4K +6,379 +4%
California State Teachers Retirement System (CalSTRS)
81
California State Teachers Retirement System (CalSTRS)
California
$1.39M -$19.1K -2,465 -1%
AG
82
Algert Global
California
$1.38M +$597K +77,119 +76%
RJFSA
83
Raymond James Financial Services Advisors
Florida
$1.37M +$1.37M +176,633 New
UBS AM
84
UBS AM
Illinois
$1.36M -$401K -51,804 -23%
HIS
85
Harvest Investment Services
Illinois
$1.23M +$709K +91,642 +136%
DAM
86
Doheny Asset Management
California
$1.22M +$1.22M +157,767 New
Marshall Wace
87
Marshall Wace
United Kingdom
$1.22M +$1.22M +157,060 New
AllianceBernstein
88
AllianceBernstein
Tennessee
$1.21M -$163K -21,063 -12%
COPPSERS
89
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.17M -$12.6K -1,627 -1%
BF
90
BOK Financial
Oklahoma
$1.16M +$1.16M +150,000 New
Thrivent Financial for Lutherans
91
Thrivent Financial for Lutherans
Minnesota
$1.1M -$38.4K -4,957 -3%
Russell Investments Group
92
Russell Investments Group
United Kingdom
$1.08M -$64.5K -8,329 -6%
BCI
93
Brinker Capital Investments
Pennsylvania
$1.06M -$35.3K -4,555 -3%
OPS
94
Orion Portfolio Solutions
Nebraska
$1.06M +$1.06M +136,991 New
NSIM
95
North Star Investment Management
Illinois
$1.01M – – –
TPSF
96
Texas Permanent School Fund
Texas
$991K +$248K +32,041 +33%
Los Angeles Capital Management
97
Los Angeles Capital Management
California
$988K -$19.9K -2,567 -2%
RA
98
Royce & Associates
New York
$960K -$1.05M -135,423 -52%
GC
99
Guggenheim Capital
Illinois
$900K +$805K +104,048 +855%
JF
100
Jump Financial
Illinois
$831K +$450K +58,088 +118%
2 3
4
5 6