Heartbeam
BEAT
13 hedge funds and large institutions have $475K invested in Heartbeam in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
86% more funds holding
Funds holding: 7 → 13 (+6)
58% more capital invested
Capital invested by funds: $300K → $475K (+$174K)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
1.41% less ownership
Funds ownership: 2.93% → 1.52% (-1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DOA
D'Orazio & Associates
Falls Church,
Virginia
|
+$42.2K |
| 2 |
CFS
Cannon Financial Strategists
Athens,
Georgia
|
+$26.1K |
| 3 |
VF
Virtu Financial
New York
|
+$25.7K |
| 4 |
Jane Street
New York
|
+$22.2K |
| 5 |
Bank of New York Mellon
New York
|
+$19.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SM
Sabby Management
Miami Beach,
Florida
|
-$252K |
| 2 |
SG
StoneX Group
New York
|
-$19.4K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$3.09K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DOA
1
D'Orazio & Associates
Falls Church,
Virginia
| $103K | +$42.2K | +26,500 | New |
|
|
CFS
2
Cannon Financial Strategists
Athens,
Georgia
| $63.8K | +$26.1K | +16,362 | New |
|
|
VF
3
Virtu Financial
New York
| $63K | +$25.7K | +16,107 | New |
|
4
Vanguard Group
Malvern,
Pennsylvania
| $61K | – | – | – |
|
|
5
Jane Street
New York
| $54K | +$22.2K | +13,903 | New |
|
|
6
Bank of New York Mellon
New York
| $49K | +$19.8K | +12,451 | New |
|
7
Renaissance Technologies
New York
| $48K | +$19.4K | +12,200 | New |
|
|
TRCT
8
Tower Research Capital (TRC)
New York
| $13K | -$3.09K | -1,938 | -36% |
|
9
Morgan Stanley
New York
| $9K | +$3.59K | +2,256 | New |
|
|
LFG
10
Larson Financial Group
St Louis,
Missouri
| $5K | – | – | – |
|
|
IAMOG
11
Investors Asset Management of Georgia
Atlanta,
Georgia
| $4K | – | – | – |
|
12
UBS Group
Zurich,
Switzerland
| $2K | +$784 | +492 | New |
|
|
SM
13
Sabby Management
Miami Beach,
Florida
| – | -$252K | -195,000 | Closed |
|
|
SG
14
StoneX Group
New York
| – | -$19.4K | -15,000 | Closed |
|
15
Wells Fargo
San Francisco,
California
| – | +$18 | +11 | +58% |
|
BEAT Hedge Fund Activity: Q3 2022 in Review
13 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Heartbeam (BEAT) for Q3 2022, worth a combined $475K — up 58% from $300K a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new BEAT positions and 2 closed out — a net gain of 6 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was D'Orazio & Associates, opening a new position worth an estimated $42.2K. The largest seller was Sabby Management, exiting entirely with an estimated $252K sold.
- 13 institutional investors held Heartbeam (BEAT) as of Q3 2022, up from 7 in Q2 2022.
- Funds reported $475K of Heartbeam stock for Q3 2022, up 58% quarter-over-quarter.
- 8 funds opened new Heartbeam positions in Q3 2022 and 2 closed out, a net change of +6 holders.
- The largest Heartbeam buyer in Q3 2022 was D'Orazio & Associates, an estimated $42.2K added.
- The largest Heartbeam seller in Q3 2022 was Sabby Management, an estimated $252K sold.
Based on aggregated 13F filings for Q3 2022.