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Helix Energy Solutions
HLX

Overview Fund Activity

191 hedge funds and large institutions have $620M invested in Helix Energy Solutions in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 67 increasing their positions, 64 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
+5
Holders Change %
+2.69%
% of All Funds
3.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
67
Reduced
64
Closed
23
Calls
$1.39M
Puts
$178K
Net Calls
+$1.21M
Net Calls Change
+$1.11M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$10.4M
2
Two Sigma Investments
Two Sigma Investments
New York
$6.81M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$20.6M
4
VanEck Associates
VanEck Associates
New York
$35.4M
5
State Street
State Street
Massachusetts
$34.4M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
$38.2M
2
Millennium Management
Millennium Management
New York
$289K
3
GCP
GSA Capital Partners
United Kingdom
$62K
4
Morgan Stanley
Morgan Stanley
New York
$2.99M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$7.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
T. Rowe Price Associates
151
T. Rowe Price Associates
Maryland
$61K +$61K +12,706 New
AIP
152
Ameritas Investment Partners
Nebraska
$60K – – –
NIMC
153
Nierenberg Investment Management Company
Washington
$59K +$59K +12,255 New
Commonwealth Equity Services
154
Commonwealth Equity Services
Massachusetts
$55K -$28.3K -6,000 -34%
Zurich Cantonal Bank
155
Zurich Cantonal Bank
Switzerland
$55K – – –
PAMS
156
Pictet Asset Management (Switzerland)
Switzerland
$52K – – –
CIBC Asset Management
157
CIBC Asset Management
Ontario, Canada
$51K – – –
LPL Financial
158
LPL Financial
California
$51K +$10 +2 +0%
PWPS
159
Pinnacle Wealth Planning Services
Ohio
$51K +$1.62K +336 +3%
PGFC
160
Peapack-Gladstone Financial Corp
New Jersey
$48K – – –
MLICM
161
Metropolitan Life Insurance Company (MetLife)
New York
$43.3K -$134K -28,122 -76%
Royal Bank of Canada
162
Royal Bank of Canada
Ontario, Canada
$42K -$57.2K -12,037 -58%
CAPTRUST Financial Advisors
163
CAPTRUST Financial Advisors
North Carolina
$33K +$15.8K +3,298 +91%
Macquarie Group
164
Macquarie Group
Australia
$26K -$134 -28,034 -0.5%
GWM
165
Geneos Wealth Management
Colorado
$24K +$24K +5,030 New
SOW
166
State of Wyoming
Wyoming
$21K +$21K +4,412 New
HWM
167
HighMark Wealth Management
Minnesota
$20K +$20K +4,250 New
SWA
168
Sutton Wealth Advisors
Florida
$13.6K -$5.59K -1,170 -29%
Carson Wealth (CWM LLC)
169
Carson Wealth (CWM LLC)
Nebraska
$11K – – –
LC
170
Lindbrook Capital
California
$10K +$5.42K +1,078 +118%
Fifth Third Bancorp
171
Fifth Third Bancorp
Ohio
$8K – – –
PWMG
172
Prestige Wealth Management Group
New Jersey
$8K – – –
TH
173
TCTC Holdings
Texas
$8K – – –
VCM
174
Versant Capital Management
Arizona
$8K +$306 +65 +4%
EI
175
Ellevest Inc
New York
$6K -$3.57K -685 -37%
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7
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