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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
CUSIP 42329E105

HELIOGEN INC

122 institutions · $11.1M total · 31,995,736 shares

#ManagerSharesValue% of TotalPeriod
1Capital World Investors5,800,000$4.0M18.12%2023-03-31
2VANGUARD GROUP INC6,836,348$1.6M21.36%2023-09-30
3CIBC Private Wealth Group, LLC643,633$449.4K2.01%2023-06-30
4GOLDMAN SACHS GROUP INC530,726$370.6K1.65%2024-03-31
5SHANDA ASSET MANAGEMENT HOLDINGS Ltd1,359,330$333.0K4.24%2023-09-30
6MILLENNIUM MANAGEMENT LLC1,321,284$323.7K4.12%2023-09-30
7Squarepoint Ops LLC435,483$304.1K1.36%2023-03-31
8JACOBS LEVY EQUITY MANAGEMENT, INC1,204,334$295.1K3.76%2023-09-30
9BlackRock Inc.1,176,762$288.3K3.67%2023-09-30
10MORGAN STANLEY1,105,302$270.8K3.45%2023-09-30
11MISSION WEALTH MANAGEMENT, LP883,016$216.3K2.75%2023-09-30
12GEODE CAPITAL MANAGEMENT, LLC832,568$204.0K2.60%2023-09-30
13AQR CAPITAL MANAGEMENT LLC788,269$189.3K2.46%2023-06-30
14Swiss National Bank246,700$172.2K0.77%2023-03-31
15SUSQUEHANNA INTERNATIONAL GROUP, LLP504,522$123.6K1.57%2023-09-30
16MetLife Investment Management, LLC59,475$110.6K0.18%2024-03-31
17Y-Intercept (Hong Kong) Ltd446,581$109.4K1.39%2023-09-30
18STATE STREET CORP435,966$106.8K1.36%2023-09-30
19CHARLES SCHWAB INVESTMENT MANAGEMENT INC419,524$102.8K1.31%2023-09-30
20Verition Fund Management LLC400,000$98.0K1.25%2023-09-30
21Vident Investment Advisory, LLC119,852$83.9K0.37%2023-03-31
22Connective Capital Management, LLC98,418$68.7K0.30%2024-03-31
23SCOGGIN MANAGEMENT LP17,857$67.5K0.05%2023-12-31
24Connor, Clark & Lunn Investment Management Ltd.94,951$66.3K0.29%2023-03-31
25Voya Investment Management LLC34,748$64.6K0.10%2024-12-31
26Mirae Asset Global Investments Co., Ltd.258,249$64.6K0.80%2023-09-30
27BANK OF MONTREAL /CAN/82,797$59.7K0.25%2023-03-31
28Baird Financial Group, Inc.200,000$49.0K0.62%2023-09-30
29NORTHERN TRUST CORP171,438$42.0K0.53%2023-09-30
30Creative Planning160,608$39.3K0.50%2023-09-30
31Greenland Capital Management LP55,085$38.5K0.17%2023-03-31
32Point72 Middle East FZE52,716$36.8K0.16%2023-03-31
33CREDIT SUISSE AG/45,096$31.5K0.14%2023-03-31
34Qube Research & Technologies Ltd128,113$31.4K0.40%2023-09-30
35Saba Capital Management, L.P.126,243$30.9K0.39%2023-09-30
36Privium Fund Management B.V.57,300$29.6K0.17%2023-03-31
37NOMURA HOLDINGS INC107,900$26.4K0.33%2023-09-30
38CITADEL ADVISORS LLC106,200$26.0K0.33%2023-09-30
39Oasis Management Co Ltd.100,000$24.5K0.31%2023-09-30
40GROUP ONE TRADING, L.P.98,634$24.2K0.30%2023-09-30
41TWO SIGMA INVESTMENTS, LP95,918$23.5K0.29%2023-09-30
42Centiva Capital, LP32,481$22.7K0.10%2023-03-31
43Ergoteles LLC90,300$22.1K0.28%2023-09-30
44FMR LLC88,209$21.2K0.27%2023-09-30
45OLD MISSION CAPITAL LLC85,244$20.9K0.26%2023-09-30
46NEW YORK STATE COMMON RETIREMENT FUND29,543$20.6K0.09%2025-09-30
47Arizona State Retirement System29,542$20.6K0.09%2023-03-31
48XTX Topco Ltd80,834$19.8K0.25%2023-09-30
49JANE STREET GROUP, LLC79,642$19.1K0.24%2023-06-30
50Schonfeld Strategic Advisors LLC26,616$18.6K0.08%2023-03-31
51Plante Moran Financial Advisors, LLC25,000$17.5K0.07%2023-03-31
52Octavia Wealth Advisors, LLC65,110$16.0K0.20%2023-09-30
53Schechter Investment Advisors, LLC60,000$14.7K0.18%2023-09-30
54Tower Research Capital LLC (TRC)52,003$12.7K0.16%2023-09-30
55Metropolitan Life Insurance Co/NY6,744$12.5K0.02%2023-06-30
56Royal Bank of Canada43,539$11.0K0.13%2023-09-30
57AMERICAN INTERNATIONAL GROUP, INC.43,857$10.5K0.13%2023-06-30
58JPMORGAN CHASE & CO38,341$9.4K0.11%2023-09-30
59Cubist Systematic Strategies, LLC37,473$9.2K0.11%2023-09-30
60STATE OF WISCONSIN INVESTMENT BOARD12,910$9.0K0.04%2023-03-31
61Bank of New York Mellon Corp34,437$8.4K0.10%2023-09-30
62CoreCap Advisors, LLC12,042$8.4K0.03%2023-03-31
63CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM33,785$8.1K0.10%2023-06-30
64Cetera Advisor Networks LLC10,477$7.3K0.03%2023-03-31
65TWO SIGMA ADVISERS, LP27,800$6.8K0.08%2023-09-30
66COHEN LAWRENCE B26,192$6.4K0.08%2023-09-30
67Invesco Ltd.25,192$6.1K0.07%2023-06-30
68RHUMBLINE ADVISERS22,875$5.6K0.07%2023-09-30
69BLAIR WILLIAM & CO/IL20,954$5.1K0.06%2023-09-30
70BROWN ADVISORY INC20,000$4.9K0.06%2023-09-30
71TITLEIST ASSET MANAGEMENT, LLC18,008$4.4K0.05%2023-09-30
72Balyasny Asset Management LLC17,341$4.2K0.05%2023-09-30
73FORVIS Wealth Advisors, LLC14,592$3.6K0.04%2023-09-30
74UBS Group AG14,554$3.6K0.04%2023-09-30
75VICTORY CAPITAL MANAGEMENT INC14,464$3.5K0.04%2023-09-30
76SEI INVESTMENTS CO14,463$3.5K0.04%2023-06-30
77OXFORD FINANCIAL GROUP LTD14,006$3.4K0.04%2023-09-30
78KESTRA PRIVATE WEALTH SERVICES, LLC13,000$3.2K0.04%2023-09-30
79Lido Advisors, LLC12,583$3.1K0.03%2023-09-30
80ALLIANCEBERNSTEIN L.P.12,200$2.9K0.03%2023-06-30
81Nelson, Van Denburg & Campbell Wealth Management Group, LLC11,815$2.9K0.03%2023-09-30
82DEUTSCHE BANK AG\11,573$2.8K0.03%2023-09-30
83Sigma Planning Corp11,433$2.8K0.03%2023-09-30
84Advisory Services Network, LLC11,319$2.8K0.03%2023-09-30
85Tarbox Family Office, Inc.11,113$2.7K0.03%2023-09-30
86PRINCIPAL FINANCIAL GROUP INC10,910$2.6K0.03%2023-06-30
87Legal & General Group Plc10,822$2.6K0.03%2023-06-30
88ProShare Advisors LLC10,694$2.6K0.03%2023-06-30
89RAYMOND JAMES & ASSOCIATES10,000$2.5K0.03%2023-09-30
90Ameritas Investment Partners, Inc.7,124$1.7K0.02%2023-06-30
91SIGNATUREFD, LLC5,818$1.4K0.01%2023-09-30
92WOLVERINE ASSET MANAGEMENT LLC4,763$1.2K0.01%2023-09-30
93Jefferies Financial Group Inc.18,900$8620.05%2023-09-30
94IFP Advisors, Inc50$7760.00%2023-09-30
95BANK OF AMERICA CORP /DE/3,004$7360.00%2023-09-30
96CITIGROUP INC1,351$3310.00%2023-09-30
97Milestone Investment Advisors LLC1,121$2700.00%2023-06-30
98RENAISSANCE TECHNOLOGIES LLC1,038,717$2543.24%2023-09-30
99Alpine Global Management, LLC352,080$2461.10%2023-03-31
100ADVISOR GROUP HOLDINGS, INC.1,000$2450.00%2023-09-30
101WELLS FARGO & COMPANY/MN737$1810.00%2023-09-30
102ExodusPoint Capital Management, LP231,827$1620.72%2023-03-31
103Nuveen Asset Management, LLC560,022$1351.75%2023-06-30
104CKW FINANCIAL GROUP347,043$851.08%2023-09-30
105Point72 Asset Management, L.P.268$660.00%2023-09-30
106GSA CAPITAL PARTNERS LLP57,168$400.17%2023-03-31
107COMERICA BANK35,000$230.10%2023-03-31
108Ellevest, Inc.91$220.00%2023-06-30
109CAZ INVESTMENTS LP50,000$120.15%2023-09-30
110BARCLAYS PLC43,699$100.13%2023-06-30
111HRT FINANCIAL LP44,679$100.13%2023-09-30
112SG Americas Securities, LLC37,900$90.11%2023-06-30
113TEACHER RETIREMENT SYSTEM OF TEXAS11,605$80.03%2023-03-31
114WOLVERINE TRADING, LLC11,900$80.03%2023-03-31
115SIMPLEX TRADING, LLC32,658$80.10%2023-09-30
116MML INVESTORS SERVICES, LLC10,365$70.03%2023-03-31
117PRICE T ROWE ASSOCIATES INC /MD/14,040$40.04%2023-06-30
118AMALGAMATED BANK13,258$30.04%2023-06-30
119COMMONWEALTH EQUITY SERVICES, LLC11,250$20.03%2023-06-30
120First Horizon Advisors, Inc.0$00.00%2023-03-31
121CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2023-09-30
122Cutler Group LLC / CA320$00.00%2023-09-30