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Heartbeam
BEAT

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.

New
Increased
Maintained
Reduced
Closed

600% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 1

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

20% more funds holding

Funds holding: 15 → 18 (+3)

1.53% more ownership

Funds ownership: 4.32% → 5.85% (+1.5%)

35% less capital invested

Capital invested by funds: $1.69M → $1.09M (-$596K)

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

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$292K
2
Renaissance Technologies
Renaissance Technologies
New York
+$82.7K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$50.5K
4
Morgan Stanley
Morgan Stanley
New York
+$11.6K
5
KPWS
Kestra Private Wealth Services
Texas
+$11.4K

Top Sellers

Rank Fund Capital Flow
1
HI
Harbour Investments
Wisconsin
-$3.51K
2
Bank of America
Bank of America
North Carolina
-$20
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$282K +$292K +83,238 +203%
KPWS
2
Kestra Private Wealth Services
Texas
$146K +$11.4K +3,249 +5%
CFS
3
Cannon Financial Strategists
Georgia
$141K +$11.1K +3,150 +5%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$133K – – –
DOA
5
D'Orazio & Associates
Virginia
$74.9K – – –
HI
6
Harbour Investments
Wisconsin
$61.4K -$3.51K -1,000 -4%
Renaissance Technologies
7
Renaissance Technologies
New York
$53K +$82.7K +23,568 New
BlackRock
8
BlackRock
New York
$49.1K – – –
State Street
9
State Street
Massachusetts
$39.5K – – –
Bank of New York Mellon
10
Bank of New York Mellon
New York
$39.2K – – –
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$32.5K +$50.5K +14,380 New
Morgan Stanley
12
Morgan Stanley
New York
$12.8K +$11.6K +3,305 +140%
TRCT
13
Tower Research Capital (TRC)
New York
$12K +$4.55K +1,295 +33%
UBS Group
14
UBS Group
Switzerland
$6.23K +$9.64K +2,745 New
BWM
15
BerganKDV Wealth Management
Minnesota
$4.26K +$2.63K +750 +67%
LFG
16
Larson Financial Group
Missouri
$2.84K – – –
NA
17
NewEdge Advisors
Louisiana
$2.27K +$3.51K +1,000 New
Wells Fargo
18
Wells Fargo
California
$73 +$4 +1 +3%
Bank of America
19
Bank of America
North Carolina
– -$20 -4 Closed

BEAT Hedge Fund Activity: Q1 2023 in Review

18 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Heartbeam (BEAT) for Q1 2023, worth a combined $1.09M — down 35% from $1.69M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new BEAT positions and 1 closed out — a net gain of 3 holders — while 7 added to existing stakes and 1 trimmed.

The largest buyer was Vanguard Group, adding an estimated $292K. The largest seller was Harbour Investments, cutting an estimated $3.51K.

  • 18 institutional investors held Heartbeam (BEAT) as of Q1 2023, up from 15 in Q4 2022.
  • Funds reported $1.09M of Heartbeam stock for Q1 2023, down 35% quarter-over-quarter.
  • 4 funds opened new Heartbeam positions in Q1 2023 and 1 closed out, a net change of +3 holders.
  • The largest Heartbeam buyer in Q1 2023 was Vanguard Group, an estimated $292K added.
  • The largest Heartbeam seller in Q1 2023 was Harbour Investments, an estimated $3.51K sold.

Based on aggregated 13F filings for Q1 2023.