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Helix Energy Solutions
HLX

Overview Fund Activity

196 hedge funds and large institutions have $514M invested in Helix Energy Solutions in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 74 increasing their positions, 66 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
+6
Holders Change %
+3.16%
% of All Funds
3.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
31
Increased
74
Reduced
66
Closed
25
Calls
$567K
Puts
$2.05M
Net Calls
-$1.49M
Net Calls Change
-$2.31M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$11M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$6.62M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$10.7M
4
Citadel Advisors
4
Citadel Advisors
Florida
$6.07M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$5.06M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$489K
2
VanEck Associates
2
VanEck Associates
New York
$18.5M
3
Macquarie Group
3
Macquarie Group
Australia
$24K
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$15M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$30.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rafferty Asset Management
151
Rafferty Asset Management
New York
$60K -$24.9K -6,442 -29%
Commonwealth Equity Services
152
Commonwealth Equity Services
Massachusetts
$60K +$15.3K +4,000 +34%
Stifel Financial
153
Stifel Financial
Missouri
$58K -$2.3K -600 -4%
SS
154
Simplicity Solutions
Minnesota
$53K +$8.74K +2,243 +20%
CNC
155
Canandaigua National Corp
New York
$52K -$1.73K -448 -3%
CC
156
Centiva Capital
New York
$52K +$52K +13,263 New
AIP
157
Ameritas Investment Partners
Nebraska
$48K – – –
UBS Group
158
UBS Group
Switzerland
$48K +$40.3K +10,494 +524%
KBC Group
159
KBC Group
Belgium
$47K – – –
PFO
160
Pathstone Family Office
New Jersey
$43K +$43K +11,268 New
PAMS
161
Pictet Asset Management (Switzerland)
Switzerland
$42K – – –
CIBC Asset Management
162
CIBC Asset Management
Ontario, Canada
$42K – – –
PCM
163
Penn Capital Management
Pennsylvania
$42K +$42K +10,856 New
PWPS
164
Pinnacle Wealth Planning Services
Ohio
$40K -$1.31K -336 -3%
LPL Financial
165
LPL Financial
California
$40K – – –
PGFC
166
Peapack-Gladstone Financial Corp
New Jersey
$39K – – –
Carson Wealth (CWM LLC)
167
Carson Wealth (CWM LLC)
Nebraska
$39K +$29.1K +7,453 +293%
MLICM
168
Metropolitan Life Insurance Company (MetLife)
New York
$35K – – –
PHK
169
Point72 Hong Kong
Hong Kong
$29K +$23.1K +5,903 +388%
Macquarie Group
170
Macquarie Group
Australia
$24K -$11.3M -2,969,154 -100%
Royal Bank of Canada
171
Royal Bank of Canada
Ontario, Canada
$22K +$18.6K +4,779 +554%
PI
172
PineBridge Investments
New York
$13K – – –
SWA
173
Sutton Wealth Advisors
Florida
$11K – – –
Fifth Third Bancorp
174
Fifth Third Bancorp
Ohio
$8K -$822 -202 -9%
FCMT
175
Founders Capital Management (Texas)
Texas
$8K – – –
5 6
7
8 9