Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

HEARTBEAM INC (BEAT)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
1Q ▲
Buyers last Q
61%

Smart Money Signals — BEAT

Based on 41 hedge funds · latest filing: 2025 Q4 · 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.
🚀

Fast accumulation — +21% more funds vs a year ago

fund count last 6Q
+7 new funds entered over the past year (+21% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 61% buying

23 buying15 selling
Last quarter: 23 funds were net buyers (12 opened a brand new position + 11 added to an existing one). Only 15 were sellers (6 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new BEAT position: 3 → 7 → 5 → 12. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 20% medium ■ 20% new
25 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.
💰

Value +98% but shares only +36% — price-driven

Value
+98%
Shares
+36%
Last quarter: the total dollar value of institutional holdings rose +98%, but actual share count only changed +36%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

6 → 3 → 7 → 5 → 12 new funds/Q
New funds entering each quarter: 3 → 7 → 5 → 12. A growing number of institutions are discovering BEAT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 71% of holders stayed 2+ years

■ 71% veterans ■ 7% 1-2yr ■ 22% new
Of 41 current holders: 29 (71%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 46% AUM from top-100 funds

46% from top-100 AUM funds
11 of 41 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in BEAT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
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.

Institutional Sentiment Summary — BEAT

In 2025 Q4, 23 hedge funds were net buyers of BEAT (12 opened a new position, 11 added to an existing one), while 15 reduced or exited (6 trimmed, 9 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. 46% of total institutional value in BEAT is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 41.

Hedge Fund Ownership: BEAT

How many hedge funds hold BEAT — quarterly history vs. share price
Quarterly hedge fund ownership of BEAT vs. share price

Market Analysis: BEAT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BEAT

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: BEAT
2026 Q1 Stats Unlock in 4 days 41 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 41 38 7.89%
13F Shares 5M 3M 36.38%
Total Value $11M $6M 98.36%
New Positions 12 5 +7
Increased Positions 11 6 +5
Closed Positions 9 7 +2
Reduced Positions 6 6 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BEAT

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

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:
Top 25 institutional holders of BEAT — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Spectrum Asset Management, Inc. (NB/CA) 0.04% 94,400 $115K
2 Smith Salley Wealth Management 0.02% 367,647 $449K
3 Cannon Financial Strategists, Inc. 0.01% 72,788 $89K
4 Owls Nest Partners IA, LLC 0.01% 25,046 $31K
5 D'Orazio & Associates, Inc. 0.01% 48,987 $60K
6 ADVISORY RESEARCH INC 0.01% 50,000 $61K
7 Activest Wealth Management 0.01% 34,160 $42K
8 Sigma Planning Corp 0.00% 132,550 $162K
9 RITHOLTZ WEALTH MANAGEMENT 0.00% 208,191 $254K
10 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% 173,939 $212K
11 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% 208,191 $254K
12 Centiva Capital, LP 0.00% 34,706 $42K
13 XTX Topco Ltd 0.00% 11,916 $15K
14 Tower Research Capital LLC (TRC) 0.00% 7,359 $9K
15 HARBOUR INVESTMENTS, INC. 0.00% 9,250 $11K
16 GHP Investment Advisors, Inc. 0.00% 2,500 $3K
17 HB Wealth Management, LLC 0.00% 10,000 $12K
18 UBS Group AG 0.00% 335,189 $409K
19 STIFEL FINANCIAL CORP 0.00% 51,000 $62K
20 Larson Financial Group LLC 0.00% 1,250 $2K
21 VANGUARD FIDUCIARY TRUST CO 0.00% 150,062 $183K
22 RAYMOND JAMES FINANCIAL INC 0.00% 105,950 $129K
23 VANGUARD CAPITAL MANAGEMENT LLC 0.00% 1,197,793 $1.5M
24 Blue Trust, Inc. 0.00% 1,928 $2K
25 TRUIST FINANCIAL CORP 0.00% 15,000 $18K
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 — 61% buying: Last quarter: 23 funds were net buyers (12 opened a brand new position + 11 added to an existing one). Only 15 were sellers (6 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BEAT holders?

Elite ownership — 46% AUM from top-100 funds: 11 of 41 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in BEAT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held BEAT?

61% of holders stayed for 2+ years: 25 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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.