ClearAlpha Technologies’s Helix Energy Solutions HLX Stock Holding History

ClearAlpha Technologies’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	-12,669	Closed	-$118K	–	78
2024 Q4	$118K	Buy	+12,669	New	+$128K	0.08%	82
2024 Q1	–	Sell	-53,621	Closed	-$551K	–	263
2023 Q4	$551K	Buy	+53,621	New	+$533K	0.21%	182

Other funds holding HLX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

ClearAlpha Technologies's HLX Position: Q1 2025 in Review

ClearAlpha Technologies sold out of Helix Energy Solutions (HLX) in Q1 2025, closing a stake of 12,669 shares — an estimated $118K sold.

ClearAlpha Technologies first reported a position in HLX in Q4 2023 and held it in 2 quarters. The position peaked at $551K in Q4 2023. 256 funds tracked by Wall St. Rank hold HLX as of Q1 2025.

ClearAlpha Technologies reported no remaining Helix Energy Solutions position as of Q1 2025 after selling out during the quarter.
ClearAlpha Technologies sold 12,669 Helix Energy Solutions shares in Q1 2025, an estimated $118K.
ClearAlpha Technologies first reported a position in Helix Energy Solutions in Q4 2023 and held it in 2 quarters.
ClearAlpha Technologies's Helix Energy Solutions position peaked at $551K in Q4 2023.
256 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q1 2025.

Based on ClearAlpha Technologies's 13F filing for Q1 2025, filed 15 May 2025.