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PAVmed
PAVM

65 hedge funds and large institutions have $19.2M invested in PAVmed in 2020 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 21 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 11

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

52% more capital invested

Capital invested by funds: $12.6M → $19.2M (+$6.55M)

8% more funds holding

Funds holding: 60 → 65 (+5)

0% more ownership

Funds ownership: 0.03% → 0.03% (+0%)

Holders
65
Holders Change
+5
Holders Change %
+8.33%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
21
Reduced
11
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.22M
2
VFA
Valeo Financial Advisors
Indiana
+$631K
3
Morgan Stanley
Morgan Stanley
New York
+$553K
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$287K
5
State Street
State Street
Massachusetts
+$182K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$164K
2
Citadel Advisors
Citadel Advisors
Florida
-$63K
3
GWS
Glassman Wealth Services
Virginia
-$62.4K
4
BAM
Belpointe Asset Management
Nevada
-$57.3K
5
Squarepoint
Squarepoint
New York
-$52K
Name Holding Trade Value Shares
Change 		Change in
Stake
BSW
26
Buckingham Strategic Wealth
Missouri
$91K +$4.28K +5 +5%
DC
27
Diametric Capital
Massachusetts
$87K +$77.8K +91 New
CIBC Private Wealth Group
28
CIBC Private Wealth Group
Georgia
$77K – – –
WP
29
WealthPLAN Partners
Nebraska
$77K – – –
Invesco
30
Invesco
Georgia
$71K +$64.1K +75 New
PPA
31
Parametric Portfolio Associates
Washington
$68K -$15.4K -18 -20%
Lido Advisors
32
Lido Advisors
California
$56K +$51.3K +60 New
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$54K +$5.13K +6 +12%
Deutsche Bank
34
Deutsche Bank
Germany
$54K +$13.7K +16 +39%
PCM
35
Prelude Capital Management
New York
$54K +$47.9K +56 New
KAS
36
Kestra Advisory Services
Texas
$53K +$47.9K +56 New
FAIM
37
Financial Advocates Investment Management
Washington
$42K – – –
PAG
38
Private Advisor Group
New Jersey
$41K – – –
GWS
39
Glassman Wealth Services
Virginia
$40K -$62.4K -73 -63%
MWM
40
Meridian Wealth Management
Kentucky
$38K – – –
VOYA Investment Management
41
VOYA Investment Management
Georgia
$38K – – –
SSA
42
Schonfeld Strategic Advisors
New York
$33K +$29.9K +35 New
LWM
43
Laidlaw Wealth Management
New York
$32K – – –
Barclays
44
Barclays
United Kingdom
$26K -$8.55K -10 -27%
OIA
45
OneDigital Investment Advisors
Kansas
$25K +$855 +1 +4%
CAN
46
Cetera Advisor Networks
California
$25K +$22.2K +26 New
GC
47
Gratus Capital
Georgia
$23K – – –
CS
48
Credit Suisse
Switzerland
$23K +$20.5K +24 New
TRCT
49
Tower Research Capital (TRC)
New York
$22K -$46.2K -54 -70%
SO
50
STRS Ohio
Ohio
$19K – – –
1
2
3

PAVM Hedge Fund Activity: Q4 2020 in Review

65 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in PAVmed (PAVM) for Q4 2020, worth a combined $19.2M — up 52% from $12.6M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new PAVM positions and 9 closed out — a net gain of 5 holders — while 21 added to existing stakes and 11 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.22M. The largest seller was Bank of America, cutting an estimated $164K.

  • 65 institutional investors held PAVmed (PAVM) as of Q4 2020, up from 60 in Q3 2020.
  • Funds reported $19.2M of PAVmed stock for Q4 2020, up 52% quarter-over-quarter.
  • 14 funds opened new PAVmed positions in Q4 2020 and 9 closed out, a net change of +5 holders.
  • The largest PAVmed buyer in Q4 2020 was Vanguard Group, an estimated $1.22M added.
  • The largest PAVmed seller in Q4 2020 was Bank of America, an estimated $164K sold.

Based on aggregated 13F filings for Q4 2020.