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 ($6.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $9.88. Options: 7 managers hold calls ($12.4m notional), 4 hold puts ($1.0m).
Trends to Q1 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 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2024 | 117 | 112 |
| 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 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $2.8m | $85.0k | 0.03 |
| Q3 2025 | $2.8m | $474.0k | 0.17 |
| Q4 2025 | $1.9k | $343.0k | 182.33 |
| Q1 2026 | $12.4m | $1.0m | 0.08 |
Biggest buyers
| Boston Partners | New | +3.0m |
| Invesco Ltd. | Added | +1.7m |
| DEUTSCHE BANK AG\ | Added | +1.2m |
| JANUS HENDERSON GROUP PLC | Added | +992.3k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | Added | +930.3k |
| VAN ECK ASSOCIATES CORP | Added | +921.4k |
| Bastion Asset Management Inc. | New | +893.8k |
| WELLINGTON MANAGEMENT GROUP LLP | Added | +777.4k |
| GOLDMAN SACHS GROUP INC | Added | +762.0k |
| Pacer Advisors, Inc. | New | +535.7k |
Biggest sellers
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | Reduced | -1.8m |
| CenterBook Partners LP | Reduced | -1.2m |
| Point72 Asset Management, L.P. | Sold out | -1.1m |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | Reduced | -1.0m |
| Balyasny Asset Management L.P. | Sold out | -925.8k |
| D. E. Shaw & Co., Inc. | Reduced | -712.5k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Sold out | -710.5k |
| JANE STREET GROUP, LLC | Sold out | -599.3k |
| GATE CITY CAPITAL MANAGEMENT, LLC | Reduced | -574.4k |
| Qube Research & Technologies Ltd | Reduced | -466.6k |
Biggest calls
| PEAK6 LLC | New | $7.9m800.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $1.6m156.8k shares |
| JANE STREET GROUP, LLC | New | $1.5m152.5k shares |
| CITADEL ADVISORS LLC | New | $860.4k87.0k shares |
| IMC-Chicago, LLC | New | $284.8k28.8k shares |
| SIMPLEX TRADING, LLC | New | $221.5k22.4k shares |
| GROUP ONE TRADING LLC | Added | $89.0k9.0k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $819.9k82.9k shares |
| CITADEL ADVISORS LLC | Added | $184.9k18.7k shares |
| SIMPLEX TRADING, LLC | New | $12.9k1.3k shares |
| GROUP ONE TRADING LLC | Reduced | $989100 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 in Q1 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 |
|---|---|---|---|---|---|
| Q2 2024 | 0 | — | 3 | $3.9m | — |
| Q3 2024 | 0 | — | 0 | — | — |
| 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 | — | — |
None reported in Q1 2026.
Holders, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 22.2m $219.1m | Added +458.1k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 9.0m $88.6m | Added +249.9k |
| STATE STREET CORP 0.00% of their portfolio | 6.7m $66.4m | Added +446.0k |
| Invesco Ltd. 0.01% of their portfolio | 6.7m $65.9m | Added +1.7m |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 6.2m $61.7m | First filing |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 6.0m $59.8m | First filing |
| AMERICAN CENTURY COMPANIES INC 0.03% of their portfolio | 5.2m $51.4m | Added +68.7k |
| PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio | 4.6m $45.5m | Reduced -138.3k |
| WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio | 3.9m $38.9m | Added +777.4k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 3.4m $33.2m | Added +80.0k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% of their portfolio | 3.0m $29.9m | Added +930.3k |
| SYSTEMATIC FINANCIAL MANAGEMENT LP 0.67% of their portfolio | 3.0m $29.3m | Reduced -38.6k |
| Boston Partners 0.03% of their portfolio | 3.0m $29.1m | New |
| VAN ECK ASSOCIATES CORP 0.02% of their portfolio | 2.9m $28.4m | Added +921.4k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 2.6m $25.7m | Added +49.6k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 2.1m $20.7m | Added +762.0k |
| MORGAN STANLEY 0.00% of their portfolio | 2.0m $19.7m | Reduced -229.2k |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 0.07% of their portfolio | 1.7m $17.1m | Reduced -142.8k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 1.7m $16.7m | Added +56.8k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 1.4m $14.3m | Added +1.2m |
| GATE CITY CAPITAL MANAGEMENT, LLC 5.00% of their portfolio | 1.3m $12.8m | Reduced -574.4k |
| PANAGORA ASSET MANAGEMENT INC 0.05% of their portfolio | 1.3m $12.6m | Reduced -67.2k |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 1.1m $10.4m | Added +992.3k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 1.0m $10.0m | Added +335.6k |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 994.1k $9.8m | Reduced -466.6k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 966.5k $9.6m | Reduced -39.4k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 901.6k $8.9m | First filing |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.03% of their portfolio | 894.1k $8.8m | Reduced -139.0k |
| Bastion Asset Management Inc. 2.62% of their portfolio | 893.8k $8.6m | New |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.18% of their portfolio | 883.8k $8.7m | Reduced -76.0k |
| Tensile Capital Management LP 1.20% of their portfolio | 849.9k $8.4m | Unchanged |
| Bank of New York Mellon Corp 0.00% of their portfolio | 820.7k $8.1m | Reduced -27.4k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 578.0k $5.7m | Added +240.4k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.12% of their portfolio | 573.4k $5.7m | Added +13.8k |
| Empowered Funds, LLC 0.03% of their portfolio | 553.4k $5.5m | Reduced -76.0k |
| Simcoe Capital LLC 4.94% of their portfolio | 544.3k $5.4m | Reduced -64.4k |
| Pacer Advisors, Inc. 0.02% of their portfolio | 535.7k $5.3m | New |
| FMR LLC 0.00% of their portfolio | 526.8k $5.2m | Reduced -42.6k |
| First Eagle Investment Management, LLC 0.01% of their portfolio | 526.4k $5.2m | Reduced -33.5k |
| Man Group plc 0.01% of their portfolio | 519.0k $5.1m | Added +389.0k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 503.4k $5.0m | Reduced -95.9k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 498.3k $4.9m | Reduced -25.4k |
| Public Sector Pension Investment Board 0.02% of their portfolio | 489.4k $4.8m | Added +15.6k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 471.6k $4.7m | Reduced -712.5k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 466.2k $4.6m | Added +206.1k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 441.7k $4.4m | Added +278.4k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 420.6k $4.2m | Reduced -41.4k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 411.3k $4.1m | Added +5.0k |
| Connor, Clark & Lunn Investment Management Ltd. 0.01% of their portfolio | 397.0k $3.9m | New |
| Assenagon Asset Management S.A. 0.01% of their portfolio | 396.6k $3.9m | Reduced -11.6k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 393.3k $3.9m | Added +382.5k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 388.0k $3.8m | Reduced -14.7k |
| Nuveen, LLC 0.00% of their portfolio | 386.6k $3.8m | Reduced -2.2k |
| UBS Group AG 0.00% of their portfolio | 383.1k $3.8m | Reduced -352.6k |
| CSM Advisors, LLC 0.09% of their portfolio | 358.5k $3.5m | Reduced -1.8k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 335.9k $3.3m | Added +161.9k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 331.1k $3.3m | Reduced -24.5k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 321.8k $3.2m | Added +5.4k |
| Legal & General Group Plc 0.00% of their portfolio | 315.1k $3.1m | Reduced -31.0k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 308.3k $3.0m | New |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.00% of their portfolio | 300.0k $3.0m | Reduced -1.0m |
| Guinness Asset Management LTD 0.05% of their portfolio | 297.6k $2.9m | Added +82.8k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio | 291.5k $2.9m | Added +227.5k |
| Swiss National Bank 0.00% of their portfolio | 275.2k $2.7m | Unchanged |
| TUDOR INVESTMENT CORP ET AL 0.01% of their portfolio | 250.4k $2.5m | Reduced -49.2k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio | 248.8k $2.5m | Reduced -47.8k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 224.1k $2.2m | Added +19.6k |
| ROYCE & ASSOCIATES LP 0.02% of their portfolio | 213.6k $2.1m | Reduced -12.8k |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 211.9k $2.1m | Reduced -420.1k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 208.2k $2.1m | Added +9.1k |
| Glenorchy Capital Ltd 1.11% of their portfolio | 207.8k $2.1m | Added +7.5k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 187.9k $1.9m | Added +54.9k |
| Cresset Asset Management, LLC 0.01% of their portfolio | 184.9k $1.8m | Added +122 |
| CoreCommodity Management, LLC 0.34% of their portfolio | 184.0k $1.8m | Reduced -21.5k |
| Trexquant Investment LP 0.01% of their portfolio | 168.6k $1.7m | Reduced -192.4k |
| WEDGE CAPITAL MANAGEMENT L L P/NC 0.03% of their portfolio | 146.1k $1.4m | Reduced -19.1k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% of their portfolio | 146.1k $1.4m | Reduced -7.0k |
| ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio | 140.2k $1.4m | Added +101.7k |
| OP Asset Management Ltd 0.01% of their portfolio | 132.1k $1.3m | New |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 131.4k $824.1k | Reduced -19.9k |
| Orion Porfolio Solutions, LLC 0.01% of their portfolio | 131.2k $1.3m | Reduced -35.5k |
| Walleye Trading LLC 0.03% of their portfolio | 127.3k $1.3m | New |
| Jump Financial, LLC 0.02% of their portfolio | 127.3k $1.3m | Reduced -50.8k |
| Nierenberg Investment Management Company, LLC 0.61% of their portfolio | 124.5k $1.2m | Unchanged |
| Caption Management, LLC 0.06% of their portfolio | 118.7k $1.2m | New |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 117.4k $1.2m | Reduced -31.6k |
| SummerHaven Investment Management, LLC 0.71% of their portfolio | 116.6k $1.2m | Reduced -10.4k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 114.4k $1.1m | Added +15.1k |
| XTX Topco Ltd 0.02% of their portfolio | 112.4k $1.1m | Added +29.8k |
| CANADA LIFE ASSURANCE Co 0.00% of their portfolio | 111.4k $1.1m | Reduced -7.7k |
| Amundi 0.00% of their portfolio | 108.5k $1.1m | Added +32.4k |
| Numerai GP LLC 0.10% of their portfolio | 104.7k $1.0m | Added +18.8k |
| BARCLAYS PLC 0.00% of their portfolio | 102.4k $1.0m | Reduced -191.2k |
| Y-Intercept (Hong Kong) Ltd 0.02% of their portfolio | 96.1k $950.3k | Added +34.0k |
| Squarepoint Ops LLC 0.00% of their portfolio | 92.3k $912.6k | New |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 91.3k $903.0k | Reduced -2.7k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 88.4k $874.7k | First filing |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.00% of their portfolio | 86.4k $854.7k | Added +13.0k |
| FEDERATED HERMES, INC. 0.00% of their portfolio | 80.9k $799.8k | Unchanged |
| MAVERICK CAPITAL LTD 0.01% of their portfolio | 75.7k $748.9k | New |