Heartbeam Inc (BEAT) Hedge Fund Ownership (Q2 2026)

Heartbeam Inc (BEAT)

41 + Investors. Track Smart Money conviction in BEAT. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — BEAT

Based on 41 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added BEAT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

41 hedge funds hold BEAT right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

〰️

Stable — ownership unchanged year-over-year

fund count last 6Q

The number of hedge funds holding BEAT is almost the same as a year ago (+1 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.

🟢

More buyers than sellers — 64% buying

21 buying12 selling

Last quarter: 21 funds were net buyers (11 opened a brand new position + 10 added to an existing one). Only 12 were sellers (6 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~11 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 5 → 12 → 9 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 20% medium ■ 27% new

22 out of 41 hedge funds have held BEAT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

💎

Buying through price weakness — shares +58%, value -3%

Value

-3%

+57%

Last quarter: funds added +58% more shares while total portfolio value only changed -3%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

📈

Growing discovery — still being found

7 → 5 → 12 → 9 → 11 new funds/Q

New funds entering each quarter: 5 → 12 → 9 → 11. A growing number of institutions are discovering BEAT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 59% veterans vs 29% newcomers

■ 59% veterans ■ 12% 1-2yr ■ 29% new

Entry-cohort mix of 41 holders: 24 (59%) are 2+ year veterans, 5 entered 1–2 years ago, and 12 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 26% AUM from major funds

26% from top-100 AUM funds

10 of 41 holders rank in the top 100 by AUM, accounting for 26% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

3.7

out of 10

Low Exit Risk

Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	41	36	13.89%
13F Shares	8M	5M	57.87%
Total Value	$6M	$6M	-2.95%
New Positions	11	9	+2
Increased Positions	10	7	+3
Closed Positions	6	14	-8
Reduced Positions	6	3	+3
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

13.89%

13F Shares

57.87%

Total Value

$6M

-2.95%

New Positions

Increased Positions

Closed Positions

-8

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

41 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BEAT. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 BEAT holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Corsair Capital Management, L.P.	0.09%	912,500	$684K
2	Bleichroeder LP	0.08%	625,000	$469K
3	Spectrum Asset Management, Inc. (NB/CA)	0.02%	100,400	$75K
4	Smith Salley Wealth Management	0.01%	367,647	$276K
5	Cannon Financial Strategists, Inc.	0.01%	72,788	$55K
6	Davidson Kahn Capital Management, LLC	0.01%	17,333	$13K
7	Sigma Planning Corp	0.00%	247,700	$186K
8	D'Orazio & Associates, Inc.	0.00%	48,987	$37K
9	Advisory Research Inc	0.00%	50,000	$38K
10	Ritholtz Wealth Management	0.00%	208,191	$156K
11	Kestra Private Wealth Services, LLC	0.00%	173,439	$130K
12	Beacon Pointe Advisors, LLC	0.00%	247,058	$185K
13	O'shaughnessy Asset Management, LLC	0.00%	208,191	$156K
14	XTX Topco Ltd	0.00%	54,274	$41K
15	J.W. Cole Advisors, INC.	0.00%	11,000	$8K
16	Harbour Investments, INC.	0.00%	8,750	$7K
17	Tower Research Capital LLC (TRC)	0.00%	4,309	$3K
18	Vanguard Fiduciary Trust Co	0.00%	274,818	$206K
19	HB Wealth Management, LLC	0.00%	10,000	$8K
20	Farther Finance Advisors, LLC	0.00%	6,000	$4K
21	Vanguard Capital Management LLC	0.00%	2,137,512	$1.6M
22	Stifel Financial Corp	0.00%	51,000	$38K
23	UBS Group AG	0.00%	298,917	$224K
24	Raymond James Financial Inc	0.00%	134,434	$101K
25	Larson Financial Group LLC	0.00%	1,250	—

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Heartbeam Inc (BEAT)

What does the Smart Money Trend signal show for BEAT?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added BEAT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BEAT?

More buyers than sellers — 64% buying: Last quarter: 21 funds were net buyers (11 opened a brand new position + 10 added to an existing one). Only 12 were sellers (6 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BEAT holders?

Strong quality — 26% AUM from major funds: 10 of 41 holders rank in the top 100 by AUM, accounting for 26% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held BEAT?

54% of holders stayed for 2+ years: 22 out of 41 hedge funds have held BEAT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Heartbeam Inc (BEAT)

Smart Money Signals — BEAT

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Stable — ownership unchanged year-over-year

More buyers than sellers — 64% buying

Steady new buyers — ~11 new funds per quarter

54% of holders stayed for 2+ years

Buying through price weakness — shares +58%, value -3%

Growing discovery — still being found

Veteran-anchored — 59% veterans vs 29% newcomers

Strong quality — 26% AUM from major funds

Institutional Sentiment Summary — BEAT

Hedge Fund Ownership: BEAT

Market Analysis: BEAT

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: BEAT

Hedge Fund Positioning: BEAT

Statistics: BEAT

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Heartbeam Inc (BEAT)

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