Helix Energy Solutions Group Inc (HLX) Ownership

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Helix Energy Solutions Group Inc (HLX), owning a total of 23.6 million shares. Combined, the top 41 institutional holders of HLX own 96.87% of the company with a total of 146.5 million shares.

In the latest ownership report on December 31st 2024, the top 41 institutional holders increased their combined ownership of HLX by 6.4 million shares. 13 institutions bought 9,112,113 total additional shares and increased their ownership by an average of 39.79%. However 6 institutions sold 2,747,818 total shares and decreased their ownership by an average of 12.38%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Helix Energy Solutions Group increased by a net total of 6,364,295 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc15.664%1.167%23,643,316272,6302024-12-31
Vanguard Group Inc9.308%2.508%14,049,438343,6732024-12-31
Dimensional Fund Advisors, Inc.7.129%-1.356%10,759,693-147,9412024-12-31
State Street Corp4.567%3.446%6,893,875229,6182024-12-31
Pacer Advisors, INC.4.338%16.422%6,546,820923,4772024-12-31
American Century Companies Inc3.132%10.207%4,727,037437,8142024-12-31
Encompass Capital Advisors LLC2.719%66.224%4,103,2951,634,7642024-12-31
Wellington Management Company LLP2.175%13.747%3,282,202396,6662024-12-31
Geode Capital Management, LLC2.154%-1.069%3,251,778-35,1392024-12-31
Systematic Financial Management LP1.925%17.135%2,905,836425,0712024-12-31
Balyasny Asset Management LLC1.636%356.509%2,469,6841,928,6912024-12-31
ING Investment Management LLC1.633%-17.731%2,465,068-531,2672024-12-31
Principal Financial Group Inc1.619%18.326%2,443,203378,3942024-12-31
Van Eck Associates Corporation1.542%7.856%2,327,582169,5432024-12-31
Charles Schwab Investment Management Inc1.451%3.753%2,189,35979,1972024-12-31
Morgan Stanley - Brokerage Accounts1.405%-47.267%2,119,928-1,900,1532024-12-31
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.1.258%-0.997%1,898,597-19,1222024-12-31
Gate City Capital Management, LLC1.254%0.000%1,892,5751,892,5752024-12-31
Public Employees Retirt Assn Of Colorado1.241%0.000%1,873,61502024-12-31
Fisher Asset Management, LLC1.211%-5.882%1,827,144-114,1962024-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc15.664%1.167%23,643,316272,6302024-12-31
Vanguard Group Inc9.308%2.508%14,049,438343,6732024-12-31
Dimensional Fund Advisors, Inc.7.129%-1.356%10,759,693-147,9412024-12-31
State Street Corp4.567%3.446%6,893,875229,6182024-12-31
State Street Corporation4.324%-2.945%6,575,390-199,4922024-03-31
Pacer Advisors, INC.4.338%16.422%6,546,820923,4772024-12-31
American Century Companies Inc3.132%10.207%4,727,037437,8142024-12-31
Encompass Capital Advisors LLC2.719%66.224%4,103,2951,634,7642024-12-31
Wellington Management Company LLP2.175%13.747%3,282,202396,6662024-12-31
Geode Capital Management, LLC2.154%-1.069%3,251,778-35,1392024-12-31
Millennium Management LLC2.071%-3.868%3,150,658-126,7692024-06-30
Systematic Financial Management LP1.925%17.135%2,905,836425,0712024-12-31
ExodusPoint Capital Management, LP1.636%5,351.980%2,490,0282,444,3562023-09-30
Balyasny Asset Management LLC1.636%356.509%2,469,6841,928,6912024-12-31
ING Investment Management LLC1.633%-17.731%2,465,068-531,2672024-12-31
Principal Financial Group Inc1.619%18.326%2,443,203378,3942024-12-31
Bank of New York Mellon Corp1.582%-2.850%2,408,257-70,6382023-09-30
Ameriprise Financial Inc1.538%-1.535%2,339,962-36,4682024-06-30
Van Eck Associates Corporation1.542%7.856%2,327,582169,5432024-12-31
Two Sigma Investments LLC1.470%11.066%2,215,923220,7882023-06-30
Charles Schwab Investment Management Inc1.451%3.753%2,189,35979,1972024-12-31
Morgan Stanley - Brokerage Accounts1.405%-47.267%2,119,928-1,900,1532024-12-31
Assenagon Asset Management SA1.348%-11.442%2,050,063-264,8612024-09-30
Two Sigma Advisers, LLC1.261%6.093%1,922,400110,4002023-12-31
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.1.258%-0.997%1,898,597-19,1222024-12-31
Gate City Capital Management, LLC1.254%0.000%1,892,5751,892,5752024-12-31
Public Employees Retirt Assn Of Colorado1.241%0.000%1,873,61502024-12-31
Goldman Sachs Group Inc1.201%87.270%1,830,940853,2402023-12-31
Fisher Asset Management, LLC1.211%-5.882%1,827,144-114,1962024-12-31
FMR Inc1.187%0.029%1,806,3895272022-09-30
Orbis Allan Gray Ltd1.182%-12.771%1,797,473-263,1642024-09-30
Hotchkis & Wiley Capital Management LLC1.178%29.045%1,789,590402,7902022-09-30
Nuveen Asset Management, LLC1.149%-6.086%1,746,763-113,2042024-03-31
Amvescap Plc.1.144%-19.459%1,738,805-420,1092024-06-30
Mirae Asset Global Investments (Korea) Co Ltd1.120%-0.505%1,704,765-8,6572023-09-30
Citadel Advisors Llc1.120%13.114%1,688,635195,7732023-03-31
First Manhattan Co. LLC1.022%-1.582%1,555,125-25,0002022-09-30
First Manhattan Company1.024%-1.582%1,555,125-25,0002022-09-30
Point72 Asset Management, L.P.1.019%-0.694%1,549,230-10,8332024-09-30
Northern Trust Corp1.024%-0.149%1,544,847-2,3042023-06-30
Eagle Asset Management, Inc.0.912%-2.735%1,384,152-38,9192022-09-30

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of Helix Energy Solutions Group Inc (HLX), owning a total of 9.1 million shares. Combined, the top 36 mutual fund holders of HLX own 51.83% of the company with a total of 78.3 million shares.

In the latest ownership report on February 28th 2025, the top 36 fund holders increased their combined ownership of HLX by 80 thousand shares. 4 funds bought 18,778 total additional shares and increased their ownership by an average of 0.14%. However 6 funds sold 99,176 total shares and decreased their ownership by an average of 0.51%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Helix Energy Solutions Group decreased by a net total of -80,398 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Small-Cap ETF6.038%-0.026%9,113,788-2,3492025-02-28
Pacer US Small Cap Cash Cows 100 ETF3.740%-0.722%5,645,056-41,0552025-02-28
Vanguard Total Stock Mkt Idx Inv3.000%0.137%4,528,3336,1852025-02-28
Avantis US Small Cap Value ETF2.789%0.180%4,209,9027,5462025-02-28
iShares Russell 2000 ETF2.424%-1.162%3,658,230-42,9972025-02-28
Vanguard Institutional Extnd Mkt Idx Tr1.433%0.162%2,163,4063,5042025-02-28
VanEck Oil Services ETF1.402%0.000%2,115,75202025-02-28
Vanguard Small Cap Index1.222%0.084%1,844,6311,5432025-02-28
Global X Robotics & Artfcl Intllgnc ETF1.202%0.000%1,814,90602025-02-28
SPDR® Portfolio S&P 600™ Sm Cap ETF0.844%-0.111%1,274,570-1,4162025-02-28
Dimensional US Targeted Value ETF0.807%0.000%1,218,51202025-02-28
Vanguard Tax-Managed Small Cap Adm0.711%0.000%1,073,21502025-02-28
iShares Russell 2000 Value ETF0.706%-0.752%1,065,662-8,0742025-02-28
Vanguard Small Cap Growth Index Inv0.687%-0.316%1,036,664-3,2852025-02-28

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Small-Cap ETF6.038%-0.026%9,113,788-2,3492025-02-28
Pacer US Small Cap Cash Cows 100 ETF3.740%-0.722%5,645,056-41,0552025-02-28
Vanguard Total Stock Mkt Idx Inv3.000%0.137%4,528,3336,1852025-02-28
Vanguard Instl Ttl Stck Mkt Idx Tr2.964%-0.118%4,466,722-5,2852023-03-31
Avantis US Small Cap Value ETF2.789%0.180%4,209,9027,5462025-02-28
Delaware Sm-Cap Val Eq2.530%0.000%3,841,60002022-03-31
iShares Russell 2000 ETF2.424%-1.162%3,658,230-42,9972025-02-28
DFA US Small Cap Value I1.592%0.000%2,402,21502025-01-31
Vanguard Institutional Extnd Mkt Idx Tr1.433%0.162%2,163,4063,5042025-02-28
VanEck Oil Services ETF1.402%0.000%2,115,75202025-02-28
Vanguard Extended Market Index Investor1.283%-0.019%1,934,726-3752023-08-31
Vanguard Small Cap Index1.222%0.084%1,844,6311,5432025-02-28
Global X Robotics & Artfcl Intllgnc ETF1.202%0.000%1,814,90602025-02-28
Orbis SICAV Global Bal Instl Inv1.186%-15.908%1,789,769-338,5882024-06-30
Columbia Acorn Inst1.125%0.000%1,711,61602024-08-31
iShares S&P Small-Cap 600 Value ETF1.128%0.000%1,700,31802023-11-30
Invesco Small Cap Value A1.007%-3.950%1,517,281-62,4002023-09-30
Fidelity Small Cap Index0.952%-1.396%1,436,101-20,3302024-12-31
iShares S&P Small-Cap 600 Growth ETF0.921%0.000%1,400,31502024-11-30
Avantis® U.S. Small Cap Value ETF0.926%0.000%1,397,04902023-07-29
BNP Paribas US Small Cap Classic R0.922%5.656%1,392,02174,5172025-01-31
Fidelity® Small Cap Index0.907%2.684%1,379,83036,0642023-10-31
DFA US Targeted Value I0.901%0.000%1,359,24802025-01-31
Voya Small Cap Growth I0.887%-18.978%1,338,086-313,4282024-12-31
Voya Small Cap Growth (Portland)0.880%-17.062%1,338,086-275,2702024-12-31
Voya Small Cap Growth0.887%-17.062%1,338,086-275,2702024-12-31
SPDR® Portfolio S&P 600™ Sm Cap ETF0.844%-0.111%1,274,570-1,4162025-02-28
American Beacon Small Cp Val R50.841%0.000%1,274,00402023-01-31
SPDR® Portfolio S&P 600 Sm Cap ETF0.818%-0.144%1,246,925-1,7922024-05-30
Dimensional US Targeted Value ETF0.807%0.000%1,218,51202025-02-28
Foundry Partners Micro Cap Value0.746%0.000%1,130,65002022-12-31
SPDR® S&P 600 Small Cap Value ETF0.741%0.000%1,117,47702023-07-31
Vanguard Tax-Managed Small Cap Adm0.711%0.000%1,073,21502025-02-28
iShares Russell 2000 Value ETF0.706%-0.752%1,065,662-8,0742025-02-28
Vanguard Small Cap Growth Index Inv0.687%-0.316%1,036,664-3,2852025-02-28
SPDR® S&P Oil & Gas Equipment&Svcs ETF0.679%0.000%1,034,58402024-04-30

Discussions

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unknownable11/23/24 07:02am

$HLX whelp. you win this round. goodluck

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7starRestaurant11/20/23 05:33pm

$HLX what caused the sell off in an otherwise good tech market today?

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