Heartbeam
BEAT
28 hedge funds and large institutions have $3.66M invested in Heartbeam in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 2 closing their positions.
0.19% more ownership
Funds ownership: 6.28% → 6.48% (+0.19%)
0% more funds holding
Funds holding: 28 → 28 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
7% less capital invested
Capital invested by funds: $3.92M → $3.66M (-$258K)
50% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$353K |
| 2 |
CFS
Cannon Financial Strategists
Athens,
Georgia
|
+$46.2K |
| 3 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$19.1K |
| 4 |
SAMC
Spectrum Asset Management (California)
Newport Beach,
California
|
+$5.08K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$336 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AR
Advisory Research
Chicago,
Illinois
|
-$127K |
| 2 |
FIA
FNY Investment Advisers
New York
|
-$24K |
| 3 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
-$24K |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
-$20.5K |
| 5 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$12.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Wells Fargo
San Francisco,
California
| $318 | -$36 | -14 | -9% |
|
|
27
Bank of America
Charlotte,
North Carolina
| $284 | +$336 | +132 | New |
|
28
JP Morgan Chase
New York
| $54 | +$64 | +25 | New |
|
|
FIA
29
FNY Investment Advisers
New York
| – | -$24K | -10,000 | Closed |
|
|
SEIA
30
Signature Estate & Investment Advisors
Los Angeles,
California
| – | -$24K | -10,000 | Closed |
|
BEAT Hedge Fund Activity: Q3 2023 in Review
28 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Heartbeam (BEAT) for Q3 2023, worth a combined $3.66M — down 6.6% from $3.92M a quarter earlier.
Fund positioning in BEAT was balanced in Q3 2023: 2 funds opened new positions, 2 closed out, 4 added to existing stakes and 8 trimmed.
The largest buyer was Vanguard Group, adding an estimated $353K. The largest seller was Advisory Research, cutting an estimated $127K.
- 28 institutional investors held Heartbeam (BEAT) as of Q3 2023, unchanged from Q2 2023.
- Funds reported $3.66M of Heartbeam stock for Q3 2023, down 6.6% quarter-over-quarter.
- 2 funds opened new Heartbeam positions in Q3 2023 and 2 closed out, a net change of 0 holders.
- The largest Heartbeam buyer in Q3 2023 was Vanguard Group, an estimated $353K added.
- The largest Heartbeam seller in Q3 2023 was Advisory Research, an estimated $127K sold.
Based on aggregated 13F filings for Q3 2023.