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Helix Energy Solutions
HLX

Overview Fund Activity

240 hedge funds and large institutions have $1.5B invested in Helix Energy Solutions in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 71 increasing their positions, 109 reducing their positions, and 37 closing their positions.

Holders
240
Holders Change
-10
Holders Change %
-4%
% of All Funds
3.52%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
27
Increased
71
Reduced
109
Closed
37
Calls
$8.35M
Puts
$1.68M
Net Calls
+$6.67M
Net Calls Change
+$2.16M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$125M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$31.9M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$19.1M
4
BlackRock
4
BlackRock
New York
$271M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$9.46M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$32.5M
2
ECM
2
ExodusPoint Capital Management
New York
$7.58M
3
Invesco
3
Invesco
Georgia
$28.2M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$11.5M
5
BCM
5
Bridgeway Capital Management
Texas
$2.77M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$271M 26,338,219 +1,166,761 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$136M 13,214,461 -17,325 -0.1%
Morgan Stanley
3
Morgan Stanley
New York
$125M 12,201,236 +8,502,845 +230%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$112M 10,906,292 +489,105 +5%
State Street
5
State Street
Massachusetts
$69.6M 6,774,882 +116,445 +2%
Millennium Management
6
Millennium Management
New York
$32.5M 3,162,235 -1,886,987 -37%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$31.9M 3,107,643 +1,552,693 +100%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$31.3M 3,041,259 +136,846 +5%
VanEck Associates
9
VanEck Associates
New York
$29.9M 2,906,609 -267,219 -8%
Invesco
10
Invesco
Georgia
$28.2M 2,741,074 -1,678,660 -38%
SFM
11
Systematic Financial Management
New Jersey
$27.5M 2,678,599 -34,417 -1%
Ameriprise
12
Ameriprise
Minnesota
$25M 2,430,949 +720,050 +42%
OAG
13
Orbis Allan Gray
Bermuda
$23.7M 2,303,045 +24,181 +1%
American Century Companies
14
American Century Companies
Missouri
$21.4M 2,085,256 +470,695 +29%
Two Sigma Advisers
15
Two Sigma Advisers
New York
$19.8M 1,922,400 +110,400 +6%
Charles Schwab
16
Charles Schwab
California
$19.7M 1,916,838 -17,713 -0.9%
Public Employees Retirement Association of Colorado
17
Public Employees Retirement Association of Colorado
Colorado
$19.6M 1,902,392 -6,303 -0.3%
Nuveen Asset Management
18
Nuveen Asset Management
Illinois
$19.1M 1,859,967 +1,444,908 +348%
Fisher Asset Management
19
Fisher Asset Management
Washington
$18.5M 1,801,419 -443,064 -20%
Mirae Asset Global Investments
20
Mirae Asset Global Investments
South Korea
$17.7M 1,720,717 +15,952 +0.9%
ECA
21
Encompass Capital Advisors
New York
$17.2M 1,676,528 +7,573 +0.5%
Two Sigma Investments
22
Two Sigma Investments
New York
$16.9M 1,645,385 +459,963 +39%
Northern Trust
23
Northern Trust
Illinois
$15.8M 1,537,158 -4,351 -0.3%
VOYA Investment Management
24
VOYA Investment Management
Georgia
$15.5M 1,510,255 -234,364 -13%
Assenagon Asset Management
25
Assenagon Asset Management
Luxembourg
$13.7M 1,329,823 – –
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