We are live on ! Find out more
HLGN

Heliogen, Inc.
HLGN

Delisted

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

Back to rankings

5 hedge funds and large institutions have $58.1K invested in Heliogen, Inc. in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 0 increasing their positions, 0 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% less funds holding

Funds holding: 31 → 5 (-26)

93% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 28

97% less capital invested

Capital invested by funds: $2.07M → $58.1K (-$2.01M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
5
Holders Change
-26
Holders Change %
-83.87%
% of All Funds
0.07%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
2
Increased
–
Reduced
–
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ASN
Advisory Services Network
Georgia
+$771

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$695K
2
Morgan Stanley
Morgan Stanley
New York
-$424K
3
SAMH
Shanda Asset Management Holdings
British Virgin Islands
-$147K
4
BlackRock
BlackRock
New York
-$127K
5
Geode Capital Management
Geode Capital Management
Massachusetts
-$107K
Name Holding Trade Value Shares
Change 		Change in
Stake
CIBC Private Wealth Group
1
CIBC Private Wealth Group
Georgia
$36.8K – – –
CFG
2
CKW Financial Group
Hawaii
$20K – – –
AWM
3
Avior Wealth Management
Nebraska
$672 – – –
ASN
4
Advisory Services Network
Georgia
$646 +$771 +323 New
PWM
5
Partnership Wealth Management
Maryland
$42 +$67 +28 New
Vanguard Group
6
Vanguard Group
Pennsylvania
– -$695K -183,824 Closed
Morgan Stanley
7
Morgan Stanley
New York
– -$424K -112,189 Closed
SAMH
8
Shanda Asset Management Holdings
British Virgin Islands
– -$147K -38,838 Closed
BlackRock
9
BlackRock
New York
– -$127K -33,624 Closed
Geode Capital Management
10
Geode Capital Management
Massachusetts
– -$107K -28,218 Closed
MWM
11
Mission Wealth Management
California
– -$95.4K -25,229 Closed
Northern Trust
12
Northern Trust
Illinois
– -$68.4K -18,097 Closed
SM
13
Scoggin Management
New York
– -$67.5K -17,857 Closed
BCM
14
Bridgeway Capital Management
Texas
– -$56.7K -15,000 Closed
Verition Fund Management
15
Verition Fund Management
Connecticut
– -$49.9K -13,199 Closed
Millennium Management
16
Millennium Management
New York
– -$49.8K -13,170 Closed
State Street
17
State Street
Massachusetts
– -$47.1K -12,453 Closed
Comerica Bank
18
Comerica Bank
Texas
– -$8.21K -2,171 Closed
CI
19
CAZ Investments
Texas
– -$5K -1,428 Closed
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
– -$5K -1,243 Closed
JP Morgan Chase
21
JP Morgan Chase
New York
– -$4.36K -1,153 Closed
Deutsche Bank
22
Deutsche Bank
Germany
– -$2.82K -745 Closed
Qube Research & Technologies (QRT)
23
Qube Research & Technologies (QRT)
United Kingdom
– -$1.33K -351 Closed
Bank of America
24
Bank of America
North Carolina
– -$673 -178 Closed
S
25
SignatureFD
Georgia
– -$627 -166 Closed
1
2

HLGN Hedge Fund Activity: Q4 2023 in Review

5 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Heliogen, Inc. (HLGN) for Q4 2023, worth a combined $58.1K — down 97% from $2.07M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of HLGN and 2 opened new positions — a net loss of 26 holders — while 0 trimmed existing stakes and 0 added.

The largest buyer was Advisory Services Network, opening a new position worth an estimated $771. The largest seller was Vanguard Group, exiting entirely with an estimated $695K sold.

  • 5 institutional investors held Heliogen, Inc. (HLGN) as of Q4 2023, down from 31 in Q3 2023.
  • Funds reported $58.1K of Heliogen, Inc. stock for Q4 2023, down 97% quarter-over-quarter.
  • 2 funds opened new Heliogen, Inc. positions in Q4 2023 and 28 closed out, a net change of -26 holders.
  • The largest Heliogen, Inc. buyer in Q4 2023 was Advisory Services Network, an estimated $771 added.
  • The largest Heliogen, Inc. seller in Q4 2023 was Vanguard Group, an estimated $695K sold.

Based on aggregated 13F filings for Q4 2023.