HLX icon

Helix Energy Solutions
HLX

Overview Fund Activity

217 hedge funds and large institutions have $2.18B invested in Helix Energy Solutions in 2013 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 78 increasing their positions, 76 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
-11
Holders Change %
-4.82%
% of All Funds
6.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
78
Reduced
76
Closed
39
Calls
$5.69M
Puts
$4.16M
Net Calls
+$1.53M
Net Calls Change
-$790K

Top Buyers

1
BIT
1
BlackRock Institutional Trust
California
$85.8M
2
RHJA
2
Rice Hall James & Associates
California
$14.9M
3
FIM
3
Foresters Investment Management
New York
$11.7M
4
Wells Fargo
4
Wells Fargo
California
$82.8M
5
Victory Capital Management
5
Victory Capital Management
Texas
$26.6M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$46.3M
2
CCM
2
Century Capital Management
Massachusetts
$0
3
EAM
3
Eagle Asset Management
Florida
$25.5M
4
O
4
OppenheimerFunds
New York
$0
5
FA
5
Friess Associates
Delaware
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Federated Hermes
101
Federated Hermes
Pennsylvania
$1.51M -$71K -3,064 -4%
Two Sigma Investments
102
Two Sigma Investments
New York
$1.5M +$1.5M +64,585 New
RFS
103
Rockefeller Financial Services
New York
$1.44M +$10.6K +456 +0.7%
KeyBank National Association
104
KeyBank National Association
Ohio
$1.43M +$319K +13,775 +29%
TC
105
TFS Capital
Pennsylvania
$1.39M +$472K +20,375 +52%
Bank of Montreal
106
Bank of Montreal
Ontario, Canada
$1.32M -$205K -8,830 -13%
Lazard Asset Management
107
Lazard Asset Management
New York
$1.31M -$1.28M -55,437 -50%
GCM
108
GeoSphere Capital Management
Florida
$1.22M – – –
Nuveen Asset Management
109
Nuveen Asset Management
Illinois
$1.1M +$14.8K +639 +1%
SAM
110
Shell Asset Management
Netherlands
$1.08M +$171K +7,369 +19%
SOMRS
111
State of Michigan Retirement System
Michigan
$1.07M +$6.96K +300 +0.7%
SCP
112
Seizert Capital Partners
Michigan
$1.04M +$51.9K +2,240 +5%
UBS AM
113
UBS AM
Illinois
$994K -$123K -5,300 -11%
Fidelity International
114
Fidelity International
Bermuda
$975K -$7.89M -340,157 -89%
Nisa Investment Advisors
115
Nisa Investment Advisors
Missouri
$960K – – –
PCP
116
Perimeter Capital Partners
Georgia
$952K -$1.46M -63,038 -61%
Legal & General Group
117
Legal & General Group
United Kingdom
$949K – – –
AWCI
118
Alpine Woods Capital Investors
New York
$927K – – –
MSA
119
Mason Street Advisors
Wisconsin
$903K -$2.78K -120 -0.3%
ARTA
120
A.R.T. Advisors
New York
$879K +$879K +37,936 New
RFC
121
Russell Frank Company
Washington
$868K -$1.21M -56,230 -58%
FMT
122
First Mercantile Trust
Tennessee
$847K -$45.6K -1,970 -5%
PCM
123
Prelude Capital Management
New York
$811K – – –
PGIM
124
Pacific Global Investment Management
California
$809K +$90.4K +3,900 +13%
EMG
125
Ellington Management Group
Connecticut
$800K +$800K +34,500 New
3 4
5
6 7