Helix Energy Solutions Group Ownership | Who Owns Helix Energy Solutions Group?
Helix Energy Solutions Group Ownership Summary
Helix Energy Solutions Group is owned by 88.66% institutional investors, 5.99% insiders, and 5.35% retail investors. Blackrock is the largest institutional shareholder, holding 15.29% of HLX shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.06% of its assets in Helix Energy Solutions Group shares.
HLX Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Helix Energy Solutions Group | 88.66% | 5.99% | 5.35% |
| Sector | Energy Stocks | 58.93% | 12.79% | 28.28% |
| Industry | Oil & Gas Equipment & Services Stocks | 74.21% | 8.13% | 17.66% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 23.29M | 15.29% | $278.10M |
| Vanguard group | 13.68M | 8.98% | $163.39M |
| Dimensional fund advisors lp | 11.02M | 7.23% | $131.56M |
| Pacer advisors | 6.55M | 4.31% | $61.02M |
| State street | 6.42M | 4.21% | $76.63M |
| American century companies | 3.41M | 2.24% | $40.76M |
| Geode capital management | 3.26M | 2.14% | $38.95M |
| Wellington management group llp | 3.20M | 2.10% | $38.17M |
| Millennium management | 3.15M | 2.07% | $37.62M |
| Morgan stanley | 2.75M | 1.81% | $32.87M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Encompass capital advisors | 2.12M | 1.37% | $25.36M |
| Acuitas investments | 176.22K | 1.13% | $2.10M |
| Doheny asset management /ca | 164.58K | 1.12% | $1.97M |
| Glenorchy capital | 271.28K | 1.00% | $3.24M |
| Pacific global investment management | 414.80K | 0.94% | $4.95M |
| Systematic financial management lp | 2.24M | 0.81% | $26.80M |
| Centerbook partners lp | 1.02M | 0.76% | $12.19M |
| Nierenberg investment management company | 111.56K | 0.75% | $1.33M |
| Sir capital management | 500.93K | 0.59% | $5.98M |
| Foundry partners | 584.37K | 0.37% | $6.98M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Mirae asset global etfs | 2.05M | 0.06% | 2.05M |
| Bnp paribas asset management | 959.04K | 0.03% | 959.04K |
| Pacer advisors | 6.55M | 0.13% | 923.48K |
| Voya investment management | 2.07M | 0.03% | 766.16K |
| Principal financial group | 1.49M | 0.01% | 696.39K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 23.29M | 0.01% | -2.14M |
| Balyasny asset management | 1.63M | 0.03% | -1.78M |
| Morgan stanley | 2.75M | 0.00% | -1.42M |
| Mirae asset global investments | 26.18K | 0.00% | -1.33M |
| Gate city capital management | - | - | -1.11M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Mirae asset global etfs | 2.05M | 0.06% | 2.05M | $24.48M |
| Bnp paribas asset management | 959.04K | 0.03% | 959.04K | $11.45M |
| Healthcare of ontario pension plan trust fund | 190.00K | 0.01% | 190.00K | $2.27M |
| Aventail capital group, lp | 90.00K | 0.08% | 90.00K | $1.07M |
| Corebridge financial | 83.55K | 0.01% | 83.55K | $997.59K |
Sold Out
| Holder | Change |
|---|---|
| Tfc financial management | -1.00 |
| Mendota financial group | -22.00 |
| Nelson, van denburg & campbell wealth management group | -28.00 |
| International assets investment management | -47.00 |
| Gradient investments | -51.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 241 | -1.63% | 134,683,553 | -2.12% | 88 | 1.09% | 116 | -4.13% | 86 | -2.27% |
| Jun 30, 2024 | 243 | 8.97% | 137,580,810 | 2.34% | 90 | 1.16% | 119 | 26.60% | 88 | -10.20% |
| Mar 31, 2024 | 223 | -9.35% | 134,435,395 | -3.22% | 88 | 1.04% | 94 | -4.08% | 98 | -9.26% |
| Dec 31, 2023 | 246 | -4.65% | 138,913,801 | -1.91% | 92 | 1.04% | 98 | -24.03% | 108 | 13.68% |
| Sep 30, 2023 | 258 | 20.56% | 141,622,965 | 0.33% | 94 | 1.07% | 129 | 37.23% | 95 | 6.74% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 9.21M | 6.06% | -109.20K |
| Pacer US Small Cap Cash Cows 100 ETF | 6.53M | 4.30% | -21.28K |
| Vanguard Total Stock Mkt Idx Inv | 4.50M | 2.96% | 8.58K |
| Avantis US Small Cap Value ETF | 3.98M | 2.62% | 1.41K |
| iShares Russell 2000 ETF | 3.84M | 2.52% | -14.72K |
| DFA US Small Cap Value I | 2.40M | 1.58% | - |
| VanEck Oil Services ETF | 2.39M | 1.57% | 22.50K |
| Vanguard Institutional Extnd Mkt Idx Tr | 2.16M | 1.42% | -35.00K |
| Vanguard Small Cap Index | 1.84M | 1.21% | 15.13K |
| Orbis SICAV Global Bal Instl Inv | 1.79M | 1.18% | -338.59K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 30, 2024 | Neikirk Kenneth English | EVP, GEN COUNSEL & SECRETARY | Sell | $770.20K |
| Dec 10, 2024 | Sparks Scott Andrew | EVP & COO | Sell | $1.68M |
| Dec 10, 2024 | Glassman Diana | - | Sell | $159.06K |
| Oct 03, 2024 | KRATZ OWEN E | PRESIDENT & CEO | Sell | $3.56M |
| Jun 20, 2024 | Glassman Diana | - | Sell | $30.06K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 4 |
| 2024 Q3 | - | - |
| 2024 Q2 | - | 6 |
| 2024 Q1 | - | - |
| 2023 Q4 | - | - |
HLX Ownership FAQ
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