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Heartbeam
BEAT

Overview Fund Activity

18 hedge funds and large institutions have $1.09M invested in Heartbeam in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 1 reducing their positions, and 1 closing their positions.

Holders
18
Holders Change
+3
Holders Change %
+20%
% of All Funds
0.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
7
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$282K
2
Renaissance Technologies
2
Renaissance Technologies
New York
$53K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$32.5K
4
Morgan Stanley
4
Morgan Stanley
New York
$12.8K
5
KPWS
5
Kestra Private Wealth Services
Texas
$146K

Top Sellers

1
HI
1
Harbour Investments
Wisconsin
$61.4K
2
Bank of America
2
Bank of America
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$282K 124,164 +83,238 +203%
KPWS
2
Kestra Private Wealth Services
Texas
$146K 64,465 +3,249 +5%
CFS
3
Cannon Financial Strategists
Georgia
$141K 62,210 +3,150 +5%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$133K 58,690 – –
DOA
5
D'Orazio & Associates
Virginia
$74.9K 32,987 – –
HI
6
Harbour Investments
Wisconsin
$61.4K 27,050 -1,000 -4%
Renaissance Technologies
7
Renaissance Technologies
New York
$53K 23,568 +23,568 New
BlackRock
8
BlackRock
New York
$49.1K 21,633 – –
State Street
9
State Street
Massachusetts
$39.5K 17,473 – –
Bank of New York Mellon
10
Bank of New York Mellon
New York
$39.2K 17,284 – –
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$32.5K 14,380 +14,380 New
Morgan Stanley
12
Morgan Stanley
New York
$12.8K 5,660 +3,305 +140%
TRCT
13
Tower Research Capital (TRC)
New York
$12K 5,164 +1,295 +33%
UBS Group
14
UBS Group
Switzerland
$6.23K 2,745 +2,745 New
BWM
15
BerganKDV Wealth Management
Minnesota
$4.26K 1,876 +750 +67%
LFG
16
Larson Financial Group
Missouri
$2.84K 1,250 – –
NA
17
NewEdge Advisors
Louisiana
$2.27K 1,000 +1,000 New
Wells Fargo
18
Wells Fargo
California
$73 32 +1 +3%
Bank of America
19
Bank of America
North Carolina
– – -4 Closed
CFGS
20
Concourse Financial Group Securities
Alabama
– – – –