Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

HEARTBEAM INC (BEAT)

36 + 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
↓ -5
Streak
1Q ▼
Buyers last Q
48%

Smart Money Signals — BEAT

Based on 36 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their BEAT positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 88% of 3.0Y peak

88% of all-time peak
36 funds currently hold this stock — 88% of the 3.0-year high of 41 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

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, +3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 48% buying

16 buying17 selling
Last quarter: 17 funds reduced or exited vs 16 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~9 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 5 → 12 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 19% medium ■ 25% new
20 out of 36 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 +12%, value -43%

Value
-42%
Shares
+12%
Last quarter: funds added +12% more shares while total portfolio value only changed -43%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~9 new funds/quarter

3 → 7 → 5 → 12 → 9 new funds/Q
New funds entering each quarter: 7 → 5 → 12 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 64% of holders stayed 2+ years

■ 64% veterans ■ 11% 1-2yr ■ 25% new
Of 36 current holders: 23 (64%) 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.
📋

Smaller funds dominant — 19% AUM from top-100

19% from top-100 AUM funds
8 of 36 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — 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 2026 Q1, 16 hedge funds were net buyers of BEAT (9 opened a new position, 7 added to an existing one), while 17 reduced or exited (3 trimmed, 14 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: -5 funds (more exits than new entries). Total institutional holders: 36.

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.

Is It Too Late to Buy HEARTBEAM INC (BEAT) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much BEAT has moved relative to its sector benchmark (XLV) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 51d ago
BEAT
-25.0%
XLV
+0.4%

BEAT outperformed XLV by -25.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 6d ago
BEAT
-12.0%
XLV
+1.4%

Since the filing became public, BEAT outperformed XLV by -13.4% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 0 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: BEAT
36 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 36 41 -12.2%
13F Shares 5M 5M 12.43%
Total Value $6M $11M -42.84%
New Positions 9 12 -3
Increased Positions 7 11 -4
Closed Positions 14 9 +5
Reduced Positions 3 6 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BEAT

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
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Return on Equity (ttm) --
Income Statement & Cash Flow
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Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

36 + 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 — 2026 Q1 · 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 Beacon Pointe Advisors, LLC 0.00% 247,458 $302K
12 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% 208,191 $254K
13 Centiva Capital, LP 0.00% 34,706 $42K
14 XTX Topco Ltd 0.00% 11,916 $15K
15 Tower Research Capital LLC (TRC) 0.00% 7,359 $9K
16 HARBOUR INVESTMENTS, INC. 0.00% 9,250 $11K
17 GHP Investment Advisors, Inc. 0.00% 2,500 $3K
18 HB Wealth Management, LLC 0.00% 10,000 $12K
19 UBS Group AG 0.00% 335,189 $409K
20 STIFEL FINANCIAL CORP 0.00% 51,000 $62K
21 Larson Financial Group LLC 0.00% 1,250 $2K
22 VANGUARD FIDUCIARY TRUST CO 0.00% 150,062 $183K
23 RAYMOND JAMES FINANCIAL INC 0.00% 105,950 $129K
24 VANGUARD CAPITAL MANAGEMENT LLC 0.00% 1,197,793 $1.5M
25 Blue Trust, Inc. 0.00% 1,928 $2K
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their BEAT positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for BEAT?

More sellers than buyers — 48% buying: Last quarter: 17 funds reduced or exited vs 16 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for BEAT holders?

Smaller funds dominant — 19% AUM from top-100: 8 of 36 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held BEAT?

56% of holders stayed for 2+ years: 20 out of 36 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.

Is it too late to buy HEARTBEAM INC (BEAT) following the 2026 Q1 hedge fund 13F filings?

As of today, BEAT has moved -12.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.4% for the XLV sector ETF — an outperformance of -13.4%. Since the quarter end (March 31, 2026), BEAT has gained -25.0% vs +0.4% for XLV. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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