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Heartbeam
BEAT

Overview Fund Activity

33 hedge funds and large institutions have $6.09M invested in Heartbeam in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 4 closing their positions.

Holders
33
Holders Change
+1
Holders Change %
+3.13%
% 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
9
Reduced
2
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$100K
2
LPL Financial
2
LPL Financial
California
$50K
3
SAMC
3
Spectrum Asset Management (California)
California
$171K
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.76M
5
SW
5
SMART Wealth
Nebraska
$57.5K

Top Sellers

1
PPW
1
Pasadena Private Wealth
California
$0
2
TSS
2
Two Sigma Securities
New York
$0
3
XT
3
XTX Topco
Cayman Islands
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$0
5
TRCT
5
Tower Research Capital (TRC)
New York
$4.07K
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.76M 763,703 +12,989 +2%
SSWM
2
Smith Salley Wealth Management
North Carolina
$575K 250,000 – –
Geode Capital Management
3
Geode Capital Management
Massachusetts
$556K 241,839 +8,442 +4%
UBS Group
4
UBS Group
Switzerland
$368K 160,002 – –
RWM
5
Ritholtz Wealth Management
New York
$320K 139,182 – –
OSAM
6
O'Shaughnessy Asset Management
Connecticut
$320K 139,182 – –
BPA
7
Beacon Pointe Advisors
California
$307K 133,334 – –
KPWS
8
Kestra Private Wealth Services
Texas
$240K 104,346 +725 +0.7%
Stifel Financial
9
Stifel Financial
Missouri
$230K 100,000 – –
CFS
10
Cannon Financial Strategists
Georgia
$185K 80,391 – –
State Street
11
State Street
Massachusetts
$180K 78,373 +8,800 +13%
BlackRock
12
BlackRock
New York
$172K 74,766 +118 +0.2%
SAMC
13
Spectrum Asset Management (California)
California
$171K 74,400 +20,000 +37%
AR
14
Advisory Research
Illinois
$115K 50,000 – –
Northern Trust
15
Northern Trust
Illinois
$114K 49,515 +2,695 +6%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$100K 43,600 +43,600 New
DOA
17
D'Orazio & Associates
Virginia
$75.9K 32,987 – –
SW
18
SMART Wealth
Nebraska
$57.5K 24,983 +12,000 +92%
LPL Financial
19
LPL Financial
California
$50K 21,732 +21,732 New
Charles Schwab
20
Charles Schwab
California
$33.4K 14,543 – –
HI
21
Harbour Investments
Wisconsin
$32.8K 14,250 – –
NA
22
NewEdge Advisors
Louisiana
$25.3K 11,000 – –
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$23.9K 10,400 – –
TCBWMS
24
Texas Capital Bank Wealth Management Services
Texas
$23K 10,000 – –
BF
25
bLong Financial
Tennessee
$23K 10,000 +10,000 New
1
2