Heartbeam
BEAT
28 hedge funds and large institutions have $4.66M invested in Heartbeam in 2024 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 5 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 7
0.02% less ownership
Funds ownership: 8.14% → 8.12% (-0.02%)
7% less capital invested
Capital invested by funds: $5.03M → $4.66M (-$371K)
15% less funds holding
Funds holding: 33 → 28 (-5)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$173K |
| 2 |
SSWM
Smith Salley Wealth Management
Greensboro,
North Carolina
|
+$94.3K |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$18.9K |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$15.6K |
| 5 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$15.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VF
Virtu Financial
New York
|
-$213K |
| 2 |
Bank of New York Mellon
New York
|
-$42.9K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$30.4K |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$24.1K |
| 5 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$10.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TRCT
26
Tower Research Capital (TRC)
New York
| $6.48K | -$10.3K | -5,463 | -65% |
|
|
LFG
27
Larson Financial Group
St Louis,
Missouri
| $2.73K | – | – | – |
|
28
Wells Fargo
San Francisco,
California
| $347 | +$6 | +3 | +2% |
|
|
29
Bank of New York Mellon
New York
| – | -$42.9K | -18,240 | Closed |
|
|
AWM
30
AE Wealth Management
Topeka,
Kansas
| – | -$24.1K | -12,983 | Closed |
|
|
LF
31
Lee Financial
Dallas,
Texas
| – | -$2.35K | -1,000 | Closed |
|
32
JP Morgan Chase
New York
| – | -$78 | -33 | Closed |
|
33
Bank of America
Charlotte,
North Carolina
| – | -$62 | -26 | Closed |
|
BEAT Hedge Fund Activity: Q1 2024 in Review
28 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Heartbeam (BEAT) for Q1 2024, worth a combined $4.66M — down 7.4% from $5.03M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of BEAT and 0 opened new positions — a net loss of 5 holders — while 7 trimmed existing stakes and 7 added.
The largest buyer was Vanguard Group, adding an estimated $173K. The largest seller was Virtu Financial, cutting an estimated $213K.
- 28 institutional investors held Heartbeam (BEAT) as of Q1 2024, down from 33 in Q4 2023.
- Funds reported $4.66M of Heartbeam stock for Q1 2024, down 7.4% quarter-over-quarter.
- 0 funds opened new Heartbeam positions in Q1 2024 and 5 closed out, a net change of -5 holders.
- The largest Heartbeam buyer in Q1 2024 was Vanguard Group, an estimated $173K added.
- The largest Heartbeam seller in Q1 2024 was Virtu Financial, an estimated $213K sold.
Based on aggregated 13F filings for Q1 2024.