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Helix Energy Solutions
HLX

Overview Fund Activity

222 hedge funds and large institutions have $1.45B invested in Helix Energy Solutions in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 68 increasing their positions, 102 reducing their positions, and 39 closing their positions.

Holders
222
Holders Change
-18
Holders Change %
-7.5%
% of All Funds
3.22%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
25
Increased
68
Reduced
102
Closed
39
Calls
$9.97M
Puts
$6.25M
Net Calls
+$3.72M
Net Calls Change
-$2.95M

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$37M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$22.4M
3
American Century Companies
3
American Century Companies
Missouri
$29.6M
4
CP
4
CenterBook Partners
Connecticut
$6.61M
5
AG
5
Algert Global
California
$6.17M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$45.3M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$6.98M
3
BlackRock
3
BlackRock
New York
$276M
4
Voloridge Investment Management
4
Voloridge Investment Management
Florida
$1.66M
5
Invesco
5
Invesco
Georgia
$23.4M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$276M 25,431,432 -906,787 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$145M 13,366,874 +152,413 +1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$117M 10,763,917 -142,375 -1%
State Street
4
State Street
Massachusetts
$71.3M 6,575,390 -199,492 -3%
Morgan Stanley
5
Morgan Stanley
New York
$45.3M 4,177,180 -8,024,056 -66%
Balyasny Asset Management
6
Balyasny Asset Management
Illinois
$37M 3,413,967 +3,090,956 +957%
Millennium Management
7
Millennium Management
New York
$35.5M 3,277,427 +115,192 +4%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$34.1M 3,148,317 +107,058 +4%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$33.8M 3,119,468 +11,825 +0.4%
American Century Companies
10
American Century Companies
Missouri
$29.6M 2,732,800 +647,544 +31%
VanEck Associates
11
VanEck Associates
New York
$29M 2,672,732 -233,877 -8%
SFM
12
Systematic Financial Management
New Jersey
$28.6M 2,634,161 -44,438 -2%
OAG
13
Orbis Allan Gray
Bermuda
$26.3M 2,424,403 +121,358 +5%
Ameriprise
14
Ameriprise
Minnesota
$25.8M 2,376,430 -54,519 -2%
Invesco
15
Invesco
Georgia
$23.4M 2,158,914 -582,160 -21%
ECA
16
Encompass Capital Advisors
New York
$22.5M 2,073,736 +397,208 +24%
Point72 Asset Management
17
Point72 Asset Management
Connecticut
$22.4M 2,066,843 +1,146,337 +125%
Charles Schwab
18
Charles Schwab
California
$21M 1,933,165 +16,327 +0.9%
Public Employees Retirement Association of Colorado
19
Public Employees Retirement Association of Colorado
Colorado
$20.4M 1,882,955 -19,437 -1%
Fisher Asset Management
20
Fisher Asset Management
Washington
$19M 1,756,112 -45,307 -3%
Nuveen Asset Management
21
Nuveen Asset Management
Illinois
$18.9M 1,746,763 -113,204 -6%
Two Sigma Advisers
22
Two Sigma Advisers
New York
$16.6M 1,530,800 -391,600 -20%
Northern Trust
23
Northern Trust
Illinois
$16.3M 1,499,369 -37,789 -2%
VOYA Investment Management
24
VOYA Investment Management
Georgia
$14.7M 1,353,331 -156,924 -10%
Assenagon Asset Management
25
Assenagon Asset Management
Luxembourg
$14.4M 1,329,823 – –
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