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Heartbeam
BEAT

Overview Fund Activity

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.

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
–

Top Buyers

1
SSWM
1
Smith Salley Wealth Management
North Carolina
$482K
2
UBS Group
2
UBS Group
Switzerland
$389K
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$503K
4
BPA
4
Beacon Pointe Advisors
California
$321K
5
AR
5
Advisory Research
Illinois
$241K

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
HI
3
Harbour Investments
Wisconsin
$59.2K
4
BWM
4
BerganKDV Wealth Management
Minnesota
$0
5
TRCT
5
Tower Research Capital (TRC)
New York
$12.4K
Name Market Value Shares Shares
Change 		Shares
Change %
Geode Capital Management
1
Geode Capital Management
Massachusetts
$503K 208,516 +149,826 +255%
SSWM
2
Smith Salley Wealth Management
North Carolina
$482K 200,000 +200,000 New
UBS Group
3
UBS Group
Switzerland
$389K 161,321 +158,576 +5,777%
Vanguard Group
4
Vanguard Group
Pennsylvania
$375K 155,639 +31,475 +25%
BPA
5
Beacon Pointe Advisors
California
$321K 133,334 +133,334 New
AR
6
Advisory Research
Illinois
$241K 100,000 +100,000 New
Stifel Financial
7
Stifel Financial
Missouri
$241K 100,000 +100,000 New
KPWS
8
Kestra Private Wealth Services
Texas
$162K 67,365 +2,900 +4%
BAAM
9
Baker Avenue Asset Management
California
$161K 66,668 +66,668 New
State Street
10
State Street
Massachusetts
$157K 65,273 +47,800 +274%
CFS
11
Cannon Financial Strategists
Georgia
$150K 62,210 – –
Bank of New York Mellon
12
Bank of New York Mellon
New York
$117K 48,690 +31,406 +182%
Northern Trust
13
Northern Trust
Illinois
$114K 47,325 +47,325 New
SAMC
14
Spectrum Asset Management (California)
California
$103K 42,900 +42,900 New
DOA
15
D'Orazio & Associates
Virginia
$79.5K 32,987 – –
HI
16
Harbour Investments
Wisconsin
$59.2K 24,550 -2,500 -9%
BlackRock
17
BlackRock
New York
$56.9K 23,612 +1,979 +9%
Charles Schwab
18
Charles Schwab
California
$35K 14,543 +14,543 New
AWM
19
AE Wealth Management
Kansas
$31.3K 12,983 +12,983 New
SW
20
SMART Wealth
Nebraska
$31.3K 12,983 +12,983 New
TCBWMS
21
Texas Capital Bank Wealth Management Services
Texas
$24.1K 10,000 +10,000 New
SEIA
22
Signature Estate & Investment Advisors
California
$24K 10,000 +10,000 New
FIA
23
FNY Investment Advisers
New York
$24K 10,000 +10,000 New
Morgan Stanley
24
Morgan Stanley
New York
$21.5K 8,922 +3,262 +58%
TRCT
25
Tower Research Capital (TRC)
New York
$12.4K 5,127 -37 -0.7%
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