Heartbeam
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.
133% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 3
37% more capital invested
Capital invested by funds: $3.66M → $5.03M (+$1.37M)
18% more funds holding
Funds holding: 28 → 33 (+5)
1.67% more ownership
Funds ownership: 6.48% → 8.14% (+1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$308K |
| 2 |
VF
Virtu Financial
New York
|
+$212K |
| 3 |
PPW
Pasadena Private Wealth
Pasadena,
California
|
+$124K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$26.4K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$17.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$44.2K |
| 2 |
BAAM
Baker Avenue Asset Management
San Francisco,
California
|
-$29.9K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$158 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FFA
26
First Foundation Advisors
Irvine,
California
| $23.5K | +$14.9K | +10,000 | New |
|
|
TRCT
27
Tower Research Capital (TRC)
New York
| $19.8K | +$8.09K | +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 | +$1.49K | +1,000 | New |
|
31
Wells Fargo
San Francisco,
California
| $367 | +$12 | +8 | +5% |
|
32
JP Morgan Chase
New York
| $78 | +$12 | +8 | +32% |
|
|
33
Bank of America
Charlotte,
North Carolina
| $62 | -$158 | -106 | -80% |
|
BEAT Hedge Fund Activity: Q4 2023 in Review
33 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Heartbeam (BEAT) for Q4 2023, worth a combined $5.03M — up 37% from $3.66M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new BEAT positions and 0 closed out — a net gain of 5 holders — while 7 added to existing stakes and 3 trimmed.
The largest buyer was Vanguard Group, adding an estimated $308K. The largest seller was Bank of New York Mellon, cutting an estimated $44.2K.
- 33 institutional investors held Heartbeam (BEAT) as of Q4 2023, up from 28 in Q3 2023.
- Funds reported $5.03M of Heartbeam stock for Q4 2023, up 37% quarter-over-quarter.
- 5 funds opened new Heartbeam positions in Q4 2023 and 0 closed out, a net change of +5 holders.
- The largest Heartbeam buyer in Q4 2023 was Vanguard Group, an estimated $308K added.
- The largest Heartbeam seller in Q4 2023 was Bank of New York Mellon, an estimated $44.2K sold.
Based on aggregated 13F filings for Q4 2023.