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OSAM
O'Shaughnessy Asset Management’s
Helix Energy Solutions
HLX
Stock Holding History
O'Shaughnessy 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
2026
Q1
–
Sell
-14,926
Closed
-$93.6K
–
2738
2025
Q4
$93.6K
Sell
14,926
-296
-2%
-$1.97K
﹤0.01%
2139
2025
Q3
$99.9K
Buy
+15,222
New
+$95.8K
﹤0.01%
2091
2021
Q4
–
Sell
-7,899
Closed
-$31K
–
1776
2021
Q3
$31K
Sell
7,899
-185
-2%
-$762
﹤0.01%
1816
2021
Q2
$46K
Buy
+8,084
New
+$42.5K
﹤0.01%
1602
2013
Q3
–
Sell
-322
Closed
-$7K
–
958
2013
Q2
$7K
Buy
+322
New
+$7.52K
﹤0.01%
755
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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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