HELIX ENERGY SOLUTIONS GROUP (HLX) Institutional Ownership Changes & 13F Activity
HELIX ENERGY SOLUTIONS GROUP (HLX). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Invesco Ltd., Goldman Sachs Group Inc, Citadel Advisors Llc, Two Sigma Investments, Lp, and Wellington Management Group Llp.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Manufacturers Life Insurance Company, The | Sell | -1,898 | -3.2% | 58,262 | $509.21K | Q2 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Buy | +942 | +13.9% | 7,736 | $67.61K | Q2 2026 | Sep 04, 2026 |
| Citadel Advisors Llc | Sell | -861,273 | -85.5% | 146,603 | $1.28M | Q2 2026 | Sep 02, 2026 |
| Cornerstone Financial Management Llc | Buy | +56 | — | 56 | $489.00 | Q2 2026 | Aug 28, 2026 |
| Corient Private Wealth Llc | Buy | +2,181 | +17.2% | 14,890 | $130.14K | Q2 2026 | Aug 27, 2026 |
| First Eagle U.S. Value | Sell | -43,000 | -8.2% | 483,358 | $4.22M | Q2 2026 | Aug 24, 2026 |
| California State Teachers Retirement System | Sell | -26,124 | -13.9% | 161,797 | $1.41M | Q2 2026 | Aug 24, 2026 |
| Assenagon Asset Management S.A. | Sell | -7,291 | -1.8% | 389,346 | $3.40M | Q2 2026 | Aug 21, 2026 |
| Mercer Global Advisors Inc | Buy | +1,710 | +9.6% | 19,439 | $169.90K | Q2 2026 | Aug 19, 2026 |
| Fulcrum Asset Management Llp | Buy | +22 | — | 22 | $192.00 | Q2 2026 | Aug 18, 2026 |
| Valueworks Llc | Buy | +478,465 | — | 478,465 | $4.18M | Q2 2026 | Aug 17, 2026 |
| Empowered Funds, Llc | Buy | +106,440 | +19.2% | 659,820 | $5.77M | Q2 2026 | Aug 17, 2026 |
| Public Employees Retirement System Of Ohio | Sell | -73 | -1.7% | 4,312 | $37.69K | Q2 2026 | Aug 17, 2026 |
| Invesco Ltd. | Buy | +7,035,334 | — | 7,035,334 | $61.49M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +1,577,127 | +75.5% | 3,666,005 | $32.04M | Q2 2026 | Aug 14, 2026 |
| Two Sigma Investments, Lp | Buy | +727,106 | +235.8% | 1,035,449 | $9.05M | Q2 2026 | Aug 14, 2026 |
| Wellington Management Group Llp | Sell | -523,989 | -13.3% | 3,408,554 | $29.79M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +521,743 | — | 521,743 | $4.56M | Q2 2026 | Aug 14, 2026 |
| Tudor Investment Corp Et Al | Buy | +419,807 | +167.6% | 670,247 | $5.86M | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | Buy | +419,645 | +42.2% | 1,413,717 | $12.36M | Q2 2026 | Aug 14, 2026 |
| Tensile Capital Management Lp | Sell | -359,669 | -42.3% | 490,277 | $4.29M | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | Sell | -324,003 | -68.7% | 147,620 | $1.29M | Q2 2026 | Aug 14, 2026 |
| Csm Advisors, Llc | Buy | +256,590 | +71.6% | 615,065 | $5.38M | Q2 2026 | Aug 14, 2026 |
| Systematic Financial Management Lp | Buy | +230,254 | +7.8% | 3,188,798 | $27.87M | Q2 2026 | Aug 14, 2026 |
| Millennium Management Llc | Sell | -212,415 | -45.6% | 253,737 | $2.22M | Q2 2026 | Aug 14, 2026 |
| Gotham Asset Management, Llc | Buy | +185,793 | — | 185,793 | $1.62M | Q2 2026 | Aug 14, 2026 |
| Bridgeway Capital Management, Llc | Buy | +174,940 | +19.8% | 1,058,726 | $9.25M | Q2 2026 | Aug 14, 2026 |
| Clough Capital Partners L P | Buy | +158,336 | — | 158,336 | $1.38M | Q2 2026 | Aug 14, 2026 |
| Van Eck Associates Corp | Sell | -149,948 | -5.2% | 2,725,573 | $23.82M | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment Lp | Sell | -142,883 | -84.7% | 25,749 | $225.05K | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about HLX activity
Which institutional owners are buying HLX?
Institutional owners buying HLX include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in HLX activity?
"Buy" means an investor increased their reported position in HLX compared to the prior reporting period. This reflects growing exposure to HELIX ENERGY SOLUTIONS GROUP (HLX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in HLX increasing?
Institutional interest in HLX can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related HLX Institutional Insights
- HLX Overview
- HLX 13F Institutional Holders
- HLX Top Institutional Shareholders
- Energy Sector Institutional Ownership
- Energy Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Energy Stocks By Institutional Investors
- Most Sold Energy Stocks By Institutional Investors
- HLX Insider Trading & SEC Form 4 Activity
- HLX Articles
- Top Institutional Investor Stock Rankings