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Helix Energy Solutions
HLX

Overview Fund Activity

223 hedge funds and large institutions have $1.36B invested in Helix Energy Solutions in 2019 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 71 increasing their positions, 72 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
Holders Change
+26
Holders Change %
+13.2%
% of All Funds
4.4%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
40
Increased
71
Reduced
72
Closed
7
Calls
$535K
Puts
$179K
Net Calls
+$356K
Net Calls Change
-$84K

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
$34.7M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$13.2M
3
VanEck Associates
VanEck Associates
New York
$23.9M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$5.67M
5
Macquarie Group
Macquarie Group
Australia
$51.1M

Top Sellers

1
Millennium Management
Millennium Management
New York
$2.06M
2
Citadel Advisors
Citadel Advisors
Florida
$13.4M
3
William Blair Investment Management
William Blair Investment Management
Illinois
$11.2M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.79M
5
UBS Group
UBS Group
Switzerland
$1.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
201
Carson Wealth (CWM LLC)
Nebraska
$13K – – –
SPIA
202
Steward Partners Investment Advisory
New York
$12K +$12K +1,298 +25,960%
FHA
203
First Horizon Advisors
Tennessee
$10K – – –
GAM
204
Gemmer Asset Management
California
$9K – – –
AAM
205
Advisors Asset Management
Colorado
$8K -$652 -65 -8%
RAM
206
Riggs Asset Management
Pennsylvania
$6K – – –
PWMG
207
Prestige Wealth Management Group
New Jersey
$5K – – –
TFO
208
Tarbox Family Office
California
$4K -$745 -79 -16%
GWM
209
Geneos Wealth Management
Colorado
$3K -$5.96K -818 -67%
HGWM
210
Harvest Group Wealth Management
Massachusetts
$3K – – –
PA
211
Parallel Advisors
California
$3K – – –
PFBT
212
Parkside Financial Bank & Trust
Missouri
$3K – – –
LC
213
Lindbrook Capital
California
$3K – – –
QCG
214
Quadrant Capital Group
Ohio
$2K – – –
PCG
215
Private Capital Group
Connecticut
$2K +$782 +86 +64%
TWA
216
TCI Wealth Advisors
Arizona
$1K – – –
S
217
SignatureFD
Georgia
$1K +$175 +20 +21%
ADL
218
Asset Dedication LLC
California
$1K +$1K +81 New
OPS
219
Orion Portfolio Solutions
Nebraska
$1K +$1K +82 New
HIA
220
Harbor Investment Advisory
Maryland
$1K +$1K +87 New
CFGS
221
Concourse Financial Group Securities
Alabama
$1K +$1K +100 New
SL
222
Savior LLC
Massachusetts
$1K +$1K +136 New
State of New Jersey Common Pension Fund D
223
State of New Jersey Common Pension Fund D
New Jersey
– -$2.21M -274,500 Closed
Jennison Associates
224
Jennison Associates
New York
– -$720K -89,340 Closed
CIBC Asset Management
225
CIBC Asset Management
Ontario, Canada
– -$155K -19,188 Closed
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