IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Heliogen Inc

Q2 2023 vs Q3 2023

Comparing institutional holders between quarters

Quarters

Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Scoggin Management LP
DECREASED
Shares17,857 from 625,000
Change-607,143 (-97%)
Value$67.5K (-$85.6K)
Filed 2023-11-14
Vanguard Group Inc
CLOSED
Shares0 from 6,433,977
Change-6,433,977 (-100%)
Value$0 (-$1.6M)
Filed 2023-12-18
Shanda Asset Management Holdings Ltd
CLOSED
Shares0 from 1,359,330
Change-1,359,330 (-100%)
Value$0 (-$333.0K)
Filed 2023-11-14
Millennium Management LLC
CLOSED
Shares0 from 1,321,284
Change-1,321,284 (-100%)
Value$0 (-$323.7K)
Filed 2023-11-14
Jacobs Levy Equity Management, Inc
CLOSED
Shares0 from 1,204,334
Change-1,204,334 (-100%)
Value$0 (-$295.1K)
Filed 2023-11-17
BlackRock Inc.
CLOSED
Shares0 from 1,179,906
Change-1,179,906 (-100%)
Value$0 (-$289.1K)
Filed 2023-11-13
Morgan Stanley
CLOSED
Shares0 from 1,139,927
Change-1,139,927 (-100%)
Value$0 (-$279.3K)
Filed 2023-11-15
Renaissance Technologies LLC
CLOSED
Shares0 from 1,038,717
Change-1,038,717 (-100%)
Value$0 (-$254)
Filed 2023-11-14
Mission Wealth Management, LP
CLOSED
Shares0 from 883,016
Change-883,016 (-100%)
Value$0 (-$216.3K)
Filed 2023-10-24
Geode Capital Management, LLC
CLOSED
Shares0 from 832,568
Change-832,568 (-100%)
Value$0 (-$204.0K)
Filed 2023-11-13
Susquehanna International Group, LLP
CLOSED
Shares0 from 504,522
Change-504,522 (-100%)
Value$0 (-$123.6K)
Filed 2023-11-14
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 446,581
Change-446,581 (-100%)
Value$0 (-$109.4K)
Filed 2023-11-14
State Street Corp
CLOSED
Shares0 from 435,966
Change-435,966 (-100%)
Value$0 (-$106.8K)
Filed 2023-11-14
Verition Fund Management LLC
CLOSED
Shares0 from 400,000
Change-400,000 (-100%)
Value$0 (-$98.0K)
Filed 2023-11-14
CKW Financial Group
CLOSED
Shares0 from 347,043
Change-347,043 (-100%)
Value$0 (-$85)
Filed 2023-10-19
Mirae Asset Global Investments Co., Ltd.
CLOSED
Shares0 from 258,249
Change-258,249 (-100%)
Value$0 (-$64.6K)
Filed 2023-10-26
Goldman Sachs Group Inc
CLOSED
Shares0 from 211,647
Change-211,647 (-100%)
Value$0 (-$51.9K)
Filed 2024-05-15
Baird Financial Group, Inc.
CLOSED
Shares0 from 200,000
Change-200,000 (-100%)
Value$0 (-$49.0K)
Filed 2023-11-13
Northern Trust Corp
CLOSED
Shares0 from 171,438
Change-171,438 (-100%)
Value$0 (-$42.0K)
Filed 2023-11-13
Creative Planning
CLOSED
Shares0 from 160,608
Change-160,608 (-100%)
Value$0 (-$39.3K)
Filed 2023-11-16
Qube Research & Technologies Ltd
CLOSED
Shares0 from 128,113
Change-128,113 (-100%)
Value$0 (-$31.4K)
Filed 2023-11-13
Saba Capital Management, L.P.A
CLOSED
Shares0 from 126,243
Change-126,243 (-100%)
Value$0 (-$30.9K)
Filed 2023-11-14
Group One Trading LLC
CLOSED
Shares0 from 98,634
Change-98,634 (-100%)
Value$0 (-$24.2K)
Filed 2023-11-09
Two Sigma Investments, LP
CLOSED
Shares0 from 95,918
Change-95,918 (-100%)
Value$0 (-$23.5K)
Filed 2023-11-14
Ergoteles LLC
CLOSED
Shares0 from 90,300
Change-90,300 (-100%)
Value$0 (-$22.1K)
Filed 2023-11-14
Old Mission Capital LLC
CLOSED
Shares0 from 85,244
Change-85,244 (-100%)
Value$0 (-$20.9K)
Filed 2023-11-15
FMR LLC
CLOSED
Shares0 from 82,596
Change-82,596 (-100%)
Value$0 (-$20.2K)
Filed 2026-11-05
XTX Topco Ltd
CLOSED
Shares0 from 80,834
Change-80,834 (-100%)
Value$0 (-$19.8K)
Filed 2023-11-13
Royal Bank of Canada
CLOSED
Shares0 from 75,143
Change-75,143 (-100%)
Value$0 (-$19.0K)
Filed 2023-11-14
Octavia Wealth Advisors, LLC
CLOSED
Shares0 from 65,110
Change-65,110 (-100%)
Value$0 (-$16.0K)
Filed 2023-10-30
Schechter Investment Advisors, LLC
CLOSED
Shares0 from 60,000
Change-60,000 (-100%)
Value$0 (-$14.7K)
Filed 2023-11-06
Tower Research Capital LLC (TRC)
CLOSED
Shares0 from 52,098
Change-52,098 (-100%)
Value$0 (-$12.8K)
Filed 2023-11-14
CAZ Investments LP
CLOSED
Shares0 from 50,000
Change-50,000 (-100%)
Value$0 (-$12)
Filed 2023-11-14
HRT Financial LP
CLOSED
Shares0 from 44,679
Change-44,679 (-100%)
Value$0 (-$10)
Filed 2023-11-13
JPMorgan Chase & Co
CLOSED
Shares0 from 38,341
Change-38,341 (-100%)
Value$0 (-$9.4K)
Filed 2023-11-14
Cubist Systematic Strategies, LLC
CLOSED
Shares0 from 37,473
Change-37,473 (-100%)
Value$0 (-$9.2K)
Filed 2023-11-14
Bank of New York Mellon Corp
CLOSED
Shares0 from 34,437
Change-34,437 (-100%)
Value$0 (-$8.4K)
Filed 2023-10-24
Simplex Trading, LLC
CLOSED
Shares0 from 32,658
Change-32,658 (-100%)
Value$0 (-$8)
Filed 2023-11-01
Two Sigma Advisers, LP
CLOSED
Shares0 from 27,800
Change-27,800 (-100%)
Value$0 (-$6.8K)
Filed 2023-11-14
Cohen Lawrence B
CLOSED
Shares0 from 26,192
Change-26,192 (-100%)
Value$0 (-$6.4K)
Filed 2023-10-23
Rhumbline Advisers
CLOSED
Shares0 from 22,875
Change-22,875 (-100%)
Value$0 (-$5.6K)
Filed 2023-11-09
Blair William & Co
CLOSED
Shares0 from 20,954
Change-20,954 (-100%)
Value$0 (-$5.1K)
Filed 2023-11-09
MAI Capital Management
CLOSED
Shares0 from 20,954
Change-20,954 (-100%)
Value$0 (-$5.1K)
Filed 2023-11-14
Brown Advisory Inc
CLOSED
Shares0 from 20,000
Change-20,000 (-100%)
Value$0 (-$4.9K)
Filed 2023-10-25
Jefferies Financial Group Inc.
CLOSED
Shares0 from 18,900
Change-18,900 (-100%)
Value$0 (-$862)
Filed 2023-11-14
Titleist Asset Management, LLC
CLOSED
Shares0 from 18,008
Change-18,008 (-100%)
Value$0 (-$4.4K)
Filed 2023-11-14
Balyasny Asset Management L.P.
CLOSED
Shares0 from 17,341
Change-17,341 (-100%)
Value$0 (-$4.2K)
Filed 2023-11-14
UBS Group AG
CLOSED
Shares0 from 15,293
Change-15,293 (-100%)
Value$0 (-$3.7K)
Filed 2023-11-09
Forvis Mazars Wealth Advisors, LLC
CLOSED
Shares0 from 14,592
Change-14,592 (-100%)
Value$0 (-$3.6K)
Filed 2023-10-26
Victory Capital Management Inc
CLOSED
Shares0 from 14,464
Change-14,464 (-100%)
Value$0 (-$3.5K)
Filed 2023-11-06
Oxford Financial Group, Ltd. LLC
CLOSED
Shares0 from 14,006
Change-14,006 (-100%)
Value$0 (-$3.4K)
Filed 2023-11-13
Kestra Private Wealth Services, LLC
CLOSED
Shares0 from 13,000
Change-13,000 (-100%)
Value$0 (-$3.2K)
Filed 2023-11-08
Lido Advisors, LLC
CLOSED
Shares0 from 12,583
Change-12,583 (-100%)
Value$0 (-$3.1K)
Filed 2023-11-14
Avior Wealth Management, LLC
CLOSED
Shares0 from 11,815
Change-11,815 (-100%)
Value$0 (-$2.9K)
Filed 2023-10-17
Deutsche Bank Ag\
CLOSED
Shares0 from 11,573
Change-11,573 (-100%)
Value$0 (-$2.8K)
Filed 2023-11-24
Sigma Planning Corp
CLOSED
Shares0 from 11,433
Change-11,433 (-100%)
Value$0 (-$2.8K)
Filed 2023-11-06
Advisory Services Network, LLC
CLOSED
Shares0 from 11,319
Change-11,319 (-100%)
Value$0 (-$2.8K)
Filed 2023-11-14
Tarbox Family Office, Inc.
CLOSED
Shares0 from 11,113
Change-11,113 (-100%)
Value$0 (-$2.7K)
Filed 2023-10-13
Raymond James & Associates
CLOSED
Shares0 from 10,000
Change-10,000 (-100%)
Value$0 (-$2.5K)
Filed 2023-10-24
Signaturefd, LLC
CLOSED
Shares0 from 5,818
Change-5,818 (-100%)
Value$0 (-$1.4K)
Filed 2023-11-03
Bank of America Corp
CLOSED
Shares0 from 5,724
Change-5,724 (-100%)
Value$0 (-$1.4K)
Filed 2023-11-14
Wolverine Asset Management LLC
CLOSED
Shares0 from 4,763
Change-4,763 (-100%)
Value$0 (-$1.2K)
Filed 2023-11-13
Citigroup Inc
CLOSED
Shares0 from 1,352
Change-1,352 (-100%)
Value$0 (-$331)
Filed 2023-12-06
Osaic Holdings, Inc.
CLOSED
Shares0 from 1,325
Change-1,325 (-100%)
Value$0 (-$324)
Filed 2023-11-13
Wells Fargo & Company
CLOSED
Shares0 from 737
Change-737 (-100%)
Value$0 (-$181)
Filed 2023-11-13
New York State Common Retirement Fund
CLOSED
Shares0 from 501
Change-501 (-100%)
Value$0 (-$123)
Filed 2025-10-08
Cutler Group LP
CLOSED
Shares0 from 320
Change-320 (-100%)
Value$0 ($0)
Filed 2023-11-07
Point72 Asset Management, L.P.
CLOSED
Shares0 from 268
Change-268 (-100%)
Value$0 (-$66)
Filed 2023-11-14
IFP Advisors, Inc
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$12)
Filed 2023-10-12
Proequities, Inc.
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2023-10-30
Status
Scoggin Management LP
DECREASED17,857625,000-607,143-97%$153.1K$67.5K-$85.6K2023-11-14
Vanguard Group Inc
CLOSED06,433,977-6,433,977-100%$1.6M$0-$1.6M2023-12-18
Shanda Asset Management Holdings Ltd
CLOSED01,359,330-1,359,330-100%$333.0K$0-$333.0K2023-11-14
Millennium Management LLC
CLOSED01,321,284-1,321,284-100%$323.7K$0-$323.7K2023-11-14
Jacobs Levy Equity Management, Inc
CLOSED01,204,334-1,204,334-100%$295.1K$0-$295.1K2023-11-17
BlackRock Inc.
CLOSED01,179,906-1,179,906-100%$289.1K$0-$289.1K2023-11-13
Morgan Stanley
CLOSED01,139,927-1,139,927-100%$279.3K$0-$279.3K2023-11-15
Renaissance Technologies LLC
CLOSED01,038,717-1,038,717-100%$254$0-$2542023-11-14
Mission Wealth Management, LP
CLOSED0883,016-883,016-100%$216.3K$0-$216.3K2023-10-24
Geode Capital Management, LLC
CLOSED0832,568-832,568-100%$204.0K$0-$204.0K2023-11-13
Susquehanna International Group, LLP
CLOSED0504,522-504,522-100%$123.6K$0-$123.6K2023-11-14
Y-Intercept (Hong Kong) Ltd
CLOSED0446,581-446,581-100%$109.4K$0-$109.4K2023-11-14
State Street Corp
CLOSED0435,966-435,966-100%$106.8K$0-$106.8K2023-11-14
Verition Fund Management LLC
CLOSED0400,000-400,000-100%$98.0K$0-$98.0K2023-11-14
CKW Financial Group
CLOSED0347,043-347,043-100%$85$0-$852023-10-19
Mirae Asset Global Investments Co., Ltd.
CLOSED0258,249-258,249-100%$64.6K$0-$64.6K2023-10-26
Goldman Sachs Group Inc
CLOSED0211,647-211,647-100%$51.9K$0-$51.9K2024-05-15
Baird Financial Group, Inc.
CLOSED0200,000-200,000-100%$49.0K$0-$49.0K2023-11-13
Northern Trust Corp
CLOSED0171,438-171,438-100%$42.0K$0-$42.0K2023-11-13
Creative Planning
CLOSED0160,608-160,608-100%$39.3K$0-$39.3K2023-11-16
Qube Research & Technologies Ltd
CLOSED0128,113-128,113-100%$31.4K$0-$31.4K2023-11-13
Saba Capital Management, L.P.A
CLOSED0126,243-126,243-100%$30.9K$0-$30.9K2023-11-14
Group One Trading LLC
CLOSED098,634-98,634-100%$24.2K$0-$24.2K2023-11-09
Two Sigma Investments, LP
CLOSED095,918-95,918-100%$23.5K$0-$23.5K2023-11-14
Ergoteles LLC
CLOSED090,300-90,300-100%$22.1K$0-$22.1K2023-11-14
Old Mission Capital LLC
CLOSED085,244-85,244-100%$20.9K$0-$20.9K2023-11-15
FMR LLC
CLOSED082,596-82,596-100%$20.2K$0-$20.2K2026-11-05
XTX Topco Ltd
CLOSED080,834-80,834-100%$19.8K$0-$19.8K2023-11-13
Royal Bank of Canada
CLOSED075,143-75,143-100%$19.0K$0-$19.0K2023-11-14
Octavia Wealth Advisors, LLC
CLOSED065,110-65,110-100%$16.0K$0-$16.0K2023-10-30
Schechter Investment Advisors, LLC
CLOSED060,000-60,000-100%$14.7K$0-$14.7K2023-11-06
Tower Research Capital LLC (TRC)
CLOSED052,098-52,098-100%$12.8K$0-$12.8K2023-11-14
CAZ Investments LP
CLOSED050,000-50,000-100%$12$0-$122023-11-14
HRT Financial LP
CLOSED044,679-44,679-100%$10$0-$102023-11-13
JPMorgan Chase & Co
CLOSED038,341-38,341-100%$9.4K$0-$9.4K2023-11-14
Cubist Systematic Strategies, LLC
CLOSED037,473-37,473-100%$9.2K$0-$9.2K2023-11-14
Bank of New York Mellon Corp
CLOSED034,437-34,437-100%$8.4K$0-$8.4K2023-10-24
Simplex Trading, LLC
CLOSED032,658-32,658-100%$8$0-$82023-11-01
Two Sigma Advisers, LP
CLOSED027,800-27,800-100%$6.8K$0-$6.8K2023-11-14
Cohen Lawrence B
CLOSED026,192-26,192-100%$6.4K$0-$6.4K2023-10-23
Rhumbline Advisers
CLOSED022,875-22,875-100%$5.6K$0-$5.6K2023-11-09
Blair William & Co
CLOSED020,954-20,954-100%$5.1K$0-$5.1K2023-11-09
MAI Capital Management
CLOSED020,954-20,954-100%$5.1K$0-$5.1K2023-11-14
Brown Advisory Inc
CLOSED020,000-20,000-100%$4.9K$0-$4.9K2023-10-25
Jefferies Financial Group Inc.
CLOSED018,900-18,900-100%$862$0-$8622023-11-14
Titleist Asset Management, LLC
CLOSED018,008-18,008-100%$4.4K$0-$4.4K2023-11-14
Balyasny Asset Management L.P.
CLOSED017,341-17,341-100%$4.2K$0-$4.2K2023-11-14
UBS Group AG
CLOSED015,293-15,293-100%$3.7K$0-$3.7K2023-11-09
Forvis Mazars Wealth Advisors, LLC
CLOSED014,592-14,592-100%$3.6K$0-$3.6K2023-10-26
Victory Capital Management Inc
CLOSED014,464-14,464-100%$3.5K$0-$3.5K2023-11-06
Oxford Financial Group, Ltd. LLC
CLOSED014,006-14,006-100%$3.4K$0-$3.4K2023-11-13
Kestra Private Wealth Services, LLC
CLOSED013,000-13,000-100%$3.2K$0-$3.2K2023-11-08
Lido Advisors, LLC
CLOSED012,583-12,583-100%$3.1K$0-$3.1K2023-11-14
Avior Wealth Management, LLC
CLOSED011,815-11,815-100%$2.9K$0-$2.9K2023-10-17
Deutsche Bank Ag\
CLOSED011,573-11,573-100%$2.8K$0-$2.8K2023-11-24
Sigma Planning Corp
CLOSED011,433-11,433-100%$2.8K$0-$2.8K2023-11-06
Advisory Services Network, LLC
CLOSED011,319-11,319-100%$2.8K$0-$2.8K2023-11-14
Tarbox Family Office, Inc.
CLOSED011,113-11,113-100%$2.7K$0-$2.7K2023-10-13
Raymond James & Associates
CLOSED010,000-10,000-100%$2.5K$0-$2.5K2023-10-24
Signaturefd, LLC
CLOSED05,818-5,818-100%$1.4K$0-$1.4K2023-11-03
Bank of America Corp
CLOSED05,724-5,724-100%$1.4K$0-$1.4K2023-11-14
Wolverine Asset Management LLC
CLOSED04,763-4,763-100%$1.2K$0-$1.2K2023-11-13
Citigroup Inc
CLOSED01,352-1,352-100%$331$0-$3312023-12-06
Osaic Holdings, Inc.
CLOSED01,325-1,325-100%$324$0-$3242023-11-13
Wells Fargo & Company
CLOSED0737-737-100%$181$0-$1812023-11-13
New York State Common Retirement Fund
CLOSED0501-501-100%$123$0-$1232025-10-08
Cutler Group LP
CLOSED0320-320-100%$0$0$02023-11-07
Point72 Asset Management, L.P.
CLOSED0268-268-100%$66$0-$662023-11-14
IFP Advisors, Inc
CLOSED050-50-100%$12$0-$122023-10-12
Proequities, Inc.
CLOSED000—$0$0$02023-10-30
Showing 70 of 70 institutions