Based on 8 hedge funds · latest filing: 2026 Q2 · updated quarterly
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Buying streak — 1 quarter in a row
For 1 consecutive quarter, more hedge funds added HELX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
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High ownership — 80% of 3.0Y peak
80% of all-time peak
8 funds currently hold this stock — 80% of the 3.0-year high of 10 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
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Stable — ownership unchanged year-over-year
fund count last 6Q
The number of hedge funds holding HELX is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
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Slight buying edge — 56% buying
5 buying4 selling
Last quarter: 5 funds bought or added vs 4 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
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Steady new buyers — ~3 new funds per quarter
new funds entering per quarter
Funds opening this position for the first time: 1 → 2 → 3 → 3. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
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Mixed — 38% long-term, 25% new
■ 38% conviction (2yr+)
■ 38% medium
■ 25% new
Of the 8 current holders: 3 (38%) held >2 years, 3 held 1–2 years, and 2 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
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Value +124% but shares only +86% — price-driven
Last quarter: the total dollar value of institutional holdings rose +124%, but actual share count only changed +86%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
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Steady discovery — ~3 new funds/quarter
1 → 1 → 2 → 3 → 3 new funds/Q
New funds entering each quarter: 1 → 2 → 3 → 3. Consistent flow of new institutional buyers without clear acceleration or slowdown.
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Veteran-anchored — 88% veterans vs 12% newcomers
■ 88% veterans
■ 0% 1-2yr
■ 12% new
Entry-cohort mix of 8 holders: 7 (88%) are 2+ year veterans, 0 entered 1–2 years ago, and 1 (12%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
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Elite ownership — 55% AUM from top-100 funds
55% from top-100 AUM funds
3 of 7 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in HELX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
Exit risk score 2.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.