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PAVmed
PAVM

91 hedge funds and large institutions have $80.7M invested in PAVmed in 2021 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 35 increasing their positions, 10 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

321% more capital invested

Capital invested by funds: $19.2M → $80.7M (+$61.5M)

289% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 9

250% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 10

40% more funds holding

Funds holding: 65 → 91 (+26)

0.02% more ownership

Funds ownership: 0.03% → 0.05% (+0.02%)

11% less call options, than puts

Call options by funds: $626K | Put options by funds: $702K

Holders
91
Holders Change
+26
Holders Change %
+40%
% of All Funds
1.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
35
Increased
35
Reduced
10
Closed
9
Calls
$626K
Puts
$702K
Net Calls
-$76K
Net Calls Change
-$76K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$8.37M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$4.68M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$3.94M
4
MWNA
Marshall Wace North America
New York
+$2.09M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$1.66M

Top Sellers

Rank Fund Capital Flow
1
BAM
Belpointe Asset Management
Nevada
-$686K
2
VWM
Vigilare Wealth Management
Arizona
-$283K
3
JP Morgan Chase
JP Morgan Chase
New York
-$259K
4
LCS
Levin Capital Strategies
New York
-$233K
5
AQR Capital Management
AQR Capital Management
Connecticut
-$161K
Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
26
Cruiser Capital Advisors
Connecticut
$377K +$284K +189 New
IA
27
Insight Advisors
Pennsylvania
$362K +$265K +176 New
Bank of America
28
Bank of America
North Carolina
$357K +$265K +176 +5,867%
RA
29
RFG Advisory
Alabama
$319K +$241K +160 New
BAM
30
Belpointe Asset Management
Nevada
$289K -$686K -456 -76%
Verition Fund Management
31
Verition Fund Management
Connecticut
$289K +$218K +145 New
T. Rowe Price Associates
32
T. Rowe Price Associates
Maryland
$282K +$212K +141 New
Goldman Sachs
33
Goldman Sachs
New York
$263K -$16.5K -11 -8%
Wolverine Trading
34
Wolverine Trading
Illinois
$249K +$179K +119 New
SSA
35
Schonfeld Strategic Advisors
New York
$245K +$131K +87 +249%
Barclays
36
Barclays
United Kingdom
$232K +$134K +89 +330%
TWM
37
Tradition Wealth Management
Minnesota
$231K – – –
BSW
38
Buckingham Strategic Wealth
Missouri
$231K +$30.1K +20 +21%
PPA
39
Parametric Portfolio Associates
Washington
$200K +$42.1K +28 +39%
UBS Group
40
UBS Group
Switzerland
$197K +$126K +84 +560%
WP
41
WealthPLAN Partners
Nebraska
$190K +$25.6K +17 +22%
Deutsche Bank
42
Deutsche Bank
Germany
$175K +$45.1K +30 +53%
Manulife (Manufacturers Life Insurance)
43
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$168K +$126K +84 New
PCM
44
Pinz Capital Management
New York
$166K +$125K +83 New
AFG
45
Alterity Financial Group
Maine
$165K +$418K +278 New
CIBC Private Wealth Group
46
CIBC Private Wealth Group
Georgia
$162K – – –
Invesco
47
Invesco
Georgia
$162K +$9.02K +6 +8%
AQR Capital Management
48
AQR Capital Management
Connecticut
$157K -$161K -107 -58%
OIA
49
OneDigital Investment Advisors
Kansas
$155K +$78.2K +52 +200%
LCS
50
Levin Capital Strategies
New York
$151K -$233K -155 -67%
1
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PAVM Hedge Fund Activity: Q1 2021 in Review

91 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in PAVmed (PAVM) for Q1 2021, worth a combined $80.7M — up 321% from $19.2M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new PAVM positions and 9 closed out — a net gain of 26 holders — while 35 added to existing stakes and 10 trimmed.

The largest buyer was BlackRock, adding an estimated $8.37M. The largest seller was Belpointe Asset Management, cutting an estimated $686K.

  • 91 institutional investors held PAVmed (PAVM) as of Q1 2021, up from 65 in Q4 2020.
  • Funds reported $80.7M of PAVmed stock for Q1 2021, up 321% quarter-over-quarter.
  • 35 funds opened new PAVmed positions in Q1 2021 and 9 closed out, a net change of +26 holders.
  • The largest PAVmed buyer in Q1 2021 was BlackRock, an estimated $8.37M added.
  • The largest PAVmed seller in Q1 2021 was Belpointe Asset Management, an estimated $686K sold.

Based on aggregated 13F filings for Q1 2021.