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Heartbeam
BEAT

Overview Fund Activity

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.

Holders
30
Holders Change
+2
Holders Change %
+7.14%
% of All Funds
0.44%
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

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.83M
2
SAMC
2
Spectrum Asset Management (California)
California
$276K
3
BlackRock
3
BlackRock
New York
$132K
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$548K
5
State Street
5
State Street
Massachusetts
$179K

Top Sellers

1
BAAM
1
Baker Avenue Asset Management
California
$55.5K
2
VF
2
Virtu Financial
New York
$0
3
PPW
3
Pasadena Private Wealth
California
$151K
4
FFA
4
First Foundation Advisors
California
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$11.2K
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.83M 713,850 +121,887 +21%
SSWM
2
Smith Salley Wealth Management
North Carolina
$643K 250,000 – –
Geode Capital Management
3
Geode Capital Management
Massachusetts
$548K 213,088 +4,394 +2%
UBS Group
4
UBS Group
Switzerland
$411K 160,002 -1,613 -1%
BPA
5
Beacon Pointe Advisors
California
$343K 133,334 – –
SAMC
6
Spectrum Asset Management (California)
California
$276K 107,200 +62,300 +139%
Stifel Financial
7
Stifel Financial
Missouri
$257K 100,000 – –
KPWS
8
Kestra Private Wealth Services
Texas
$234K 91,015 +725 +0.8%
CFS
9
Cannon Financial Strategists
Georgia
$207K 80,391 – –
State Street
10
State Street
Massachusetts
$179K 69,573 +4,300 +7%
PPW
11
Pasadena Private Wealth
California
$151K 58,704 -23,855 -29%
BlackRock
12
BlackRock
New York
$132K 51,438 +27,826 +118%
AR
13
Advisory Research
Illinois
$129K 50,000 – –
Northern Trust
14
Northern Trust
Illinois
$120K 46,820 -505 -1%
DOA
15
D'Orazio & Associates
Virginia
$84.8K 32,987 – –
BAAM
16
Baker Avenue Asset Management
California
$55.5K 21,614 -25,000 -54%
Charles Schwab
17
Charles Schwab
California
$37.4K 14,543 – –
HI
18
Harbour Investments
Wisconsin
$36.6K 14,250 – –
SW
19
SMART Wealth
Nebraska
$33.4K 12,983 – –
Osaic Holdings
20
Osaic Holdings
Arizona
$29.8K 11,597 – –
NA
21
NewEdge Advisors
Louisiana
$28.3K 11,000 – –
TCBWMS
22
Texas Capital Bank Wealth Management Services
Texas
$25.7K 10,000 – –
TRCT
23
Tower Research Capital (TRC)
New York
$16.2K 6,310 +3,337 +112%
Morgan Stanley
24
Morgan Stanley
New York
$11.2K 4,356 -3,667 -46%
LFG
25
Larson Financial Group
Missouri
$3.21K 1,250 – –
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