Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
263 institutional managers reported holding HLX for the quarter ended Mar 31, 2026. Together they hold about 88% of shares outstanding; the top 10 hold 53%. 36 opened new positions; 36 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| BlackRock | 22.16M | 15.06% | $219.1M | added +2.1% | ≤2013 |
| Vanguard Group | 13.37M | 9.09% | $132.2M | added +2.3% | ≤2013 |
| Dimensional Fund Advisors | 8.96M | 6.09% | $88.6M | added +2.9% | ≤2013 |
| State Street | 6.71M | 4.56% | $66.4M | added +7.1% | ≤2013 |
| Invesco | 6.66M | 4.53% | $65.9M | added +34.1% | ≤2013 |
| American Century Companies INC | 5.20M | 3.53% | $51.4M | added +1.3% | 2017 Q1 |
| Principal Financial Group INC | 4.60M | 3.12% | $45.5M | trimmed -2.9% | ≤2013 |
| Wellington Management | 3.93M | 2.67% | $38.9M | added +24.6% | 2022 Q2 |
| BNP Paribas Financial Markets | 3.46M | 2.35% | $34.3M | added +53.6% | ≤2013 |
| Geode Capital | 3.36M | 2.28% | $33.2M | added +2.4% | ≤2013 |
| Systematic Financial Management LP | 2.96M | 2.01% | $29.3M | trimmed -1.3% | 2020 Q4 |
| Boston Partners | 2.95M | 2.00% | $29.2M | opened | 2026 Q1 |
| VAN ECK Associates CORP | 2.88M | 1.95% | $28.4M | added +47.2% | 2019 Q3 |
| Charles Schwab Investment Management | 2.59M | 1.76% | $25.7M | added +1.9% | ≤2013 |
| Goldman Sachs | 2.09M | 1.42% | $20.7M | added +57.4% | ≤2013 |
| Morgan Stanley | 1.99M | 1.35% | $19.7M | trimmed -10.3% | ≤2013 |
| Public Employees Retirement Association OF Colorado | 1.73M | 1.18% | $17.1M | trimmed -7.6% | ≤2013 |
| Northern Trust | 1.69M | 1.15% | $16.7M | added +3.5% | ≤2013 |
| Deutsche Bank AG\ | 1.44M | 0.98% | $14.3M | added +535.7% | ≤2013 |
| Gate City Capital Management, LLC (focused) | 1.30M | 0.88% | $12.8M | trimmed -30.7% | 2024 Q4 |
| Panagora Asset Management INC | 1.27M | 0.87% | $12.6M | trimmed -5% | ≤2013 |
| Janus Henderson | 1.06M | 0.72% | $10.4M | added +1571.3% | 2021 Q3 |
| Citadel Advisors | 1.01M | 0.69% | $10.0M | added +49.9% | ≤2013 |
| Qube Research & Technologies LTD | 994.1k | 0.68% | $9.8M | trimmed -31.9% | 2023 Q4 |
| Renaissance Technologies | 966.5k | 0.66% | $9.6M | trimmed -3.9% | 2016 Q1 |
| Hotchkis & Wiley Capital Management LLC | 894.1k | 0.61% | $8.8M | trimmed -13.5% | 2025 Q3 |
| Bastion Asset Management INC. | 893.8k | 0.61% | $8.8M | opened | 2026 Q1 |
| Bridgeway Capital Management, LLC | 883.8k | 0.60% | $8.7M | trimmed -7.9% | 2016 Q4 |
| Tensile Capital Management LP (focused) | 849.9k | 0.58% | $8.4M | unchanged | 2025 Q1 |
| BNY Mellon | 820.7k | 0.56% | $8.1M | trimmed -3.2% | ≤2013 |
| UBS | 771.1k | 0.52% | $7.6M | trimmed -32.3% | ≤2013 |
| Arrowstreet Capital | 578.0k | 0.39% | $5.7M | added +71.2% | 2025 Q2 |
| Kennedy Capital Management LLC | 573.4k | 0.39% | $5.7M | added +2.5% | 2025 Q1 |
| Empowered Funds, LLC | 553.4k | 0.38% | $5.5M | trimmed -12.1% | 2023 Q2 |
| Simcoe Capital LLC (focused) | 544.3k | 0.37% | $5.4M | trimmed -10.6% | 2025 Q4 |
| FMR (Fidelity) | 526.8k | 0.36% | $5.2M | trimmed -7.5% | ≤2013 |
| First Eagle Investment Management | 526.4k | 0.36% | $5.2M | trimmed -6% | 2022 Q1 |
| Man Group | 519.0k | 0.35% | $5.1M | added +299.2% | 2025 Q4 |
| Ameriprise Financial INC | 503.4k | 0.34% | $5.0M | trimmed -16% | ≤2013 |
| Public Sector Pension Investment Board | 489.4k | 0.33% | $4.8M | added +3.3% | 2015 Q4 |
| D. E. Shaw | 471.6k | 0.32% | $4.7M | trimmed -60.2% | 2022 Q1 |
| Millennium Management | 466.2k | 0.32% | $4.6M | added +79.3% | ≤2013 |
| Russell Investments Group, LTD. | 420.6k | 0.29% | $4.2M | trimmed -9% | 2016 Q4 |
| Rhumbline Advisers | 411.3k | 0.28% | $4.1M | added +1.2% | ≤2013 |
| Connor, Clark & Lunn Investment Management LTD. | 397.0k | 0.27% | $3.9M | opened | 2026 Q1 |
| Assenagon Asset Management S.a. | 396.6k | 0.27% | $3.9M | trimmed -2.9% | 2021 Q4 |
| Franklin Resources | 393.3k | 0.27% | $3.9M | added +3552.8% | 2021 Q3 |
| Nuveen | 386.6k | 0.26% | $3.8M | trimmed -0.6% | 2019 Q2 |
| CSM Advisors, LLC | 358.5k | 0.24% | $3.5M | trimmed -0.5% | 2025 Q2 |
| SEI Investments CO | 335.9k | 0.23% | $3.3M | added +93.1% | ≤2013 |
Largest 50 of 263 shown; the full ranked, searchable register is at boothcheck.com/holders/HLX. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.