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Heartbeam
BEAT

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.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 3

37% more capital invested

Capital invested by funds: $3.66M → $5.03M (+$1.37M)

18% more funds holding

Funds holding: 28 → 33 (+5)

1.67% more ownership

Funds ownership: 6.48% → 8.14% (+1.7%)

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

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$308K
2
VF
Virtu Financial
New York
+$212K
3
PPW
Pasadena Private Wealth
California
+$124K
4
UBS Group
UBS Group
Switzerland
+$26.4K
5
Osaic Holdings
Osaic Holdings
Arizona
+$17.3K

Top Sellers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
-$44.2K
2
BAAM
Baker Avenue Asset Management
California
-$29.9K
3
Bank of America
Bank of America
North Carolina
-$158
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.18M +$308K +206,039 +70%
Geode Capital Management
2
Geode Capital Management
Massachusetts
$471K – – –
SSWM
3
Smith Salley Wealth Management
North Carolina
$470K – – –
UBS Group
4
UBS Group
Switzerland
$418K +$26.4K +17,711 +11%
VF
5
Virtu Financial
New York
$333K +$212K +141,708 New
BPA
6
Beacon Pointe Advisors
California
$313K – – –
Stifel Financial
7
Stifel Financial
Missouri
$235K – – –
PPW
8
Pasadena Private Wealth
California
$196K +$124K +83,334 New
KPWS
9
Kestra Private Wealth Services
Texas
$193K +$10.9K +7,300 +10%
CFS
10
Cannon Financial Strategists
Georgia
$189K – – –
State Street
11
State Street
Massachusetts
$153K – – –
AR
12
Advisory Research
Illinois
$118K – – –
Northern Trust
13
Northern Trust
Illinois
$111K – – –
BAAM
14
Baker Avenue Asset Management
California
$110K -$29.9K -20,000 -30%
SAMC
15
Spectrum Asset Management (California)
California
$106K – – –
DOA
16
D'Orazio & Associates
Virginia
$77.5K – – –
BlackRock
17
BlackRock
New York
$55.5K – – –
HI
18
Harbour Investments
Wisconsin
$46.4K – – –
Bank of New York Mellon
19
Bank of New York Mellon
New York
$42.9K -$44.2K -29,640 -62%
Charles Schwab
20
Charles Schwab
California
$34.2K – – –
SW
21
SMART Wealth
Nebraska
$30.5K – – –
Morgan Stanley
22
Morgan Stanley
New York
$28.3K +$8.99K +6,023 +100%
Osaic Holdings
23
Osaic Holdings
Arizona
$27.3K +$17.3K +11,597 New
AWM
24
AE Wealth Management
Kansas
$24.1K – – –
TCBWMS
25
Texas Capital Bank Wealth Management Services
Texas
$23.5K – – –
1
2

BEAT Hedge Fund Activity: Q4 2023 in Review

33 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Heartbeam (BEAT) for Q4 2023, worth a combined $5.03M — up 37% from $3.66M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new BEAT positions and 0 closed out — a net gain of 5 holders — while 7 added to existing stakes and 3 trimmed.

The largest buyer was Vanguard Group, adding an estimated $308K. The largest seller was Bank of New York Mellon, cutting an estimated $44.2K.

  • 33 institutional investors held Heartbeam (BEAT) as of Q4 2023, up from 28 in Q3 2023.
  • Funds reported $5.03M of Heartbeam stock for Q4 2023, up 37% quarter-over-quarter.
  • 5 funds opened new Heartbeam positions in Q4 2023 and 0 closed out, a net change of +5 holders.
  • The largest Heartbeam buyer in Q4 2023 was Vanguard Group, an estimated $308K added.
  • The largest Heartbeam seller in Q4 2023 was Bank of New York Mellon, an estimated $44.2K sold.

Based on aggregated 13F filings for Q4 2023.