Heliogen, Inc.
HLGN
HLGN was delisted on the 7th of November, 2023.
31 hedge funds and large institutions have $2.07M invested in Heliogen, Inc. in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 12 reducing their positions, and 45 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
25% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 12
56% less funds holding
Funds holding: 71 → 31 (-40)
60% less capital invested
Capital invested by funds: $5.2M → $2.07M (-$3.13M)
89% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 45
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $79K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$579K |
| 2 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
+$134K |
| 3 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$109K |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$96K |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$32.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$295K |
| 2 |
Renaissance Technologies
New York
|
-$254K |
| 3 |
Millennium Management
New York
|
-$179K |
| 4 |
YIH
Y-Intercept (HK)
Hong Kong
|
-$109K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$105K |
HLGN Hedge Fund Activity: Q3 2023 in Review
31 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Heliogen, Inc. (HLGN) for Q3 2023, worth a combined $2.07M — down 60% from $5.2M a quarter earlier.
Sellers outnumbered buyers: 45 funds closed out of HLGN and 5 opened new positions — a net loss of 40 holders — while 12 trimmed existing stakes and 9 added.
The largest buyer was Morgan Stanley, adding an estimated $579K. The largest seller was Jacobs Levy Equity Management, exiting entirely with an estimated $295K sold.
- 31 institutional investors held Heliogen, Inc. (HLGN) as of Q3 2023, down from 71 in Q2 2023.
- Funds reported $2.07M of Heliogen, Inc. stock for Q3 2023, down 60% quarter-over-quarter.
- 5 funds opened new Heliogen, Inc. positions in Q3 2023 and 45 closed out, a net change of -40 holders.
- The largest Heliogen, Inc. buyer in Q3 2023 was Morgan Stanley, an estimated $579K added.
- The largest Heliogen, Inc. seller in Q3 2023 was Jacobs Levy Equity Management, an estimated $295K sold.
Based on aggregated 13F filings for Q3 2023.