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Heartbeam
BEAT

15 hedge funds and large institutions have $1.69M invested in Heartbeam in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 0 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

256% more capital invested

Capital invested by funds: $475K → $1.69M (+$1.21M)

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

15% more funds holding

Funds holding: 13 → 15 (+2)

2.8% more ownership

Funds ownership: 1.52% → 4.32% (+2.8%)

Holders
15
Holders Change
+2
Holders Change %
+15.38%
% of All Funds
0.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
7
Reduced
–
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KPWS
Kestra Private Wealth Services
Texas
+$265K
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$254K
3
CFS
Cannon Financial Strategists
Georgia
+$185K
4
HI
Harbour Investments
Wisconsin
+$122K
5
Vanguard Group
Vanguard Group
Pennsylvania
+$110K

Top Sellers

Rank Fund Capital Flow
1
VF
Virtu Financial
New York
-$63K
2
Jane Street
Jane Street
New York
-$54K
3
Renaissance Technologies
Renaissance Technologies
New York
-$48K
4
IAMOG
Investors Asset Management of Georgia
Georgia
-$4K
5
UBS Group
UBS Group
Switzerland
-$2K
Name Holding Trade Value Shares
Change 		Change in
Stake
KPWS
1
Kestra Private Wealth Services
Texas
$299K +$265K +61,216 New
CFS
2
Cannon Financial Strategists
Georgia
$288K +$185K +42,698 +261%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$286K +$254K +58,690 New
Vanguard Group
4
Vanguard Group
Pennsylvania
$200K +$110K +25,356 +163%
DOA
5
D'Orazio & Associates
Virginia
$161K +$28.1K +6,487 +24%
HI
6
Harbour Investments
Wisconsin
$137K +$122K +28,050 New
BlackRock
7
BlackRock
New York
$106K +$93.8K +21,633 New
State Street
8
State Street
Massachusetts
$85.3K +$75.7K +17,473 New
Bank of New York Mellon
9
Bank of New York Mellon
New York
$84.3K +$20.9K +4,833 +39%
TRCT
10
Tower Research Capital (TRC)
New York
$19K +$2.08K +480 +14%
Morgan Stanley
11
Morgan Stanley
New York
$11.5K +$429 +99 +4%
LFG
12
Larson Financial Group
Missouri
$6.1K – – –
BWM
13
BerganKDV Wealth Management
Minnesota
$5.5K +$4.88K +1,126 New
Wells Fargo
14
Wells Fargo
California
$151 +$4 +1 +3%
Bank of America
15
Bank of America
North Carolina
$20 +$17 +4 New
VF
16
Virtu Financial
New York
– -$63K -16,107 Closed
Jane Street
17
Jane Street
New York
– -$54K -13,903 Closed
Renaissance Technologies
18
Renaissance Technologies
New York
– -$48K -12,200 Closed
IAMOG
19
Investors Asset Management of Georgia
Georgia
– -$4K -1,000 Closed
UBS Group
20
UBS Group
Switzerland
– -$2K -492 Closed

BEAT Hedge Fund Activity: Q4 2022 in Review

15 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Heartbeam (BEAT) for Q4 2022, worth a combined $1.69M — up 256% from $475K a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new BEAT positions and 5 closed out — a net gain of 2 holders — while 7 added to existing stakes and 0 trimmed.

The largest buyer was Kestra Private Wealth Services, opening a new position worth an estimated $265K. The largest seller was Virtu Financial, exiting entirely with an estimated $63K sold.

  • 15 institutional investors held Heartbeam (BEAT) as of Q4 2022, up from 13 in Q3 2022.
  • Funds reported $1.69M of Heartbeam stock for Q4 2022, up 256% quarter-over-quarter.
  • 7 funds opened new Heartbeam positions in Q4 2022 and 5 closed out, a net change of +2 holders.
  • The largest Heartbeam buyer in Q4 2022 was Kestra Private Wealth Services, an estimated $265K added.
  • The largest Heartbeam seller in Q4 2022 was Virtu Financial, an estimated $63K sold.

Based on aggregated 13F filings for Q4 2022.