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HLGN

Heliogen, Inc.

Delisted

HLGN was delisted on the 7th of November, 2023.

79 hedge funds and large institutions have $7.61M invested in Heliogen, Inc. in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 25 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

822% more call options, than puts

Call options by funds: $83K | Put options by funds: $9K

19% less funds holding

Funds holding: 9879 (-19)

28% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 25

63% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 27

75% less capital invested

Capital invested by funds: $30.6M → $7.61M (-$23M)

Holders
79
Holders Change
-19
Holders Change %
-19.39%
% of All Funds
1.26%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
18
Reduced
25
Closed
27
Calls
$83K
Puts
$9K
Net Calls
+$74K
Net Calls Change
-$47K
Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
51
Brown Advisory
Maryland
$4.8K
Wells Fargo
52
Wells Fargo
California
$4.23K +$6.03K +397 +375%
T. Rowe Price Associates
53
T. Rowe Price Associates
Maryland
$4K
Victory Capital Management
54
Victory Capital Management
Texas
$3.56K -$319 -21 -5%
FMWA
55
Forvis Mazars Wealth Advisors
Missouri
$3.5K
SEI Investments
56
SEI Investments
Pennsylvania
$3.47K +$6.27K +413 New
OFG
57
Oxford Financial Group
Indiana
$3.36K
Lido Advisors
58
Lido Advisors
California
$3.02K
AB
59
Amalgamated Bank
New York
$3K +$121 +8 +2%
AllianceBernstein
60
AllianceBernstein
Tennessee
$2.93K
AWM
61
Avior Wealth Management
Nebraska
$2.84K
SPC
62
Sigma Planning Corp
Michigan
$2.75K
Citigroup
63
Citigroup
New York
$2.75K -$1.31K -86 -21%
TFO
64
Tarbox Family Office
California
$2.67K
Principal Financial Group
65
Principal Financial Group
Iowa
$2.62K
Legal & General Group
66
Legal & General Group
United Kingdom
$2.6K -$12.1K -797 -72%
ProShare Advisors
67
ProShare Advisors
Maryland
$2.57K -$425 -28 -8%
RJA
68
Raymond James & Associates
Florida
$2.4K +$4.34K +286 New
AIP
69
Ameritas Investment Partners
Nebraska
$1.71K
S
70
SignatureFD
Georgia
$1.4K
WAM
71
Wolverine Asset Management
Illinois
$1.14K
JFG
72
Jefferies Financial Group
New York
$747 +$8.2K +540 New
ASN
73
Advisory Services Network
Georgia
$730
Osaic Holdings
74
Osaic Holdings
Arizona
$318 -$167 -11 -22%
MIA
75
Milestone Investment Advisors
Wisconsin
$270 +$486 +32 New

HLGN Hedge Fund Activity: Q1 2023 in Review

79 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Heliogen, Inc. (HLGN) for Q1 2023, worth a combined $7.61M — down 75% from $30.6M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of HLGN and 10 opened new positions — a net loss of 17 holders — while 25 trimmed existing stakes and 18 added.

The largest buyer was Renaissance Technologies, adding an estimated $229K. The largest seller was Capital World Investors, exiting entirely with an estimated $4.05M sold.

  • 79 institutional investors held Heliogen, Inc. (HLGN) as of Q1 2023, down from 98 in Q4 2022.
  • Funds reported $7.61M of Heliogen, Inc. stock for Q1 2023, down 75% quarter-over-quarter.
  • 10 funds opened new Heliogen, Inc. positions in Q1 2023 and 27 closed out, a net change of -17 holders.
  • The largest Heliogen, Inc. buyer in Q1 2023 was Renaissance Technologies, an estimated $229K added.
  • The largest Heliogen, Inc. seller in Q1 2023 was Capital World Investors, an estimated $4.05M sold.

Based on aggregated 13F filings for Q1 2023.