Heartbeam
BEAT
33 hedge funds and large institutions have $6.09M invested in Heartbeam in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 4 closing their positions.
350% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 2
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
3% more funds holding
Funds holding: 32 → 33 (+1)
1% more capital invested
Capital invested by funds: $6.05M → $6.09M (+$39.9K)
0.1% more ownership
Funds ownership: 9.83% → 9.93% (+0.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$110K |
| 2 |
LPL Financial
San Diego,
California
|
+$54.7K |
| 3 |
SAMC
Spectrum Asset Management (California)
Newport Beach,
California
|
+$50.3K |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$32.7K |
| 5 |
SW
SMART Wealth
Omaha,
Nebraska
|
+$30.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPW
Pasadena Private Wealth
Pasadena,
California
|
-$140K |
| 2 |
TSS
Two Sigma Securities
New York
|
-$55.5K |
| 3 |
XT
XTX Topco
George Town,
Cayman Islands
|
-$33.9K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$26.9K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$55 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Morgan Stanley
New York
| $13.9K | – | – | – |
|
27
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $11.3K | +$12.3K | +4,900 | New |
|
|
TRCT
28
Tower Research Capital (TRC)
New York
| $4.07K | -$55 | -22 | -1% |
|
|
LFG
29
Larson Financial Group
St Louis,
Missouri
| $2.88K | – | – | – |
|
30
Wells Fargo
San Francisco,
California
| $2.3K | +$2.52K | +1,000 | New |
|
31
Fidelity Investments
Boston,
Massachusetts
| $773 | +$314 | +125 | +59% |
|
32
Bank of America
Charlotte,
North Carolina
| $414 | – | – | – |
|
33
JP Morgan Chase
New York
| $108 | -$5 | -2 | -4% |
|
|
PPW
34
Pasadena Private Wealth
Pasadena,
California
| – | -$140K | -60,554 | Closed |
|
|
TSS
35
Two Sigma Securities
New York
| – | -$55.5K | -23,919 | Closed |
|
|
XT
36
XTX Topco
George Town,
Cayman Islands
| – | -$33.9K | -14,603 | Closed |
|
|
37
Osaic Holdings
Scottsdale,
Arizona
| – | -$26.9K | -11,597 | Closed |
|
BEAT Hedge Fund Activity: Q4 2024 in Review
33 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Heartbeam (BEAT) for Q4 2024, worth a combined $6.09M — up 0.66% from $6.05M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new BEAT positions and 4 closed out — a net gain of 1 holder — while 9 added to existing stakes and 2 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $110K. The largest seller was Pasadena Private Wealth, exiting entirely with an estimated $140K sold.
- 33 institutional investors held Heartbeam (BEAT) as of Q4 2024, up from 32 in Q3 2024.
- Funds reported $6.09M of Heartbeam stock for Q4 2024, up 0.66% quarter-over-quarter.
- 5 funds opened new Heartbeam positions in Q4 2024 and 4 closed out, a net change of +1 holder.
- The largest Heartbeam buyer in Q4 2024 was Susquehanna International Group, an estimated $110K added.
- The largest Heartbeam seller in Q4 2024 was Pasadena Private Wealth, an estimated $140K sold.
Based on aggregated 13F filings for Q4 2024.