Clough Capital Partners’s Helix Energy Solutions HLX Stock Holding History

Clough Capital Partners’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
2024 Q3	–	Sell	-102,869	Closed	-$1.23M	–	139
2024 Q2	$1.23M	Buy	+102,869	New	+$1.15M	0.13%	74
2024 Q1	–	Sell	-30,158	Closed	-$310K	–	147
2023 Q4	$310K	Buy	30,158 +2,343	+8%	+$23.3K	0.03%	170
2023 Q3	$311K	Buy	+27,815	New	+$268K	0.03%	157
2016 Q3	–	Sell	-377,259	Closed	-$2.55M	–	194
2016 Q2	$2.55M	Buy	+377,259	New	+$2.73M	0.14%	129

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

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

Clough Capital Partners's HLX Position: Q3 2024 in Review

Clough Capital Partners sold out of Helix Energy Solutions (HLX) in Q3 2024, closing a stake of 102,869 shares — an estimated $1.23M sold.

Clough Capital Partners first reported a position in HLX in Q2 2016 and held it in 4 quarters. The position peaked at $2.55M in Q2 2016. 238 funds tracked by Wall St. Rank hold HLX as of Q3 2024.

Clough Capital Partners reported no remaining Helix Energy Solutions position as of Q3 2024 after selling out during the quarter.
Clough Capital Partners sold 102,869 Helix Energy Solutions shares in Q3 2024, an estimated $1.23M.
Clough Capital Partners first reported a position in Helix Energy Solutions in Q2 2016 and held it in 4 quarters.
Clough Capital Partners's Helix Energy Solutions position peaked at $2.55M in Q2 2016.
238 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q3 2024.

Based on Clough Capital Partners's 13F filing for Q3 2024, filed 14 Nov 2024.