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Heartbeam
BEAT

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.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 7

0.02% less ownership

Funds ownership: 8.14% → 8.12% (-0.02%)

7% less capital invested

Capital invested by funds: $5.03M → $4.66M (-$371K)

15% less funds holding

Funds holding: 33 → 28 (-5)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 5

Holders
28
Holders Change
-5
Holders Change %
-15.15%
% of All Funds
0.4%
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

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$173K
2
SSWM
Smith Salley Wealth Management
North Carolina
+$94.3K
3
NA
NewEdge Advisors
Louisiana
+$18.9K
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$15.6K
5
KPWS
Kestra Private Wealth Services
Texas
+$15.3K

Top Sellers

Rank Fund Capital Flow
1
VF
Virtu Financial
New York
-$213K
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$42.9K
3
UBS Group
UBS Group
Switzerland
-$30.4K
4
AWM
AE Wealth Management
Kansas
-$24.1K
5
HI
Harbour Investments
Wisconsin
-$10.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.29M +$173K +91,441 +18%
SSWM
2
Smith Salley Wealth Management
North Carolina
$545K +$94.3K +50,000 +25%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$455K +$15.6K +8,258 +4%
UBS Group
4
UBS Group
Switzerland
$352K -$30.4K -16,098 -9%
BPA
5
Beacon Pointe Advisors
California
$291K – – –
Stifel Financial
6
Stifel Financial
Missouri
$218K – – –
KPWS
7
Kestra Private Wealth Services
Texas
$197K +$15.3K +8,125 +10%
PPW
8
Pasadena Private Wealth
California
$180K -$1.46K -775 -0.9%
CFS
9
Cannon Financial Strategists
Georgia
$175K – – –
State Street
10
State Street
Massachusetts
$142K – – –
AR
11
Advisory Research
Illinois
$109K – – –
Northern Trust
12
Northern Trust
Illinois
$103K – – –
BAAM
13
Baker Avenue Asset Management
California
$102K -$102 -54 -0.1%
SAMC
14
Spectrum Asset Management (California)
California
$97.9K – – –
DOA
15
D'Orazio & Associates
Virginia
$71.9K – – –
VF
16
Virtu Financial
New York
$63K -$213K -112,840 -80%
BlackRock
17
BlackRock
New York
$51.5K – – –
Charles Schwab
18
Charles Schwab
California
$31.7K – – –
HI
19
Harbour Investments
Wisconsin
$31.1K -$10.4K -5,500 -28%
FFA
20
First Foundation Advisors
California
$28.6K +$5.85K +3,100 +31%
SW
21
SMART Wealth
Nebraska
$28.3K – – –
Osaic Holdings
22
Osaic Holdings
Arizona
$25.3K – – –
NA
23
NewEdge Advisors
Louisiana
$24K +$18.9K +10,000 +1,000%
TCBWMS
24
Texas Capital Bank Wealth Management Services
Texas
$21.8K – – –
Morgan Stanley
25
Morgan Stanley
New York
$17.5K -$7.59K -4,023 -33%
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BEAT Hedge Fund Activity: Q1 2024 in Review

28 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Heartbeam (BEAT) for Q1 2024, worth a combined $4.66M — down 7.4% from $5.03M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of BEAT and 0 opened new positions — a net loss of 5 holders — while 7 trimmed existing stakes and 7 added.

The largest buyer was Vanguard Group, adding an estimated $173K. The largest seller was Virtu Financial, cutting an estimated $213K.

  • 28 institutional investors held Heartbeam (BEAT) as of Q1 2024, down from 33 in Q4 2023.
  • Funds reported $4.66M of Heartbeam stock for Q1 2024, down 7.4% quarter-over-quarter.
  • 0 funds opened new Heartbeam positions in Q1 2024 and 5 closed out, a net change of -5 holders.
  • The largest Heartbeam buyer in Q1 2024 was Vanguard Group, an estimated $173K added.
  • The largest Heartbeam seller in Q1 2024 was Virtu Financial, an estimated $213K sold.

Based on aggregated 13F filings for Q1 2024.