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Heartbeam
BEAT

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.

New
Increased
Maintained
Reduced
Closed

350% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 2

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

3% more funds holding

Funds holding: 32 → 33 (+1)

1% more capital invested

Capital invested by funds: $6.05M → $6.09M (+$39.9K)

0.1% more ownership

Funds ownership: 9.83% → 9.93% (+0.1%)

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

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$110K
2
LPL Financial
LPL Financial
California
+$54.7K
3
SAMC
Spectrum Asset Management (California)
California
+$50.3K
4
Vanguard Group
Vanguard Group
Pennsylvania
+$32.7K
5
SW
SMART Wealth
Nebraska
+$30.2K

Top Sellers

Rank Fund Capital Flow
1
PPW
Pasadena Private Wealth
California
-$140K
2
TSS
Two Sigma Securities
New York
-$55.5K
3
XT
XTX Topco
Cayman Islands
-$33.9K
4
Osaic Holdings
Osaic Holdings
Arizona
-$26.9K
5
TRCT
Tower Research Capital (TRC)
New York
-$55
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.76M +$32.7K +12,989 +2%
SSWM
2
Smith Salley Wealth Management
North Carolina
$575K – – –
Geode Capital Management
3
Geode Capital Management
Massachusetts
$556K +$21.2K +8,442 +4%
UBS Group
4
UBS Group
Switzerland
$368K – – –
OSAM
5
O'Shaughnessy Asset Management
Connecticut
$320K – – –
RWM
6
Ritholtz Wealth Management
New York
$320K – – –
BPA
7
Beacon Pointe Advisors
California
$307K – – –
KPWS
8
Kestra Private Wealth Services
Texas
$240K +$1.82K +725 +0.7%
Stifel Financial
9
Stifel Financial
Missouri
$230K – – –
CFS
10
Cannon Financial Strategists
Georgia
$185K – – –
State Street
11
State Street
Massachusetts
$180K +$22.1K +8,800 +13%
BlackRock
12
BlackRock
New York
$172K +$297 +118 +0.2%
SAMC
13
Spectrum Asset Management (California)
California
$171K +$50.3K +20,000 +37%
AR
14
Advisory Research
Illinois
$115K – – –
Northern Trust
15
Northern Trust
Illinois
$114K +$6.78K +2,695 +6%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$100K +$110K +43,600 New
DOA
17
D'Orazio & Associates
Virginia
$75.9K – – –
SW
18
SMART Wealth
Nebraska
$57.5K +$30.2K +12,000 +92%
LPL Financial
19
LPL Financial
California
$50K +$54.7K +21,732 New
Charles Schwab
20
Charles Schwab
California
$33.4K – – –
HI
21
Harbour Investments
Wisconsin
$32.8K – – –
NA
22
NewEdge Advisors
Louisiana
$25.3K – – –
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$23.9K – – –
TCBWMS
24
Texas Capital Bank Wealth Management Services
Texas
$23K – – –
BF
25
bLong Financial
Tennessee
$23K +$25.1K +10,000 New
1
2

BEAT Hedge Fund Activity: Q4 2024 in Review

33 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Heartbeam (BEAT) for Q4 2024, worth a combined $6.09M — up 0.66% from $6.05M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new BEAT positions and 4 closed out — a net gain of 1 holder — while 9 added to existing stakes and 2 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $110K. The largest seller was Pasadena Private Wealth, exiting entirely with an estimated $140K sold.

  • 33 institutional investors held Heartbeam (BEAT) as of Q4 2024, up from 32 in Q3 2024.
  • Funds reported $6.09M of Heartbeam stock for Q4 2024, up 0.66% quarter-over-quarter.
  • 5 funds opened new Heartbeam positions in Q4 2024 and 4 closed out, a net change of +1 holder.
  • The largest Heartbeam buyer in Q4 2024 was Susquehanna International Group, an estimated $110K added.
  • The largest Heartbeam seller in Q4 2024 was Pasadena Private Wealth, an estimated $140K sold.

Based on aggregated 13F filings for Q4 2024.