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Electromed
ELMD

34 hedge funds and large institutions have $23.4M invested in Electromed in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 6

12% more capital invested

Capital invested by funds: $20.8M → $23.4M (+$2.6M)

0.35% less ownership

Funds ownership: 26.76% → 26.41% (-0.35%)

13% less funds holding

Funds holding: 39 → 34 (-5)

71% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 7

Holders
34
Holders Change
-5
Holders Change %
-12.82%
% of All Funds
0.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
13
Reduced
6
Closed
7
Calls
$10K
Puts
–
Net Calls
+$10K
Net Calls Change
-$18K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$221K
2
Citadel Advisors
Citadel Advisors
Florida
+$150K
3
Renaissance Technologies
Renaissance Technologies
New York
+$121K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$92.7K
5
Vanguard Group
Vanguard Group
Pennsylvania
+$45.6K

Top Sellers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
-$343K
2
Man Group
Man Group
United Kingdom
-$210K
3
MDCM
Morgan Dempsey Capital Management
Wisconsin
-$115K
4
AAS
Annex Advisory Services
Wisconsin
-$98.2K
5
BlackRock
BlackRock
New York
-$88.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
26
Legato Capital Management
California
$148K – – –
CAN
27
Cetera Advisor Networks
California
$139K -$2.83K -250 -2%
CCM
28
Carlson Capital Management
Minnesota
$126K -$1.13K -100 -0.8%
JIR
29
James Investment Research
Ohio
$40K +$43.1K +3,800 New
Wells Fargo
30
Wells Fargo
California
$21.2K +$11 +1 +0%
UBS Group
31
UBS Group
Switzerland
$15.6K +$5.24K +462 +44%
TRCT
32
Tower Research Capital (TRC)
New York
$11K +$1.06K +94 +10%
NA
33
NewEdge Advisors
Louisiana
$873 +$952 +84 New
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$108 – – –
Bank of New York Mellon
35
Bank of New York Mellon
New York
– -$343K -32,695 Closed
MDCM
36
Morgan Dempsey Capital Management
Wisconsin
– -$115K -10,959 Closed
AF
37
Affiance Financial
Minnesota
– -$28.9K -2,758 Closed
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
– -$26K -2,500 Closed
BNP Paribas Financial Markets
39
BNP Paribas Financial Markets
France
– -$126 -12 Closed
Bank of America
40
Bank of America
North Carolina
– -$73 -7 Closed
1
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ELMD Hedge Fund Activity: Q1 2023 in Review

34 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Electromed (ELMD) for Q1 2023, worth a combined $23.4M — up 12% from $20.8M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of ELMD and 2 opened new positions — a net loss of 5 holders — while 6 trimmed existing stakes and 13 added.

The largest buyer was Morgan Stanley, adding an estimated $221K. The largest seller was Bank of New York Mellon, exiting entirely with an estimated $343K sold.

  • 34 institutional investors held Electromed (ELMD) as of Q1 2023, down from 39 in Q4 2022.
  • Funds reported $23.4M of Electromed stock for Q1 2023, up 12% quarter-over-quarter.
  • 2 funds opened new Electromed positions in Q1 2023 and 7 closed out, a net change of -5 holders.
  • The largest Electromed buyer in Q1 2023 was Morgan Stanley, an estimated $221K added.
  • The largest Electromed seller in Q1 2023 was Bank of New York Mellon, an estimated $343K sold.

Based on aggregated 13F filings for Q1 2023.