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HLX

HLX Institutional Investor Snapshot (275 Funds)

Helix Energy Solutions Group

+$501.2M

Net Activity

Institutions Holding

275

Popularity Rank

#2169

Avg Weight

0.07%

Total Value

$1.3B

Ownership Trend

275 institutions currently hold HLX, with 131 net buyers and 130 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

130

Net Buying Institutions

131

Key Holders

Key Holders

Top 5 by Value

BI
BlackRock, Inc.
$219.1M
DF
Dimensional Fund Advisors LP
$88.6M
SS
State Street CORP
$66.4M
IL
Invesco Ltd.
$65.9M
VP
Vanguard Portfolio Management LLC
$61.7M

Top 5 by Conviction

GC
Gate City Capital Management, LLC
5.00%
SC
Simcoe Capital LLC
4.94%
BA
Bastion Asset Management Inc.
2.62%
TC
Tensile Capital Management LP
1.20%
SF
Systematic Financial Management LP
0.67%
View all 275 holding institutions

Across its top 20 institutional holders, HLX's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 4/100, avg. turnover score 19/100).

Quarterly Activity

Recent Activity

+$869.0M

Total Buy Value

$277.0M

Total Sell Value

New buy36
Trim99
Add95
Sold out31

131

Net Buyers

130

Net Sellers

Smart Money Convergence

HLX does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

42330P107

FAQ

Who are the top institutional investors holding HELIX ENERGY SOLUTIONS GROUP (HLX)?
Major stakeholders currently include BlackRock, Inc. ($219.1M), Dimensional Fund Advisors LP ($88.6M), State Street CORP ($66.4M). Based on the latest 13F filings, there are a total of 275 tracked investment funds and institutions maintaining positions in HLX.
What is the overall institutional sentiment toward HLX recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $501.2M, driven by 131 managers accumulating shares while 130 reduced their exposure.
Which institutions have been selling or reducing their HLX positions?
In the latest period, 99 funds trimmed their holdings, and 31 managers completely exited their positions. The aggregate reported sell value was $277.0M.
Are there any notable investors adding HLX to their portfolios?
Yes, buying activity remains notable. 36 institutions opened new positions in {ticker}, and 95 existing holders added to their shares. The total reported buy value for the quarter amounted to $869.0M.

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