Public record / Tickers / HLX

HLX — HELIX ENERGY SOLUTIONS GRP I†

Both disclosure regimes on one name: who in Congress filed about HLX, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
4
all PTR rows naming HLX
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
01-20
filed 2023-01-20
13F holders
226
top-226 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Jacobs, Christopher L. · $1.0K–$15.0K

SELL · traded 2022-12-12 → filed 2023-01-20. Ranked over every HLX row by the provable lower bound, never a point estimate.

No member disclosed HLX in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

Every row filed inside the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

No dated HLX rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING HLX · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning HLX
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2023-01-20Jacobs, Christopher L. —SELLTraded 2022-12-12 +39d$1K–$15K
2022-12-12Chris Jacobs R–NY-27BUYTraded 11-08 +34d$1K–$15K
2015-04-11Thomas MacArthur R–NJ-3SELL JT (jointly owned)Traded 03-04 +38d$1K–$15K
2015-02-26Tillis, Thomas R —SELL JT (jointly owned)Traded 02-13 +13d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 4 ↗

Members active in HLX

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01

No member disclosed HLX in the trailing 12 months.

Congress ↔ notable managers · HLX

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Caxton Associates $381K held
Trimming
1 Gotham Asset Management $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · HELIX ENERGY SOLUTIONS GRP I

Merged timeline of congressional filings and notable-manager moves on HLX
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FEXIT−16,673 sh
2026-05-14Caxton Associates 13FNEW+38,531 sh

2 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of HLX for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$219M1
2DIMENSIONAL FUND ADVISORS LP$88.6M1
3STATE STREET CORP$66.4M1
4Invesco Ltd.$65.9M1
5VANGUARD PORTFOLIO MANAGEMENT LLC$61.7M1
6VANGUARD CAPITAL MANAGEMENT LLC$59.8M1
7AMERICAN CENTURY COMPANIES INC$51.4M1
8PRINCIPAL FINANCIAL GROUP INC$45.5M1
9WELLINGTON MANAGEMENT GROUP LLP$38.9M1
10BNP Paribas Asset Management Holding S.A.$29.9M1
11Boston Partners$29.1M1
12CHARLES SCHWAB INVESTMENT MANAGEMENT INC$25.7M1
13MORGAN STANLEY$19.7M1
14NORTHERN TRUST CORP$16.7M1
15DEUTSCHE BANK AG\$14.3M1
16GATE CITY CAPITAL MANAGEMENT, LLC$12.8M1
17PANAGORA ASSET MANAGEMENT INC$12.6M1
18Janus Henderson Group Ltd.$10.4M1
19CITADEL ADVISORS LLC$10.0M1
20Qube Research & Technologies Ltd$9.8M1
21RENAISSANCE TECHNOLOGIES LLC$9.6M1
22VANGUARD FIDUCIARY TRUST CO$8.9M1
23HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$8.8M1
24BRIDGEWAY CAPITAL MANAGEMENT, LLC$8.7M1
25Bastion Asset Management Inc.$8.6M1
26ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$5.7M1
27Empowered Funds, LLC$5.5M1
28FMR LLC$5.2M1
29First Eagle Investment Management, LLC$5.2M1
30Man Group plc$5.1M1
31PUBLIC SECTOR PENSION INVESTMENT BOARD$4.8M1
32D. E. Shaw & Co., Inc.$4.7M1
33MILLENNIUM MANAGEMENT LLC$4.6M1
34Connor, Clark & Lunn Investment Management Ltd.$3.9M1
35Assenagon Asset Management S.A.$3.9M1
36FRANKLIN RESOURCES INC$3.9M1
37UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$3.8M1
38Nuveen, LLC$3.8M1
39UBS Group AG$3.8M1
40SEI INVESTMENTS CO$3.3M1
41BANK OF AMERICA CORP /DE/$3.3M1
42PRUDENTIAL FINANCIAL INC$3.2M1
43Legal & General Group Plc$3.1M1
44TWO SIGMA INVESTMENTS, LP$3.0M1
45ADAGE CAPITAL PARTNERS GP, L.L.C.$3.0M1
46Guinness Asset Management LTD$2.9M1
47STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$2.9M1
48Swiss National Bank$2.7M1
49STATE OF WISCONSIN INVESTMENT BOARD$2.5M1
50VICTORY CAPITAL MANAGEMENT INC$2.2M1
51ROYCE & ASSOCIATES LP$2.1M1
52VOYA INVESTMENT MANAGEMENT LLC$2.1M1
53AQR CAPITAL MANAGEMENT LLC$2.1M1
54Glenorchy Capital Ltd$2.1M1
55Cresset Asset Management, LLC$1.8M1
56Trexquant Investment LP$1.7M1
57Universal- Beteiligungs- und Servicegesellschaft mbH$1.4M1
58OP Asset Management Ltd$1.3M1
59Orion Porfolio Solutions, LLC$1.3M1
60Walleye Trading LLC$1.3M1
61Nierenberg Investment Management Company, LLC$1.2M1
62Caption Management, LLC$1.2M1
63SummerHaven Investment Management, LLC$1.2M1
64XTX Topco Ltd$1.1M1
65Amundi$1.1M1
66Numerai GP LLC$1.0M1
67BARCLAYS PLC$1.0M1
68Y-Intercept (Hong Kong) Ltd$950K1
69Squarepoint Ops LLC$913K1
70VANGUARD ASSET MANAGEMENT, Ltd$875K1
71Mitsubishi UFJ Asset Management Co., Ltd.$855K1
72ALLIANCEBERNSTEIN L.P.$824K1
73FEDERATED HERMES, INC.$800K1
74MAVERICK CAPITAL LTD$749K1
75FIFTH THIRD BANCORP$737K1
76Illinois Municipal Retirement Fund$704K1
77Quantinno Capital Management LP$692K1
78Diversified Trust Co$687K1
79GUGGENHEIM CAPITAL LLC$665K1
80JACOBS LEVY EQUITY MANAGEMENT, INC$648K1
81MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$645K1
82SUSQUEHANNA INTERNATIONAL GROUP, LLP$608K1
83MANUFACTURERS LIFE INSURANCE COMPANY, THE$595K1
84Allspring Global Investments Holdings, LLC$575K1
85WELLS FARGO & COMPANY/MN$546K1
86EP Wealth Advisors, LLC$542K1
87Vanguard Global Advisers, LLC$523K1
88CITIGROUP INC$502K1
89Creative Planning$501K1
90RAYMOND JAMES FINANCIAL INC$501K1
91Zurcher Kantonalbank (Zurich Cantonalbank)$490K1
92SIMPLEX TRADING, LLC$472K1
93PROFUND ADVISORS LLC$445K1
94Graham Capital Management, L.P.$412K1
95INTECH INVESTMENT MANAGEMENT LLC$393K1
96CAXTON ASSOCIATES LLP$381K1
97Arizona State Retirement System$380K1
98FOX RUN MANAGEMENT, L.L.C.$374K1
99Vanguard Investments Australia, Ltd.$356K1
100COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$335K1
101OREGON PUBLIC EMPLOYEES RETIREMENT FUND$310K1
102TEACHER RETIREMENT SYSTEM OF TEXAS$304K1
103Brooklyn Investment Group$303K1
104OneDigital Investment Advisors LLC$279K1
105Brevan Howard Capital Management LP$263K1
106ENVESTNET ASSET MANAGEMENT INC$244K1
107Pictet Asset Management Holding SA$238K1
108Aquatic Capital Management LLC$220K1
109ProShare Advisors LLC$214K1
110MIRABELLA FINANCIAL SERVICES LLP$205K1
111COMMONWEALTH EQUITY SERVICES, LLC$205K1
112INCEPTIONR LLC$204K1
113Bleakley Financial Group, LLC$202K1
114BANK OF MONTREAL /CAN/$198K1
115Maryland State Retirement & Pension System$195K1
116Centiva Capital, LP$191K1
117Cetera Investment Advisers$185K1
118PRELUDE CAPITAL MANAGEMENT, LLC$183K1
119AE Wealth Management LLC$180K1
120MERCER GLOBAL ADVISORS INC /ADV$175K1
121WINTON GROUP Ltd$160K1
122Meeder Advisory Services, Inc.$159K1
123AXQ CAPITAL, LP$156K1
124MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$155K1
125CenterBook Partners LP$153K1
126Prospera Financial Services Inc$149K1
127CANADA PENSION PLAN INVESTMENT BOARD$146K1
128HSBC HOLDINGS PLC$140K1
129Magnetar Financial LLC$138K1
130ASSETMARK, INC$137K1
131Inscription Capital, LLC$134K1
132EWA, LLC$134K1
133CIBC Asset Management Inc$130K1
134XPONANCE LLC$127K1
135Anson Capital, Inc.$126K1
136Corient Private Wealth LLC$126K1
137CSS LLC/IL$119K1
138Aaron Wealth Advisors LLC$117K1
139LPL Financial LLC$116K1
140Ameritas Investment Partners, Inc.$115K1
141STIFEL FINANCIAL CORP$112K1
142Vanguard Personalized Indexing Management, LLC$106K1
143Guinness Atkinson Asset Management Inc$104K1
144Tower Research Capital LLC (TRC)$104K1
145State of Wyoming$103K1
146AIGEN INVESTMENT MANAGEMENT, LP$103K1
147Crossmark Global Holdings, Inc.$103K1
148Swiss Life Asset Management Ltd$101K1
149MACKENZIE FINANCIAL CORP$100K1
150GROUP ONE TRADING LLC$96.1K1
151CWM, LLC$94.8K1
152ROYAL BANK OF CANADA$79.0K1
153Parkside Financial Bank & Trust$67.2K1
154Steward Partners Investment Advisory, LLC$60.1K1
155Arax Advisory Partners$39.8K1
156OSAIC HOLDINGS, INC.$24.7K1
157Smartleaf Asset Management LLC$20.3K1
158Founders Capital Management$19.8K1
159SIGNATUREFD, LLC$13.0K1
160Prestige Wealth Management Group LLC$12.2K1
161US BANCORP \DE\$12.0K1
162QUADRANT CAPITAL GROUP LLC$11.2K1
163Wilmington Savings Fund Society, FSB$10.7K1
164SUMMIT SECURITIES GROUP LLC$8.6K1
165Allworth Financial LP$7.6K1
166UMB Bank, n.a.$5.9K1
167Owl Creek Wealth Partners LLC$5.5K1
168Pinnacle Wealth Planning Services, Inc.$5.2K1
169Kilter Group LLC$4.7K1
170Stone House Investment Management, LLC$2.8K1
171Valued Wealth Advisors LLC$2.7K1
172Private Wealth Management Group, LLC$2.2K1
173Rockefeller Capital Management L.P.$1.7K1
174Larson Financial Group LLC$1.5K1
175ACADIAN ASSET MANAGEMENT LLC$1.4K1
176PICTON MAHONEY ASSET MANAGEMENT$1.2K1
177Physician Wealth Advisors, Inc.$1.1K1
178CANADA LIFE ASSURANCE Co$1.1K1
179Optiver Holding B.V.$1.1K1
180ALGERT GLOBAL LLC$7281
181State of Alaska, Department of Revenue$7271
182True Wealth Design, LLC$7221
183GSA CAPITAL PARTNERS LLP$5211
184COUNTRY TRUST BANK$4251
185JPL Wealth Management, LLC$2481
186MAI Capital Management$2381
187GILPIN WEALTH MANAGEMENT, LLC$2081
188Ankerstar Wealth, LLC$1881
189Annis Gardner Whiting Capital Advisors, LLC$601
190Leonteq Securities AG$301
191Centerpoint Advisors, LLC$51
192VANGUARD GROUP INC— value not disclosed1
193THRIVENT FINANCIAL FOR LUTHERANS— value not disclosed1
194COMERICA BANK— value not disclosed1
195ARISTEIA CAPITAL, L.L.C.— value not disclosed1
196BALYASNY ASSET MANAGEMENT L.P.— value not disclosed1
197CIBC Private Wealth Group LLC— value not disclosed1
198CoreCommodity Management, LLC— value not disclosed1
199PEAK6 LLC— value not disclosed1
200O'SHAUGHNESSY ASSET MANAGEMENT, LLC— value not disclosed1
201Verition Fund Management LLC— value not disclosed1
202TWO SIGMA ADVISERS, LP— value not disclosed1
203TCTC Holdings, LLC— value not disclosed1
204Gotham Asset Management, LLC— value not disclosed1
205BOOTHBAY FUND MANAGEMENT, LLC— value not disclosed1
206Clayton Partners LLC— value not disclosed1
207VOLORIDGE INVESTMENT MANAGEMENT, LLC— value not disclosed1
208Mirae Asset Global Investments Co., Ltd.— value not disclosed1
209Alpine Global Management, LLC— value not disclosed1
210JANE STREET GROUP, LLC— value not disclosed1
211Tensile Capital Management LP— value not disclosed1
212Point72 Asset Management, L.P.— value not disclosed1
213Engineers Gate Manager LP— value not disclosed1
214NewEdge Advisors, LLC— value not disclosed1
215Schonfeld Strategic Advisors LLC— value not disclosed1
216Counterpoint Mutual Funds LLC— value not disclosed1
217ExodusPoint Capital Management, LP— value not disclosed1
218Global Retirement Partners, LLC— value not disclosed1
219Oak Thistle LLC— value not disclosed1
220MQS Management LLC— value not disclosed1
221AlphaQuest LLC— value not disclosed1
222PharVision Advisers, LLC— value not disclosed1
223iSAM Funds (UK) Ltd— value not disclosed1
224Dunhill Financial, LLC— value not disclosed1
225Quarry LP— value not disclosed1
226EntryPoint Capital, LLC— value not disclosed1
Truncated by Public Filings. Every one of the 191 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on HLX

RETAINED WINDOW · ACTIVE HITS

Zero hits on HLX in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for HLX · financials and macro

Financials — as filed PLANNED

HLX's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: HLX on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing