Helport AI Ltd. -29HPAIWPreferred / convertible

13F holders, Q4 2024 (December 31)
15holders −1
1new positions
1sold out
1famous investor
$0.24avg. 13F price*

At the end of Q4 2024, 15 institutions reported holding Helport AI Ltd. -29 (HPAIW) in their 13F filings, down 1 from Q3 2024. 1 opened new positions and 1 sold out. The largest holders were Gratia Capital, LLC ($327K), LMR Partners LLP ($233K) and D. E. Shaw & Co. ($210K). One famous investor held it David E. Shaw ( of D. E. Shaw & Co.'s portfolio).

Company
Helport AI Ltd. -29
CUSIP
G4R52R111
Latest filing quarter
Q2 2026

History

Number of 13F holders

05101520 Q3 2024: 16Q3 2024Q4 2024: 15Q4 2024Q1 2025: 17Q1 2025Q2 2025: 18Q2 2025Q3 2025: 17Q3 2025Q4 2025: 18Q4 2025Q1 2026: 16Q1 2026Q2 2026: 16Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions1$233K
Exits1$100

All 13F filers, Q3 2024 → Q4 2024: 1,119,837 shares bought and 178,546 shares sold, net +941,291 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 15 holders

Gratia Capital, LLC — No change 1,320,918 $327K
LMR Partners LLP — New 1,034,486 $233K
D. E. Shaw & Co. — No change 847,500 $210K
Polar Asset Management Partners Inc. — No change 820,835 $193K
Calamos Advisors LLC — No change 450,000 $111K
Clear Street LLC — Add +4.2% 374,847 $84K
Aristeia Capital, L.L.C. — Add +63.3% 181,539 $43K
Linden Advisors LP — No change 133,265 $31K
Shaolin Capital Management LLC — Reduce -63.6% 100,000 $23K
Rivernorth Capital Management, LLC — No change 74,999 $17K
Yakira Capital Management, Inc. — No change 50,000 $11K
Wolverine Asset Management LLC — Reduce -7.7% 30,367 $7K
Landscape Capital Management, L.L.C. — No change 19,149 $4K
Ancora Advisors LLC — No change 10,449 $2K
Bank of America Corp. — No change 200 $45

"% of holder's portfolio" is HPAIW's weight in each manager's 13F, not the share of Helport AI Ltd. -29 the manager owns.