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Heartbeam

28 hedge funds and large institutions have $3.92M invested in Heartbeam in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 2

333% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 3

259% more capital invested

Capital invested by funds: $1.09M → $3.92M (+$2.83M)

56% more funds holding

Funds holding: 1828 (+10)

0.43% more ownership

Funds ownership: 5.85%6.28% (+0.43%)

Holders
28
Holders Change
+10
Holders Change %
+55.56%
% of All Funds
0.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
9
Reduced
2
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Geode Capital Management
1
Geode Capital Management
Massachusetts
$503K +$346K +149,826 +255%
SSWM
2
Smith Salley Wealth Management
North Carolina
$482K +$461K +200,000 New
UBS Group
3
UBS Group
Switzerland
$389K +$366K +158,576 +5,777%
Vanguard Group
4
Vanguard Group
Pennsylvania
$375K +$72.6K +31,475 +25%
BPA
5
Beacon Pointe Advisors
California
$321K +$308K +133,334 New
AR
6
Advisory Research
Illinois
$241K +$231K +100,000 New
Stifel Financial
7
Stifel Financial
Missouri
$241K +$231K +100,000 New
KPWS
8
Kestra Private Wealth Services
Texas
$162K +$6.69K +2,900 +4%
BAAM
9
Baker Avenue Asset Management
California
$161K +$154K +66,668 New
State Street
10
State Street
Massachusetts
$157K +$110K +47,800 +274%
CFS
11
Cannon Financial Strategists
Georgia
$150K
Bank of New York Mellon
12
Bank of New York Mellon
New York
$117K +$72.4K +31,406 +182%
Northern Trust
13
Northern Trust
Illinois
$114K +$109K +47,325 New
SAMC
14
Spectrum Asset Management (California)
California
$103K +$99K +42,900 New
DOA
15
D'Orazio & Associates
Virginia
$79.5K
HI
16
Harbour Investments
Wisconsin
$59.2K -$5.77K -2,500 -9%
BlackRock
17
BlackRock
New York
$56.9K +$4.57K +1,979 +9%
Charles Schwab
18
Charles Schwab
California
$35K +$33.5K +14,543 New
AWM
19
AE Wealth Management
Kansas
$31.3K +$29.9K +12,983 New
SW
20
SMART Wealth
Nebraska
$31.3K +$29.9K +12,983 New
TCBWMS
21
Texas Capital Bank Wealth Management Services
Texas
$24.1K +$23.1K +10,000 New
FIA
22
FNY Investment Advisers
New York
$24K +$23.1K +10,000 New
SEIA
23
Signature Estate & Investment Advisors
California
$24K +$23.1K +10,000 New
Morgan Stanley
24
Morgan Stanley
New York
$21.5K +$7.52K +3,262 +58%
TRCT
25
Tower Research Capital (TRC)
New York
$12.4K -$85 -37 -0.7%

BEAT Hedge Fund Activity: Q2 2023 in Review

28 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Heartbeam (BEAT) for Q2 2023, worth a combined $3.92M — up 259% from $1.09M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BEAT positions and 3 closed out — a net gain of 10 holders — while 9 added to existing stakes and 2 trimmed.

The largest buyer was Smith Salley Wealth Management, opening a new position worth an estimated $461K. The largest seller was Renaissance Technologies, exiting entirely with an estimated $53K sold.

  • 28 institutional investors held Heartbeam (BEAT) as of Q2 2023, up from 18 in Q1 2023.
  • Funds reported $3.92M of Heartbeam stock for Q2 2023, up 259% quarter-over-quarter.
  • 13 funds opened new Heartbeam positions in Q2 2023 and 3 closed out, a net change of +10 holders.
  • The largest Heartbeam buyer in Q2 2023 was Smith Salley Wealth Management, an estimated $461K added.
  • The largest Heartbeam seller in Q2 2023 was Renaissance Technologies, an estimated $53K sold.

Based on aggregated 13F filings for Q2 2023.