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Heartbeam
BEAT

30 hedge funds and large institutions have $5.83M invested in Heartbeam in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

40% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 5

25% more capital invested

Capital invested by funds: $4.66M → $5.83M (+$1.17M)

7% more funds holding

Funds holding: 28 → 30 (+2)

0.49% more ownership

Funds ownership: 8.12% → 8.61% (+0.49%)

Holders
30
Holders Change
+2
Holders Change %
+7.14%
% of All Funds
0.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
7
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$275K
2
SAMC
Spectrum Asset Management (California)
California
+$141K
3
BlackRock
BlackRock
New York
+$62.9K
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$9.93K
5
State Street
State Street
Massachusetts
+$9.71K

Top Sellers

Rank Fund Capital Flow
1
VF
Virtu Financial
New York
-$63K
2
BAAM
Baker Avenue Asset Management
California
-$56.5K
3
PPW
Pasadena Private Wealth
California
-$53.9K
4
FFA
First Foundation Advisors
California
-$28.6K
5
Morgan Stanley
Morgan Stanley
New York
-$8.28K
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.83M +$275K +121,887 +21%
SSWM
2
Smith Salley Wealth Management
North Carolina
$643K – – –
Geode Capital Management
3
Geode Capital Management
Massachusetts
$548K +$9.93K +4,394 +2%
UBS Group
4
UBS Group
Switzerland
$411K -$3.64K -1,613 -1%
BPA
5
Beacon Pointe Advisors
California
$343K – – –
SAMC
6
Spectrum Asset Management (California)
California
$276K +$141K +62,300 +139%
Stifel Financial
7
Stifel Financial
Missouri
$257K – – –
KPWS
8
Kestra Private Wealth Services
Texas
$234K +$1.64K +725 +0.8%
CFS
9
Cannon Financial Strategists
Georgia
$207K – – –
State Street
10
State Street
Massachusetts
$179K +$9.71K +4,300 +7%
PPW
11
Pasadena Private Wealth
California
$151K -$53.9K -23,855 -29%
BlackRock
12
BlackRock
New York
$132K +$62.9K +27,826 +118%
AR
13
Advisory Research
Illinois
$129K – – –
Northern Trust
14
Northern Trust
Illinois
$120K -$1.14K -505 -1%
DOA
15
D'Orazio & Associates
Virginia
$84.8K – – –
BAAM
16
Baker Avenue Asset Management
California
$55.5K -$56.5K -25,000 -54%
Charles Schwab
17
Charles Schwab
California
$37.4K – – –
HI
18
Harbour Investments
Wisconsin
$36.6K – – –
SW
19
SMART Wealth
Nebraska
$33.4K – – –
Osaic Holdings
20
Osaic Holdings
Arizona
$29.8K – – –
NA
21
NewEdge Advisors
Louisiana
$28.3K – – –
TCBWMS
22
Texas Capital Bank Wealth Management Services
Texas
$25.7K – – –
TRCT
23
Tower Research Capital (TRC)
New York
$16.2K +$7.54K +3,337 +112%
Morgan Stanley
24
Morgan Stanley
New York
$11.2K -$8.28K -3,667 -46%
LFG
25
Larson Financial Group
Missouri
$3.21K – – –
1
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BEAT Hedge Fund Activity: Q2 2024 in Review

30 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Heartbeam (BEAT) for Q2 2024, worth a combined $5.83M — up 25% from $4.66M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new BEAT positions and 3 closed out — a net gain of 2 holders — while 7 added to existing stakes and 5 trimmed.

The largest buyer was Vanguard Group, adding an estimated $275K. The largest seller was Virtu Financial, exiting entirely with an estimated $63K sold.

  • 30 institutional investors held Heartbeam (BEAT) as of Q2 2024, up from 28 in Q1 2024.
  • Funds reported $5.83M of Heartbeam stock for Q2 2024, up 25% quarter-over-quarter.
  • 5 funds opened new Heartbeam positions in Q2 2024 and 3 closed out, a net change of +2 holders.
  • The largest Heartbeam buyer in Q2 2024 was Vanguard Group, an estimated $275K added.
  • The largest Heartbeam seller in Q2 2024 was Virtu Financial, an estimated $63K sold.

Based on aggregated 13F filings for Q2 2024.