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PAVmed
PAVM

58 hedge funds and large institutions have $3.76M invested in PAVmed in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 9 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,140% more call options, than puts

Call options by funds: $62K | Put options by funds: $5K

89% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 9

0% less ownership

Funds ownership: 0.02% → 0.02% (-0%)

6% less funds holding

Funds holding: 62 → 58 (-4)

19% less capital invested

Capital invested by funds: $4.62M → $3.76M (-$869K)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

Holders
58
Holders Change
-4
Holders Change %
-6.45%
% of All Funds
0.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
17
Reduced
9
Closed
9
Calls
$62K
Puts
$5K
Net Calls
+$57K
Net Calls Change
-$56K

Top Buyers

Rank Fund Capital Flow
1
AC
Ayrton Capital
Connecticut
+$201K
2
Verition Fund Management
Verition Fund Management
Connecticut
+$129K
3
IWC
Integrated Wealth Concepts
Massachusetts
+$14.1K
4
LCS
Levin Capital Strategies
New York
+$9.47K
5
TRCT
Tower Research Capital (TRC)
New York
+$9.47K

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$57K
2
Millennium Management
Millennium Management
New York
-$49.3K
3
AFG
Alterity Financial Group
Maine
-$32.6K
4
GWS
Glassman Wealth Services
Virginia
-$16.7K
5
Morgan Stanley
Morgan Stanley
New York
-$15.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
26
Tradition Wealth Management
Minnesota
$20K – – –
PAG
27
Private Advisor Group
New Jersey
$15.1K – – –
TRCT
28
Tower Research Capital (TRC)
New York
$14K +$9.47K +45 +115%
RJA
29
Raymond James & Associates
Florida
$12.3K – – –
WP
30
WealthPLAN Partners
Nebraska
$12.1K – – –
VF
31
Virtu Financial
New York
$12K +$2.53K +12 +20%
IWC
32
Integrated Wealth Concepts
Massachusetts
$11K +$14.1K +67 New
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$9.19K +$4K +19 +53%
UBS Group
34
UBS Group
Switzerland
$8.4K +$5.05K +24 +92%
KWMG
35
King Wealth Management Group
Florida
$8K +$1.05K +5 +11%
AF
36
Allworth Financial
California
$5.72K +$1.89K +9 +36%
GT
37
Glenmede Trust
Pennsylvania
$5.6K – – –
FAIM
38
Financial Advocates Investment Management
Washington
$5.47K – – –
ML
39
McAdam LLC
Pennsylvania
$5.15K +$6.53K +31 New
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$4.95K +$1.26K +6 +26%
CIBC Private Wealth Group
41
CIBC Private Wealth Group
Georgia
$4.68K – – –
AA
42
Axiom Advisory
California
$4.63K – – –
WH
43
Whitcomb & Hess
Ohio
$4.15K +$5.26K +25 New
MWM
44
Modera Wealth Management
New Jersey
$4.06K – – –
Creative Planning
45
Creative Planning
Kansas
$3.96K -$421 -2 -8%
TFA
46
Tobias Financial Advisors
Florida
$3.73K – – –
WCM
47
Washburn Capital Management
Florida
$3.73K – – –
Simplex Trading
48
Simplex Trading
Illinois
$2K +$1.89K +9 +113%
Osaic Holdings
49
Osaic Holdings
Arizona
$1.76K +$421 +2 +22%
CWM
50
CarsonAllaria Wealth Management
Illinois
$411 – – –
1
2
3

PAVM Hedge Fund Activity: Q1 2023 in Review

58 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in PAVmed (PAVM) for Q1 2023, worth a combined $3.76M — down 19% from $4.62M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of PAVM and 5 opened new positions — a net loss of 4 holders — while 9 trimmed existing stakes and 17 added.

The largest buyer was Ayrton Capital, opening a new position worth an estimated $201K. The largest seller was BlackRock, cutting an estimated $57K.

  • 58 institutional investors held PAVmed (PAVM) as of Q1 2023, down from 62 in Q4 2022.
  • Funds reported $3.76M of PAVmed stock for Q1 2023, down 19% quarter-over-quarter.
  • 5 funds opened new PAVmed positions in Q1 2023 and 9 closed out, a net change of -4 holders.
  • The largest PAVmed buyer in Q1 2023 was Ayrton Capital, an estimated $201K added.
  • The largest PAVmed seller in Q1 2023 was BlackRock, an estimated $57K sold.

Based on aggregated 13F filings for Q1 2023.