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55 hedge funds and large institutions have $3.78M invested in PAVmed in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more call options, than puts

Call options by funds: $52K | Put options by funds: $12K

1% more capital invested

Capital invested by funds: $3.76M → $3.78M (+$24.8K)

0% less ownership

Funds ownership: 0.02%0.02% (-0%)

5% less funds holding

Funds holding: 5855 (-3)

31% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 13

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
55
Holders Change
-3
Holders Change %
-5.17%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
9
Reduced
13
Closed
6
Calls
$52K
Puts
$12K
Net Calls
+$40K
Net Calls Change
-$17K
Name Holding Trade Value Shares
Change
Change in
Stake
PCA
26
Pallas Capital Advisors
Massachusetts
$18.8K
PAG
27
Private Advisor Group
New Jersey
$16.4K
RJA
28
Raymond James & Associates
Florida
$13.5K
IWC
29
Integrated Wealth Concepts
Massachusetts
$12.3K
WP
30
WealthPLAN Partners
Nebraska
$11.1K -$2.2K -11 -15%
TRCT
31
Tower Research Capital (TRC)
New York
$10.4K -$5.4K -27 -32%
KWMG
32
King Wealth Management Group
Florida
$9K
Simplex Trading
33
Simplex Trading
Illinois
$7K +$4.2K +21 +124%
ML
34
McAdam LLC
Pennsylvania
$6.85K +$1.2K +6 +19%
AF
35
Allworth Financial
California
$6.25K
BAM
36
Belpointe Asset Management
Nevada
$6.12K -$35.6K -178 -84%
GT
37
Glenmede Trust
Pennsylvania
$5.6K
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$5.4K
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$5.4K -$5.2K -26 -47%
CIBC Private Wealth Group
40
CIBC Private Wealth Group
Georgia
$5.11K
Creative Planning
41
Creative Planning
Kansas
$4.82K +$400 +2 +8%
WH
42
Whitcomb & Hess
Ohio
$4.69K +$200 +1 +4%
AA
43
Axiom Advisory
California
$4.49K
MWM
44
Modera Wealth Management
New Jersey
$4.43K
Victory Capital Management
45
Victory Capital Management
Texas
$4.15K +$4.6K +23 New
TFA
46
Tobias Financial Advisors
Florida
$4.08K
WCM
47
Washburn Capital Management
Florida
$4.08K
Osaic Holdings
48
Osaic Holdings
Arizona
$1.8K -$200 -1 -9%
UBS Group
49
UBS Group
Switzerland
$490 -$9.4K -47 -94%
CWM
50
CarsonAllaria Wealth Management
Illinois
$449

PAVM Hedge Fund Activity: Q2 2023 in Review

55 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in PAVmed (PAVM) for Q2 2023, worth a combined $3.78M — up 0.66% from $3.76M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of PAVM and 3 opened new positions — a net loss of 3 holders — while 13 trimmed existing stakes and 9 added.

The largest buyer was Charles Schwab, opening a new position worth an estimated $35.4K. The largest seller was Verition Fund Management, cutting an estimated $122K.

  • 55 institutional investors held PAVmed (PAVM) as of Q2 2023, down from 58 in Q1 2023.
  • Funds reported $3.78M of PAVmed stock for Q2 2023, up 0.66% quarter-over-quarter.
  • 3 funds opened new PAVmed positions in Q2 2023 and 6 closed out, a net change of -3 holders.
  • The largest PAVmed buyer in Q2 2023 was Charles Schwab, an estimated $35.4K added.
  • The largest PAVmed seller in Q2 2023 was Verition Fund Management, an estimated $122K sold.

Based on aggregated 13F filings for Q2 2023.