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Fisher Asset Management’s
Helix Energy Solutions
HLX
Stock Holding History
Fisher Asset Management’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
Q4
–
Sell
-2,254,930
Closed
-$14.8M
–
1060
2025
Q3
$14.8M
Sell
2,254,930
-167,975
-7%
-$1.06M
0.01%
365
2025
Q2
$15.1M
Sell
2,422,905
-102,045
-4%
-$676K
0.01%
355
2025
Q1
$21M
Buy
2,524,950
+697,806
+38%
+$5.88M
0.01%
321
2024
Q4
$17M
Sell
1,827,144
-114,196
-6%
-$1.15M
0.01%
360
2024
Q3
$21.5M
Buy
1,941,340
+72,945
+4%
+$803K
0.01%
331
2024
Q2
$22.3M
Buy
1,868,395
+112,283
+6%
+$1.25M
0.01%
325
2024
Q1
$19M
Sell
1,756,112
-45,307
-3%
-$441K
0.01%
340
2023
Q4
$18.5M
Sell
1,801,419
-443,064
-20%
-$4.4M
0.01%
334
2023
Q3
$25.1M
Buy
+2,244,483
New
+$21.6M
0.01%
324
Other funds holding HLX
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$5.7T AUM
30.48%
1-Year Est. Return
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$6.9T AUM
27.45%
1-Year Est. Return
Dimensional Fund Advisors
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$481B AUM
30.42%
1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
American Century Companies
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
Principal Financial Group
Des Moines, Iowa
$187B AUM
18.48%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
SFM
Systematic Financial Management
Teaneck, New Jersey
$4.36B AUM
40.56%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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