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Ancora Advisors’s Helix Energy Solutions HLX Stock Holding History

Ancora Advisors’s Portfolio HLX Stock Details HLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-527,113
Closed -$4.91M – 1816
2024
Q4 		$4.91M Sell
527,113
-346,393
-40% -$3.49M 0.11% 168
2024
Q3 		$9.7M Buy
873,506
+297,040
+52% +$3.27M 0.22% 99
2024
Q2 		$6.88M Buy
576,466
+183,659
+47% +$2.05M 0.17% 122
2024
Q1 		$4.26M Buy
392,807
+103,430
+36% +$1.01M 0.1% 178
2023
Q4 		$2.97M Buy
+289,377
New +$2.87M 0.07% 216

Other funds holding HLX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GCCM
Gate City Capital Management Chicago, Illinois $257M AUM 37.12% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Ancora Advisors's HLX Position: Q1 2025 in Review

Ancora Advisors sold out of Helix Energy Solutions (HLX) in Q1 2025, closing a stake of 527,113 shares — an estimated $4.91M sold.

Ancora Advisors first reported a position in HLX in Q4 2023 and held it in 5 quarters. The position peaked at $9.7M in Q3 2024. 256 funds tracked by Wall St. Rank hold HLX as of Q1 2025.

  • Ancora Advisors reported no remaining Helix Energy Solutions position as of Q1 2025 after selling out during the quarter.
  • Ancora Advisors sold 527,113 Helix Energy Solutions shares in Q1 2025, an estimated $4.91M.
  • Ancora Advisors first reported a position in Helix Energy Solutions in Q4 2023 and held it in 5 quarters.
  • Ancora Advisors's Helix Energy Solutions position peaked at $9.7M in Q3 2024.
  • 256 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q1 2025.

Based on Ancora Advisors's 13F filing for Q1 2025, filed 15 May 2025.