Heartbeam
BEAT
32 hedge funds and large institutions have $6.05M invested in Heartbeam in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 2 reducing their positions, and 3 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 2
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
7% more funds holding
Funds holding: 30 → 32 (+2)
1.22% more ownership
Funds ownership: 8.61% → 9.83% (+1.2%)
4% more capital invested
Capital invested by funds: $5.83M → $6.05M (+$222K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
+$336K |
| 2 |
RWM
Ritholtz Wealth Management
New York
|
+$336K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$89.1K |
| 4 |
TSS
Two Sigma Securities
New York
|
+$57.8K |
| 5 |
BlackRock
New York
|
+$56.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAMC
Spectrum Asset Management (California)
Newport Beach,
California
|
-$128K |
| 2 |
BAAM
Baker Avenue Asset Management
San Francisco,
California
|
-$55.5K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$10.9K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2K |
| 5 |
AssetMark Inc
Concord,
California
|
-$1.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TCBWMS
26
Texas Capital Bank Wealth Management Services
Dallas,
Texas
| $23.2K | – | – | – |
|
27
Morgan Stanley
New York
| $14.1K | +$4.11K | +1,700 | +39% |
|
|
TRCT
28
Tower Research Capital (TRC)
New York
| $4.16K | -$10.9K | -4,518 | -72% |
|
|
LFG
29
Larson Financial Group
St Louis,
Missouri
| $2.9K | – | – | – |
|
30
Fidelity Investments
Boston,
Massachusetts
| $490 | +$394 | +163 | +340% |
|
31
Bank of America
Charlotte,
North Carolina
| $418 | +$34 | +14 | +8% |
|
32
JP Morgan Chase
New York
| $114 | – | – | – |
|
|
BAAM
33
Baker Avenue Asset Management
San Francisco,
California
| – | -$55.5K | -21,614 | Closed |
|
|
34
AssetMark Inc
Concord,
California
| – | -$1.8K | -700 | Closed |
|
|
35
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$2K | -600 | Closed |
|
BEAT Hedge Fund Activity: Q3 2024 in Review
32 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Heartbeam (BEAT) for Q3 2024, worth a combined $6.05M — up 3.8% from $5.83M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new BEAT positions and 3 closed out — a net gain of 2 holders — while 8 added to existing stakes and 2 trimmed.
The largest buyer was O'Shaughnessy Asset Management, opening a new position worth an estimated $336K. The largest seller was Spectrum Asset Management (California), cutting an estimated $128K.
- 32 institutional investors held Heartbeam (BEAT) as of Q3 2024, up from 30 in Q2 2024.
- Funds reported $6.05M of Heartbeam stock for Q3 2024, up 3.8% quarter-over-quarter.
- 5 funds opened new Heartbeam positions in Q3 2024 and 3 closed out, a net change of +2 holders.
- The largest Heartbeam buyer in Q3 2024 was O'Shaughnessy Asset Management, an estimated $336K added.
- The largest Heartbeam seller in Q3 2024 was Spectrum Asset Management (California), an estimated $128K sold.
Based on aggregated 13F filings for Q3 2024.