Heartbeam
BEAT
28 hedge funds and large institutions have $3.92M invested in Heartbeam in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 3 closing their positions.
350% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 2
333% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 3
259% more capital invested
Capital invested by funds: $1.09M → $3.92M (+$2.83M)
56% more funds holding
Funds holding: 18 → 28 (+10)
0.43% more ownership
Funds ownership: 5.85% → 6.28% (+0.43%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SSWM
Smith Salley Wealth Management
Greensboro,
North Carolina
|
+$461K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$366K |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$346K |
| 4 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
+$308K |
| 5 |
AR
Advisory Research
Chicago,
Illinois
|
+$231K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
-$53K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$32.5K |
| 3 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$5.77K |
| 4 |
BWM
BerganKDV Wealth Management
Bloomington,
Minnesota
|
-$4.26K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$85 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LFG
26
Larson Financial Group
St Louis,
Missouri
| $3.01K | – | – | – |
|
|
NA
27
NewEdge Advisors
New Orleans,
Louisiana
| $2.41K | – | – | – |
|
28
Wells Fargo
San Francisco,
California
| $390 | +$300 | +130 | +406% |
|
|
29
Renaissance Technologies
New York
| – | -$53K | -23,568 | Closed |
|
|
30
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$32.5K | -14,380 | Closed |
|
|
BWM
31
BerganKDV Wealth Management
Bloomington,
Minnesota
| – | -$4.26K | -1,876 | Closed |
|
BEAT Hedge Fund Activity: Q2 2023 in Review
28 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Heartbeam (BEAT) for Q2 2023, worth a combined $3.92M — up 259% from $1.09M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new BEAT positions and 3 closed out — a net gain of 10 holders — while 9 added to existing stakes and 2 trimmed.
The largest buyer was Smith Salley Wealth Management, opening a new position worth an estimated $461K. The largest seller was Renaissance Technologies, exiting entirely with an estimated $53K sold.
- 28 institutional investors held Heartbeam (BEAT) as of Q2 2023, up from 18 in Q1 2023.
- Funds reported $3.92M of Heartbeam stock for Q2 2023, up 259% quarter-over-quarter.
- 13 funds opened new Heartbeam positions in Q2 2023 and 3 closed out, a net change of +10 holders.
- The largest Heartbeam buyer in Q2 2023 was Smith Salley Wealth Management, an estimated $461K added.
- The largest Heartbeam seller in Q2 2023 was Renaissance Technologies, an estimated $53K sold.
Based on aggregated 13F filings for Q2 2023.