Heartbeam
BEAT
30 hedge funds and large institutions have $5.83M invested in Heartbeam in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
40% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 5
25% more capital invested
Capital invested by funds: $4.66M → $5.83M (+$1.17M)
7% more funds holding
Funds holding: 28 → 30 (+2)
0.49% more ownership
Funds ownership: 8.12% → 8.61% (+0.49%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$275K |
| 2 |
SAMC
Spectrum Asset Management (California)
Newport Beach,
California
|
+$141K |
| 3 |
BlackRock
New York
|
+$62.9K |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$9.93K |
| 5 |
State Street
Boston,
Massachusetts
|
+$9.71K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VF
Virtu Financial
New York
|
-$63K |
| 2 |
BAAM
Baker Avenue Asset Management
San Francisco,
California
|
-$56.5K |
| 3 |
PPW
Pasadena Private Wealth
Pasadena,
California
|
-$53.9K |
| 4 |
FFA
First Foundation Advisors
Irvine,
California
|
-$28.6K |
| 5 |
Morgan Stanley
New York
|
-$8.28K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Royal Bank of Canada
Toronto,
Ontario, Canada
| $2K | +$1.35K | +600 | New |
|
27
AssetMark Inc
Concord,
California
| $1.8K | +$1.58K | +700 | New |
|
28
Bank of America
Charlotte,
North Carolina
| $427 | +$375 | +166 | New |
|
29
JP Morgan Chase
New York
| $126 | +$111 | +49 | New |
|
30
Fidelity Investments
Boston,
Massachusetts
| $124 | +$108 | +48 | New |
|
|
VF
31
Virtu Financial
New York
| – | -$63K | -28,868 | Closed |
|
|
FFA
32
First Foundation Advisors
Irvine,
California
| – | -$28.6K | -13,100 | Closed |
|
33
Wells Fargo
San Francisco,
California
| – | -$347 | -159 | Closed |
|
BEAT Hedge Fund Activity: Q2 2024 in Review
30 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Heartbeam (BEAT) for Q2 2024, worth a combined $5.83M — up 25% from $4.66M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new BEAT positions and 3 closed out — a net gain of 2 holders — while 7 added to existing stakes and 5 trimmed.
The largest buyer was Vanguard Group, adding an estimated $275K. The largest seller was Virtu Financial, exiting entirely with an estimated $63K sold.
- 30 institutional investors held Heartbeam (BEAT) as of Q2 2024, up from 28 in Q1 2024.
- Funds reported $5.83M of Heartbeam stock for Q2 2024, up 25% quarter-over-quarter.
- 5 funds opened new Heartbeam positions in Q2 2024 and 3 closed out, a net change of +2 holders.
- The largest Heartbeam buyer in Q2 2024 was Vanguard Group, an estimated $275K added.
- The largest Heartbeam seller in Q2 2024 was Virtu Financial, an estimated $63K sold.
Based on aggregated 13F filings for Q2 2024.