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PAVmed
PAVM

Overview Fund Activity

61 hedge funds and large institutions have $3.76M invested in PAVmed in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 10 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
-3
Holders Change %
-4.69%
% of All Funds
0.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
18
Reduced
10
Closed
10
Calls
$62K
Puts
$5K
Net Calls
+$57K
Net Calls Change
-$56K

Top Buyers

1
AC
1
Ayrton Capital
Connecticut
$161K
2
Verition Fund Management
2
Verition Fund Management
Connecticut
$155K
3
IWC
3
Integrated Wealth Concepts
Massachusetts
$11K
4
LCS
4
Levin Capital Strategies
New York
$112K
5
TRCT
5
Tower Research Capital (TRC)
New York
$14K

Top Sellers

1
BlackRock
1
BlackRock
New York
$489K
2
Millennium Management
2
Millennium Management
New York
$82K
3
AFG
3
Alterity Financial Group
Maine
$0
4
GWS
4
Glassman Wealth Services
Virginia
$0
5
PCA
5
Pallas Capital Advisors
Massachusetts
$23.8K
Name Holding Trade Value Shares
Change 		Shares
Change %
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 +$7.45K +1,345 +114%
RJA
29
Raymond James & Associates
Florida
$12.3K – – –
WP
30
WealthPLAN Partners
Nebraska
$12.1K – – –
VF
31
Virtu Financial
New York
$12K +$1.94K +351 +19%
IWC
32
Integrated Wealth Concepts
Massachusetts
$11K +$11K +2,013 New
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$9.19K +$3.07K +548 +50%
UBS Group
34
UBS Group
Switzerland
$8.4K +$4.05K +723 +93%
KWMG
35
King Wealth Management Group
Florida
$8K +$731 +134 +10%
AF
36
Allworth Financial
California
$5.72K +$1.57K +280 +38%
GT
37
Glenmede Trust
Pennsylvania
$5.6K – – –
FAIM
38
Financial Advocates Investment Management
Washington
$5.47K – – –
ML
39
McAdam LLC
Pennsylvania
$5.15K +$5.15K +919 New
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$4.95K +$1.12K +200 +29%
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 +$4.15K +741 New
MWM
44
Modera Wealth Management
New Jersey
$4.06K – – –
Creative Planning
45
Creative Planning
Kansas
$3.96K -$460 -82 -10%
WCM
46
Washburn Capital Management
Florida
$3.74K – – –
TFA
47
Tobias Financial Advisors
Florida
$3.74K – – –
Simplex Trading
48
Simplex Trading
Illinois
$2K +$1.03K +269 +106%
Osaic Holdings
49
Osaic Holdings
Arizona
$1.76K +$296 +53 +20%
CWM
50
CarsonAllaria Wealth Management
Illinois
$411 – – –
1
2
3