Fulcrum Asset Management LLP HLX β€” HELIX ENERGY SOLUTIONS GRP I

Ownership history in Fulcrum Asset Management LLP  Β·  3 quarters on record

AI Ownership Summary

Fulcrum Asset Management LLP reported HELIX ENERGY SOLUTIONS GRP I (HLX) in 3 quarterly 13F filings from 2025 Q1 through 2025 Q3. Peak portfolio weight reached 0.44% in 2025 Q2. The latest visible filing shows HLX at 0.17% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HLX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Fulcrum Asset Management LLP's position in HELIX ENERGY SOLUTIONS GRP I, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

HLX was reported at 0.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.44% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Fulcrum Asset Management LLP held HLX β€” position size vs. price
% of Fund (quarterly)    HLX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 61.0% -4.3% βœ… 36,078 -56,323 -61.0% 0.17% $237K 2025-11-18 $6.50
2025 Q2 REDUCED 38.1% +7.5% ❌ 92,401 -56,835 -38.1% 0.44% $577K 2025-08-12 $5.93
2025 Q1 INITIATED β€” β€” β€” 149,236 β€” β€” 0.21% $1.1M 2025-04-24 $6.58

FAQ About Fulcrum Asset Management LLP and HLX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Fulcrum Asset Management LLP reported owning HLX?

Fulcrum Asset Management LLP reported HLX across 3 quarterly 13F filings, from 2025 Q1 through 2025 Q3.

What was the largest reported HLX position in Fulcrum Asset Management LLP's portfolio?

The largest reported portfolio weight for HLX was 0.44% in 2025 Q2.

What is the latest reported HLX position on this page?

The most recent filing on this page is 2025 Q3, when Fulcrum Asset Management LLP reported 36,078 shares, equal to 0.17% of portfolio, with an estimated market value of $237K.

What does the chart on this HLX ownership page compare?

The chart compares Fulcrum Asset Management LLP's quarterly HLX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Fulcrum Asset Management LLP Holdings