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Heartbeam
BEAT

28 hedge funds and large institutions have $3.66M invested in Heartbeam in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.19% more ownership

Funds ownership: 6.28% → 6.48% (+0.19%)

0% more funds holding

Funds holding: 28 → 28 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

7% less capital invested

Capital invested by funds: $3.92M → $3.66M (-$258K)

50% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 8

Holders
28
Holders Change
–
Holders Change %
0%
% of All Funds
0.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
4
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$353K
2
CFS
Cannon Financial Strategists
Georgia
+$46.2K
3
KPWS
Kestra Private Wealth Services
Texas
+$19.1K
4
SAMC
Spectrum Asset Management (California)
California
+$5.08K
5
Bank of America
Bank of America
North Carolina
+$336

Top Sellers

Rank Fund Capital Flow
1
AR
Advisory Research
Illinois
-$127K
2
FIA
FNY Investment Advisers
New York
-$24K
3
SEIA
Signature Estate & Investment Advisors
California
-$24K
4
Geode Capital Management
Geode Capital Management
Massachusetts
-$20.5K
5
HI
Harbour Investments
Wisconsin
-$12.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$633K +$353K +138,844 +89%
Geode Capital Management
2
Geode Capital Management
Massachusetts
$431K -$20.5K -8,080 -4%
SSWM
3
Smith Salley Wealth Management
North Carolina
$430K – – –
UBS Group
4
UBS Group
Switzerland
$344K -$3.35K -1,319 -0.8%
BPA
5
Beacon Pointe Advisors
California
$287K – – –
Stifel Financial
6
Stifel Financial
Missouri
$215K – – –
CFS
7
Cannon Financial Strategists
Georgia
$173K +$46.2K +18,181 +29%
KPWS
8
Kestra Private Wealth Services
Texas
$161K +$19.1K +7,500 +11%
BAAM
9
Baker Avenue Asset Management
California
$143K – – –
State Street
10
State Street
Massachusetts
$140K – – –
AR
11
Advisory Research
Illinois
$108K -$127K -50,000 -50%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$103K -$2.06K -810 -2%
Northern Trust
13
Northern Trust
Illinois
$102K – – –
SAMC
14
Spectrum Asset Management (California)
California
$96.5K +$5.08K +2,000 +5%
DOA
15
D'Orazio & Associates
Virginia
$70.9K – – –
BlackRock
16
BlackRock
New York
$50.8K – – –
HI
17
Harbour Investments
Wisconsin
$42.5K -$12.2K -4,800 -20%
Charles Schwab
18
Charles Schwab
California
$31.3K – – –
AWM
19
AE Wealth Management
Kansas
$27.9K – – –
SW
20
SMART Wealth
Nebraska
$27.9K – – –
TCBWMS
21
Texas Capital Bank Wealth Management Services
Texas
$21.5K – – –
Morgan Stanley
22
Morgan Stanley
New York
$12.9K -$7.37K -2,899 -32%
TRCT
23
Tower Research Capital (TRC)
New York
$6.49K -$5.36K -2,109 -41%
LFG
24
Larson Financial Group
Missouri
$2.69K – – –
NA
25
NewEdge Advisors
Louisiana
$2.15K – – –
1
2

BEAT Hedge Fund Activity: Q3 2023 in Review

28 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Heartbeam (BEAT) for Q3 2023, worth a combined $3.66M — down 6.6% from $3.92M a quarter earlier.

Fund positioning in BEAT was balanced in Q3 2023: 2 funds opened new positions, 2 closed out, 4 added to existing stakes and 8 trimmed.

The largest buyer was Vanguard Group, adding an estimated $353K. The largest seller was Advisory Research, cutting an estimated $127K.

  • 28 institutional investors held Heartbeam (BEAT) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $3.66M of Heartbeam stock for Q3 2023, down 6.6% quarter-over-quarter.
  • 2 funds opened new Heartbeam positions in Q3 2023 and 2 closed out, a net change of 0 holders.
  • The largest Heartbeam buyer in Q3 2023 was Vanguard Group, an estimated $353K added.
  • The largest Heartbeam seller in Q3 2023 was Advisory Research, an estimated $127K sold.

Based on aggregated 13F filings for Q3 2023.