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Of the 12 tracked institutions holding HLX, 5 have a 3-year clone track record — 5 of them beat the S&P. Average holder's clone alpha: +4.6pt. It's a gauge of who owns the name, not just how many.
Among the 12 tracked institutional investors we monitor, HLX (HELIX ENERGY SOLUTIONS GRP I) is held with a combined value of $391.77M across 48,529,739 shares. The largest holder is BlackRock, Inc. with a position worth $198.67M. Gotham Asset Management, LLC opened a new position in the most recent quarter. 3 funds increased their holdings. 8 funds reduced their position.
Total Institutional Value
$391.77M
Total Shares Held
48,529,739
Institutional Holders
12
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | BlackRock, Inc. | $198.67M | 0.00% | +2.6% |
| 2 | VANGUARD GROUP INC | $81.95M | 0.00% | -1.8% |
| 3 | STATE STREET CORP | $62.72M | 0.00% | +6.9% |
| 4 | WELLINGTON MANAGEMENT GROUP LLP | $29.79M | 0.01% | -13.3% |
| 5 | RENAISSANCE TECHNOLOGIES LLC | $7.88M | 0.01% | -6.7% |
| 6 | FMR LLC | $3.15M | 0.00% | -31.7% |
| 7 | MILLENNIUM MANAGEMENT LLC | $2.22M | 0.00% | -45.6% |
| 8 | Gotham Asset Management, LLC | $1.62M | 0.00% | New |
| 9 | CITADEL ADVISORS LLC | $1.28M | 0.00% | -85.5% |
| 10 | PRICE T ROWE ASSOCIATES INC /MD/ | $1.15M | 0.00% | +14.6% |
| Member | Type | Date |
|---|---|---|
| Thomas R Tillis | Sell | Feb 13, 2015 |
As of the latest SEC 13F filings, BlackRock, Inc. is the largest institutional holder of HLX with a position worth $198.67M, representing 0.00% of their portfolio. In total, 12 institutional investors hold HLX with a combined value of $391.77M.
In the most recent quarter, 1 fund opened a new position in HLX. Additionally, 3 increased their holdings and 8 reduced their positions.
Institutional investors hold $391.77M worth of HLX stock across 12 positions. The largest institutional holder is BlackRock, Inc. with $198.67M in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For HLX, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their HLX positions.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →