Jim Simons
HLGN

Jim Simons’s Heliogen, Inc. HLGN Stock Holding History

Jim Simons’s Portfolio HLGN Stock Details HLGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-29,678
Closed -$254K – 4259
2023
Q2 		$254K Sell
29,678
-27,905
-48% -$256K ﹤0.01% 3199
2023
Q1 		$484K Buy
57,583
+15,103
+36% +$229K ﹤0.01% 2910
2022
Q4 		$1.04M Buy
+42,480
New +$1.92M ﹤0.01% 2514

Other funds holding HLGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAMH
Shanda Asset Management Holdings Tortola,, British Virgin Islands $1.85B AUM 36.09% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SM
Scoggin Management New York $1.04B AUM 232.32% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Jim Simons's HLGN Position: Q3 2023 in Review

Jim Simons sold out of Heliogen, Inc. (HLGN) in Q3 2023, closing a stake of 29,678 shares — an estimated $254K sold.

Jim Simons first reported a position in HLGN in Q4 2022 and held it in 3 quarters. The position peaked at $1.04M in Q4 2022. 31 funds tracked by Wall St. Rank hold HLGN as of Q3 2023.

  • Jim Simons reported no remaining Heliogen, Inc. position as of Q3 2023 after selling out during the quarter.
  • Jim Simons sold 29,678 Heliogen, Inc. shares in Q3 2023, an estimated $254K.
  • Jim Simons first reported a position in Heliogen, Inc. in Q4 2022 and held it in 3 quarters.
  • Jim Simons's Heliogen, Inc. position peaked at $1.04M in Q4 2022.
  • 31 funds tracked by Wall St. Rank held Heliogen, Inc. as of Q3 2023.

Based on Renaissance Technologies's 13F filing for Q3 2023, filed 14 Nov 2023.