Heartbeam
BEAT
BEAT
33 hedge funds and large institutions have $5.03M invested in Heartbeam in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 0 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
33
Holders Change
+5
Holders Change %
+17.86%
% of All Funds
0.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
7
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
1
Vanguard Group
Malvern,
Pennsylvania
|
$1.18M |
| 2 |
VF
2
Virtu Financial
New York
|
$333K |
| 3 |
PPW
3
Pasadena Private Wealth
Pasadena,
California
|
$196K |
| 4 |
4
UBS Group
Zurich,
Switzerland
|
$418K |
| 5 |
5
Osaic Holdings
Scottsdale,
Arizona
|
$27.3K |
Top Sellers
| 1 |
1
Bank of New York Mellon
New York
|
$42.9K |
| 2 |
BAAM
2
Baker Avenue Asset Management
San Francisco,
California
|
$110K |
| 3 |
3
Bank of America
Charlotte,
North Carolina
|
$62 |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
FFA
26
First Foundation Advisors
Irvine,
California
| $23.5K | +$23.5K | +10,000 | New |
|
|
TRCT
27
Tower Research Capital (TRC)
New York
| $19.8K | +$12.7K | +5,418 | +180% |
|
|
LFG
28
Larson Financial Group
St Louis,
Missouri
| $2.94K | – | – | – |
|
|
NA
29
NewEdge Advisors
New Orleans,
Louisiana
| $2.35K | – | – | – |
|
|
LF
30
Lee Financial
Dallas,
Texas
| $2.35K | +$2.35K | +1,000 | New |
|
31
Wells Fargo
San Francisco,
California
| $367 | +$19 | +8 | +5% |
|
32
JPMorgan Chase & Co
New York
| $78 | +$19 | +8 | +32% |
|
|
33
Bank of America
Charlotte,
North Carolina
| $62 | -$253 | -106 | -80% |
|