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Heartbeam
BEAT

Overview Fund Activity

33 hedge funds and large institutions have $5.03M invested in Heartbeam in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 0 closing their positions.

Holders
33
Holders Change
+5
Holders Change %
+17.86%
% of All Funds
0.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
7
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.18M
2
VF
2
Virtu Financial
New York
$333K
3
PPW
3
Pasadena Private Wealth
California
$196K
4
UBS Group
4
UBS Group
Switzerland
$418K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$27.3K

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$42.9K
2
BAAM
2
Baker Avenue Asset Management
California
$110K
3
Bank of America
3
Bank of America
North Carolina
$62
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.18M 500,522 +206,039 +70%
Geode Capital Management
2
Geode Capital Management
Massachusetts
$471K 200,436 – –
SSWM
3
Smith Salley Wealth Management
North Carolina
$470K 200,000 – –
UBS Group
4
UBS Group
Switzerland
$418K 177,713 +17,711 +11%
VF
5
Virtu Financial
New York
$333K 141,708 +141,708 New
BPA
6
Beacon Pointe Advisors
California
$313K 133,334 – –
Stifel Financial
7
Stifel Financial
Missouri
$235K 100,000 – –
PPW
8
Pasadena Private Wealth
California
$196K 83,334 +83,334 New
KPWS
9
Kestra Private Wealth Services
Texas
$193K 82,165 +7,300 +10%
CFS
10
Cannon Financial Strategists
Georgia
$189K 80,391 – –
State Street
11
State Street
Massachusetts
$153K 65,273 – –
AR
12
Advisory Research
Illinois
$118K 50,000 – –
Northern Trust
13
Northern Trust
Illinois
$111K 47,325 – –
BAAM
14
Baker Avenue Asset Management
California
$110K 46,668 -20,000 -30%
SAMC
15
Spectrum Asset Management (California)
California
$106K 44,900 – –
DOA
16
D'Orazio & Associates
Virginia
$77.5K 32,987 – –
BlackRock
17
BlackRock
New York
$55.5K 23,612 – –
HI
18
Harbour Investments
Wisconsin
$46.4K 19,750 – –
Bank of New York Mellon
19
Bank of New York Mellon
New York
$42.9K 18,240 -29,640 -62%
Charles Schwab
20
Charles Schwab
California
$34.2K 14,543 – –
SW
21
SMART Wealth
Nebraska
$30.5K 12,983 – –
Morgan Stanley
22
Morgan Stanley
New York
$28.3K 12,046 +6,023 +100%
Osaic Holdings
23
Osaic Holdings
Arizona
$27.3K 11,597 +11,597 New
AWM
24
AE Wealth Management
Kansas
$24.1K 12,983 – –
TCBWMS
25
Texas Capital Bank Wealth Management Services
Texas
$23.5K 10,000 – –
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