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Heartbeam
BEAT

Overview Fund Activity

28 hedge funds and large institutions have $4.66M invested in Heartbeam in 2024 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 5 closing their positions.

Holders
28
Holders Change
-5
Holders Change %
-15.15%
% of All Funds
0.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
7
Reduced
7
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.29M
2
SSWM
2
Smith Salley Wealth Management
North Carolina
$545K
3
NA
3
NewEdge Advisors
Louisiana
$24K
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$455K
5
KPWS
5
Kestra Private Wealth Services
Texas
$197K

Top Sellers

1
VF
1
Virtu Financial
New York
$63K
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$0
3
UBS Group
3
UBS Group
Switzerland
$352K
4
AWM
4
AE Wealth Management
Kansas
$0
5
HI
5
Harbour Investments
Wisconsin
$31.1K
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.29M 591,963 +91,441 +18%
SSWM
2
Smith Salley Wealth Management
North Carolina
$545K 250,000 +50,000 +25%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$455K 208,694 +8,258 +4%
UBS Group
4
UBS Group
Switzerland
$352K 161,615 -16,098 -9%
BPA
5
Beacon Pointe Advisors
California
$291K 133,334 – –
Stifel Financial
6
Stifel Financial
Missouri
$218K 100,000 – –
KPWS
7
Kestra Private Wealth Services
Texas
$197K 90,290 +8,125 +10%
PPW
8
Pasadena Private Wealth
California
$180K 82,559 -775 -0.9%
CFS
9
Cannon Financial Strategists
Georgia
$175K 80,391 – –
State Street
10
State Street
Massachusetts
$142K 65,273 – –
AR
11
Advisory Research
Illinois
$109K 50,000 – –
Northern Trust
12
Northern Trust
Illinois
$103K 47,325 – –
BAAM
13
Baker Avenue Asset Management
California
$102K 46,614 -54 -0.1%
SAMC
14
Spectrum Asset Management (California)
California
$97.9K 44,900 – –
DOA
15
D'Orazio & Associates
Virginia
$71.9K 32,987 – –
VF
16
Virtu Financial
New York
$63K 28,868 -112,840 -80%
BlackRock
17
BlackRock
New York
$51.5K 23,612 – –
Charles Schwab
18
Charles Schwab
California
$31.7K 14,543 – –
HI
19
Harbour Investments
Wisconsin
$31.1K 14,250 -5,500 -28%
FFA
20
First Foundation Advisors
California
$28.6K 13,100 +3,100 +31%
SW
21
SMART Wealth
Nebraska
$28.3K 12,983 – –
Osaic Holdings
22
Osaic Holdings
Arizona
$25.3K 11,597 – –
NA
23
NewEdge Advisors
Louisiana
$24K 11,000 +10,000 +1,000%
TCBWMS
24
Texas Capital Bank Wealth Management Services
Texas
$21.8K 10,000 – –
Morgan Stanley
25
Morgan Stanley
New York
$17.5K 8,023 -4,023 -33%
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