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Heartbeam

32 hedge funds and large institutions have $6.05M invested in Heartbeam in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 2 reducing their positions, and 3 closing their positions.

Holders
32
Holders Change
+2
Holders Change %
+6.67%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
8
Reduced
2
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.74M 750,714 +36,864 +5%
SSWM
2
Smith Salley Wealth Management
North Carolina
$580K 250,000
Geode Capital Management
3
Geode Capital Management
Massachusetts
$542K 233,397 +20,309 +10%
UBS Group
4
UBS Group
Switzerland
$371K 160,002
RWM
5
Ritholtz Wealth Management
New York
$323K 139,182 +139,182 New
OSAM
6
O'Shaughnessy Asset Management
Connecticut
$315K 139,182 +139,182 New
BPA
7
Beacon Pointe Advisors
California
$309K 133,334
KPWS
8
Kestra Private Wealth Services
Texas
$240K 103,621 +12,606 +14%
Stifel Financial
9
Stifel Financial
Missouri
$232K 100,000
CFS
10
Cannon Financial Strategists
Georgia
$187K 80,391
BlackRock
11
BlackRock
New York
$173K 74,648 +23,210 +45%
State Street
12
State Street
Massachusetts
$161K 69,573
PPW
13
Pasadena Private Wealth
California
$140K 60,554 +1,850 +3%
SAMC
14
Spectrum Asset Management (California)
California
$126K 54,400 -52,800 -49%
AR
15
Advisory Research
Illinois
$116K 50,000
Northern Trust
16
Northern Trust
Illinois
$109K 46,820
DOA
17
D'Orazio & Associates
Virginia
$76.5K 32,987
TSS
18
Two Sigma Securities
New York
$55.5K 23,919 +23,919 New
XT
19
XTX Topco
Cayman Islands
$33.9K 14,603 +14,603 New
Charles Schwab
20
Charles Schwab
California
$33.7K 14,543
HI
21
Harbour Investments
Wisconsin
$33.1K 14,250
SW
22
SMART Wealth
Nebraska
$30.1K 12,983
Osaic Holdings
23
Osaic Holdings
Arizona
$26.9K 11,597
NA
24
NewEdge Advisors
Louisiana
$25.5K 11,000
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$24.1K 10,400 +10,400 New