HELIX ENERGY SOLUTIONS GRP I HOS
COM · Common Stock · CUSIP 42330P107 · ISIN US42330P1075
Provider of offshore services and ROV operations
- SectorEnergy
- IndustryOil & Gas Field Services, NEC
- HeadquartersCovington, LA
- Founded1980
- Websitehelixesg.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($6.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $8.74. Options: 6 managers hold calls ($3.1m notional), 4 hold puts ($885.4k).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 196 |
| Q4 2022 | 210 |
| Q1 2023 | 229 |
| Q2 2023 | 215 |
| Q3 2023 | 253 |
| Q4 2023 | 242 |
| Q1 2024 | 224 |
| Q2 2024 | 243 |
| Q3 2024 | 239 |
| Q4 2024 | 243 |
| Q1 2025 | 257 |
| Q2 2025 | 254 |
| Q3 2025 | 245 |
| Q4 2025 | 265 |
| Q1 2026 | 274 |
| Q2 2026 | 285 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 112 | 122 |
| Q4 2024 | 111 | 114 |
| Q1 2025 | 134 | 123 |
| Q2 2025 | 118 | 129 |
| Q3 2025 | 106 | 137 |
| Q4 2025 | 138 | 110 |
| Q1 2026 | 130 | 128 |
| Q2 2026 | 156 | 108 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $2.8m | $474.0k | 0.17 |
| Q4 2025 | $1.9k | $343.0k | 182.33 |
| Q1 2026 | $12.4m | $1.0m | 0.08 |
| Q2 2026 | $3.1m | $885.4k | 0.28 |
Biggest buyers
| PRUDENTIAL FINANCIAL INC | Added | +1.8m |
| GOLDMAN SACHS GROUP INC | Added | +1.6m |
| Hillsdale Investment Management Inc. | New | +899.0k |
| TWO SIGMA INVESTMENTS, LP | Added | +727.1k |
| BlackRock, Inc. | Added | +573.3k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Added | +561.2k |
| VALUEWORKS LLC | New | +478.5k |
| STATE STREET CORP | Added | +466.3k |
| First Eagle Investment Management, LLC | Added | +440.4k |
| TUDOR INVESTMENT CORP ET AL | Added | +419.8k |
Biggest sellers
| GATE CITY CAPITAL MANAGEMENT, LLC | Sold out | -1.3m |
| DEUTSCHE BANK AG\ | Reduced | -1.3m |
| CITADEL ADVISORS LLC | Reduced | -861.3k |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -524.0k |
| Boston Partners | Reduced | -463.8k |
| Bastion Asset Management Inc. | Reduced | -419.5k |
| Tensile Capital Management LP | Reduced | -359.7k |
| D. E. Shaw & Co., Inc. | Reduced | -324.0k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | Sold out | -300.0k |
| PRINCIPAL FINANCIAL GROUP INC | Reduced | -276.7k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.2m138.1k shares |
| JANE STREET GROUP, LLC | Reduced | $999.0k114.3k shares |
| CITADEL ADVISORS LLC | Reduced | $570.7k65.3k shares |
| SIMPLEX TRADING, LLC | Reduced | $163.4k18.7k shares |
| IMC-Chicago, LLC | Reduced | $128.5k14.7k shares |
| GROUP ONE TRADING LLC | Reduced | $55.9k6.4k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $704.4k80.6k shares |
| CITADEL ADVISORS LLC | Added | $179.2k20.5k shares |
| GROUP ONE TRADING LLC | Unchanged | $874100 shares |
| SIMPLEX TRADING, LLC | Reduced | $874100 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
ASOF HOS GP, LLC
13D · may seek influence
new · filed 2026-09-09
Stated purposeMerger On April 22, 2026, Helix Energy Solutions Group, Inc., a Minnesota corporation ("Helix"), Hornbeck Offshore Services, Inc., a Delaware corporation ("Legacy Hornbeck"), and certain subsidiaries of Helix entered into an Agreement and Plan of Merger (as it may be amended from time to time, the "Merger Agreement"), pursuant to which a wholly owned subsidiary of Helix merged with and into Legacy Hornbeck (the "first merger"), with Legacy Hornbeck surviving, and Legacy Hornbeck immediately merged with and into another wholly owned subsidiary of Helix, with that subsidiary surviving as a wholly owned subsidiary of Helix (the "Mergers"). Immediately prior to the Mergers, Helix converted from a Minnesota corporation into a Delaware corporation and, following such conversion and the Mergers,… Full filing |
23.7% |
| WHITEBOX ADVISORS LLC 13G · passive investor new · filed 2026-09-09 | 15.0% |
| BlackRock, Inc. 13G · institution -2.5 pts · filed 2026-10-27 | 11.5% |
| DIMENSIONAL FUND ADVISORS LP 13G · institution filed 2025-10-09 | 6.0% |
| MERCED CAPITAL, L.P. 13G · passive investor new · filed 2026-09-09 | 5.3% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 4 | $6.2m | $3.6m |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 1 | $275.2k | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 0 | — | 0 | — | — |
None reported since 1 Apr 2026.
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 22.7m $198.7m | Added +573.3k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 9.1m $79.5m | Added +131.2k |
| STATE STREET CORP 0.00% of their portfolio | 7.2m $62.7m | Added +466.3k |
| Invesco Ltd. 0.00% of their portfolio | 7.0m $61.5m | Added +375.2k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 6.4m $56.1m | Added +182.0k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 6.2m $54.0m | Added +133.7k |
| AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio | 5.4m $47.6m | Added +251.0k |
| PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio | 4.3m $37.8m | Reduced -276.7k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 3.7m $32.0m | Added +1.6m |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 3.6m $31.1m | Added +197.2k |
| WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio | 3.4m $29.8m | Reduced -524.0k |
| SYSTEMATIC FINANCIAL MANAGEMENT LP 0.56% of their portfolio | 3.2m $27.9m | Added +230.3k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% of their portfolio | 3.0m $26.3m | Reduced -17.4k |
| VAN ECK ASSOCIATES CORP 0.01% of their portfolio | 2.7m $23.8m | Reduced -149.9k |
| Boston Partners 0.02% of their portfolio | 2.5m $22.1m | Reduced -463.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 2.5m $21.7m | Reduced -110.2k |
| MORGAN STANLEY 0.00% of their portfolio | 2.1m $18.4m | Added +109.2k |
| PRUDENTIAL FINANCIAL INC 0.02% of their portfolio | 2.1m $18.3m | Added +1.8m |
| NORTHERN TRUST CORP 0.00% of their portfolio | 1.8m $15.6m | Added +98.0k |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 0.05% of their portfolio | 1.7m $15.1m | Unchanged |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 1.4m $12.4m | Added +419.6k |
| PANAGORA ASSET MANAGEMENT INC 0.03% of their portfolio | 1.2m $10.8m | Reduced -36.8k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 1.1m $10.0m | Added +561.2k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.16% of their portfolio | 1.1m $9.3m | Added +174.9k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 1.0m $9.0m | Added +727.1k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.03% of their portfolio | 1.0m $8.8m | Added +111.5k |
| First Eagle Investment Management, LLC 0.01% of their portfolio | 966.7k $8.4m | Added +440.4k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 930.6k $8.1m | Added +29.0k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 902.1k $7.9m | Reduced -64.4k |
| Hillsdale Investment Management Inc. 0.18% of their portfolio | 899.0k $7.9m | New |
| Jupiter Topco LLC 0.00% of their portfolio | 875.2k $7.6m | First filing |
| Bank of New York Mellon Corp 0.00% of their portfolio | 843.0k $7.4m | Added +22.3k |
| Assenagon Asset Management S.A. 0.00% of their portfolio | 778.7k $6.8m | Added +382.1k |
| TUDOR INVESTMENT CORP ET AL 0.02% of their portfolio | 670.2k $5.9m | Added +419.8k |
| Empowered Funds, LLC 0.03% of their portfolio | 659.8k $5.8m | Added +106.4k |
| CSM Advisors, LLC 0.11% of their portfolio | 615.1k $5.4m | Added +256.6k |
| Pacer Advisors, Inc. 0.01% of their portfolio | 611.2k $5.3m | Added +75.5k |
| UBS Group AG 0.00% of their portfolio | 593.4k $5.2m | Added +210.3k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.09% of their portfolio | 562.9k $4.9m | Reduced -10.5k |
| Man Group plc 0.01% of their portfolio | 558.7k $4.9m | Added +39.7k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 521.7k $4.6m | Added +18.3k |
| Tensile Capital Management LP 0.59% of their portfolio | 490.3k $4.3m | Reduced -359.7k |
| VALUEWORKS LLC 0.87% of their portfolio | 478.5k $4.2m | New |
| Bastion Asset Management Inc. 1.37% of their portfolio | 474.3k $4.0m | Reduced -419.5k |
| Public Sector Pension Investment Board 0.01% of their portfolio | 470.6k $4.1m | Reduced -18.7k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 462.2k $4.0m | Added +68.9k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 458.8k $4.0m | Added +38.2k |
| ALGERT GLOBAL LLC 0.05% of their portfolio | 448.0k $3.9m | Added +374.4k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 447.4k $3.9m | Added +5.7k |
| Simcoe Capital LLC 2.33% of their portfolio | 437.3k $3.8m | Reduced -107.0k |
| Nuveen, LLC 0.00% of their portfolio | 421.7k $3.7m | Added +35.1k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 395.2k $3.5m | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 378.2k $3.3m | Reduced -120.1k |
| FMR LLC 0.00% of their portfolio | 359.9k $3.1m | Reduced -166.9k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 355.9k $3.1m | Reduced -32.1k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 353.4k $3.1m | Reduced -58.0k |
| Connor, Clark & Lunn Investment Management Ltd. 0.01% of their portfolio | 342.5k $3.0m | Reduced -54.5k |
| Legal & General Group Plc 0.00% of their portfolio | 317.9k $2.8m | Added +2.8k |
| Swiss National Bank 0.00% of their portfolio | 280.8k $2.5m | Added +5.6k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 267.4k $2.3m | Added +43.2k |
| Guinness Asset Management LTD 0.04% of their portfolio | 256.3k $2.2m | Reduced -41.4k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 256.0k $2.2m | Added +7.3k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 253.7k $2.2m | Reduced -212.4k |
| Edgestream Partners, L.P. 0.07% of their portfolio | 253.0k $2.2m | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 241.0k $2.1m | Reduced -90.1k |
| CoreCommodity Management, LLC 0.42% of their portfolio | 239.4k $2.1m | Added +55.4k |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 217.1k $1.9m | Added +5.2k |
| Glenorchy Capital Ltd 1.15% of their portfolio | 210.1k $1.8m | Added +2.3k |
| ROYCE & ASSOCIATES LP 0.01% of their portfolio | 198.9k $1.7m | Reduced -14.6k |
| INTECH INVESTMENT MANAGEMENT LLC 0.02% of their portfolio | 198.1k $1.7m | Added +158.4k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 193.8k $1.7m | Reduced -142.1k |
| Gotham Asset Management, LLC 0.00% of their portfolio | 185.8k $1.6m | New |
| Orion Porfolio Solutions, LLC 0.01% of their portfolio | 185.3k $1.6m | Added +54.1k |
| BARCLAYS PLC 0.00% of their portfolio | 175.1k $1.5m | Added +72.6k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 161.8k $1.4m | Reduced -26.1k |
| CLOUGH CAPITAL PARTNERS L P 0.11% of their portfolio | 158.3k $1.4m | New |
| XTX Topco Ltd 0.02% of their portfolio | 150.7k $1.3m | Added +38.3k |
| Graham Capital Management, L.P. 0.04% of their portfolio | 150.6k $1.3m | Added +109.0k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 150.1k $1.3m | Reduced -1.3m |
| Y-Intercept (Hong Kong) Ltd 0.03% of their portfolio | 149.3k $1.3m | Added +53.2k |
| WEDGE CAPITAL MANAGEMENT L L P/NC 0.02% of their portfolio | 148.3k $1.3m | Added +2.2k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 147.6k $1.3m | Reduced -324.0k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 146.6k $1.3m | Reduced -861.3k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 146.3k $1.4m | Added +14.9k |
| Quantbot Technologies LP 0.05% of their portfolio | 138.2k $1.2m | Added +120.2k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio | 137.6k $1.2m | Reduced -153.9k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% of their portfolio | 135.2k $1.2m | Reduced -10.9k |
| OP Asset Management Ltd 0.01% of their portfolio | 132.1k $1.2m | Unchanged |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 131.2k $1.1m | Added +16.7k |
| Brevan Howard Capital Management LP 0.02% of their portfolio | 130.4k $1.1m | Added +103.8k |
| CITIGROUP INC 0.00% of their portfolio | 129.9k $1.1m | Added +79.2k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 127.1k $1.1m | Reduced -81.1k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 127.0k $1.1m | Added +71.8k |
| Nierenberg Investment Management Company, LLC 0.54% of their portfolio | 124.5k $1.1m | Unchanged |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 124.1k $1.1m | Added +62.6k |
| Amundi 0.00% of their portfolio | 123.6k $1.1m | Added +15.1k |
| Schonfeld Strategic Advisors LLC 0.01% of their portfolio | 123.0k $1.1m | New |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 121.7k $1.1m | Added +4.3k |
| SummerHaven Investment Management, LLC 0.55% of their portfolio | 116.6k $1.0m | Unchanged |
| CANADA LIFE ASSURANCE Co 0.00% of their portfolio | 111.4k $974.0k | Unchanged |