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, 8 increasing their positions, 6 reducing their positions, and 5 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 6
0% less ownership
Funds ownership: 8.12% → 8.12% (-0%)
7% less capital invested
Capital invested by funds: $5.02M → $4.66M (-$357K)
15% less funds holding
Funds holding: 33 → 28 (-5)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$173K |
| 2 |
SSWM
Smith Salley Wealth Management
Greensboro,
North Carolina
|
+$94.3K |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$18.9K |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$15.6K |
| 5 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$15.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VF
Virtu Financial
New York
|
-$213K |
| 2 |
Bank of New York Mellon
New York
|
-$42.9K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$30.4K |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$24.1K |
| 5 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$10.4K |
BEAT Hedge Fund Activity: Q1 2024 in Review
28 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Heartbeam (BEAT) for Q1 2024, worth a combined $4.66M — down 7.1% from $5.02M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of BEAT and 0 opened new positions — a net loss of 5 holders — while 6 trimmed existing stakes and 8 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 7.1% 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.