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Heartbeam
BEAT

Overview Fund Activity

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.

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

1
KPWS
1
Kestra Private Wealth Services
Texas
$299K
2
Geode Capital Management
2
Geode Capital Management
Massachusetts
$286K
3
CFS
3
Cannon Financial Strategists
Georgia
$288K
4
HI
4
Harbour Investments
Wisconsin
$137K
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$200K

Top Sellers

1
VF
1
Virtu Financial
New York
$0
2
Jane Street
2
Jane Street
New York
$0
3
Renaissance Technologies
3
Renaissance Technologies
New York
$0
4
IAMOG
4
Investors Asset Management of Georgia
Georgia
$0
5
UBS Group
5
UBS Group
Switzerland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
KPWS
1
Kestra Private Wealth Services
Texas
$299K 61,216 +61,216 New
CFS
2
Cannon Financial Strategists
Georgia
$288K 59,060 +42,698 +261%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$286K 58,690 +58,690 New
Vanguard Group
4
Vanguard Group
Pennsylvania
$200K 40,926 +25,356 +163%
DOA
5
D'Orazio & Associates
Virginia
$161K 32,987 +6,487 +24%
HI
6
Harbour Investments
Wisconsin
$137K 28,050 +28,050 New
BlackRock
7
BlackRock
New York
$106K 21,633 +21,633 New
State Street
8
State Street
Massachusetts
$85.3K 17,473 +17,473 New
Bank of New York Mellon
9
Bank of New York Mellon
New York
$84.3K 17,284 +4,833 +39%
TRCT
10
Tower Research Capital (TRC)
New York
$19K 3,869 +480 +14%
Morgan Stanley
11
Morgan Stanley
New York
$11.5K 2,355 +99 +4%
LFG
12
Larson Financial Group
Missouri
$6.1K 1,250 – –
BWM
13
BerganKDV Wealth Management
Minnesota
$5.5K 1,126 +1,126 New
Wells Fargo
14
Wells Fargo
California
$151 31 +1 +3%
Bank of America
15
Bank of America
North Carolina
$20 4 +4 New
VF
16
Virtu Financial
New York
– – -16,107 Closed
Jane Street
17
Jane Street
New York
– – -13,903 Closed
Renaissance Technologies
18
Renaissance Technologies
New York
– – -12,200 Closed
IAMOG
19
Investors Asset Management of Georgia
Georgia
– – -1,000 Closed
UBS Group
20
UBS Group
Switzerland
– – -492 Closed
CFGS
21
Concourse Financial Group Securities
Alabama
– – – –