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60 hedge funds and large institutions have $3.67M invested in PAVmed in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more call options, than puts

Call options by funds: $39K | Put options by funds: $6K

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

9% more funds holding

Funds holding: 5560 (+5)

0.01% more ownership

Funds ownership: 0.02%0.02% (+0.01%)

3% less capital invested

Capital invested by funds: $3.78M → $3.67M (-$113K)

14% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 14

Holders
60
Holders Change
+5
Holders Change %
+9.09%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
12
Reduced
14
Closed
4
Calls
$39K
Puts
$6K
Net Calls
+$33K
Net Calls Change
-$7K
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
26
Tradition Wealth Management
Minnesota
$16K
KWMG
27
King Wealth Management Group
Florida
$16K +$11.2K +72 +147%
TSS
28
Two Sigma Securities
New York
$15.6K +$18.3K +118 New
FLPIM
29
F.L. Putnam Investment Management
Massachusetts
$15.3K +$17.8K +115 New
TRCT
30
Tower Research Capital (TRC)
New York
$15.3K +$8.99K +58 +102%
PAG
31
Private Advisor Group
New Jersey
$11.8K -$155 -1 -1%
Jane Street
32
Jane Street
New York
$11.4K +$13.3K +86 New
Bank of New York Mellon
33
Bank of New York Mellon
New York
$10.3K -$23.4K -151 -66%
GWS
34
Glassman Wealth Services
Virginia
$10.2K +$11.9K +77 New
Millennium Management
35
Millennium Management
New York
$9.69K -$20.9K -135 -65%
XT
36
XTX Topco
Cayman Islands
$9.63K +$11.3K +73 New
WP
37
WealthPLAN Partners
Nebraska
$9.53K +$1.71K +11 +18%
BCM
38
BluePath Capital Management
Georgia
$8.55K +$10.1K +65 New
IWC
39
Integrated Wealth Concepts
Massachusetts
$7.42K -$1.71K -11 -16%
Simplex Trading
40
Simplex Trading
Illinois
$5K +$465 +3 +8%
GKWIM
41
Gerber Kawasaki Wealth & Investment Management
California
$4.55K +$5.27K +34 New
AF
42
Allworth Financial
California
$4.51K
GT
43
Glenmede Trust
Pennsylvania
$4.42K
ML
44
McAdam LLC
Pennsylvania
$4.3K -$775 -5 -14%
CIBC Private Wealth Group
45
CIBC Private Wealth Group
Georgia
$3.69K
WH
46
Whitcomb & Hess
Ohio
$3.68K +$310 +2 +8%
Creative Planning
47
Creative Planning
Kansas
$3.34K -$155 -1 -4%
AA
48
Axiom Advisory
California
$3.25K
Victory Capital Management
49
Victory Capital Management
Texas
$3.25K +$155 +1 +4%
MWM
50
Modera Wealth Management
New Jersey
$3.2K

PAVM Hedge Fund Activity: Q3 2023 in Review

60 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in PAVmed (PAVM) for Q3 2023, worth a combined $3.67M — down 3% from $3.78M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new PAVM positions and 4 closed out — a net gain of 5 holders — while 12 added to existing stakes and 14 trimmed.

The largest buyer was Ayrton Capital, adding an estimated $618K. The largest seller was Bank of New York Mellon, cutting an estimated $23.4K.

  • 60 institutional investors held PAVmed (PAVM) as of Q3 2023, up from 55 in Q2 2023.
  • Funds reported $3.67M of PAVmed stock for Q3 2023, down 3% quarter-over-quarter.
  • 9 funds opened new PAVmed positions in Q3 2023 and 4 closed out, a net change of +5 holders.
  • The largest PAVmed buyer in Q3 2023 was Ayrton Capital, an estimated $618K added.
  • The largest PAVmed seller in Q3 2023 was Bank of New York Mellon, an estimated $23.4K sold.

Based on aggregated 13F filings for Q3 2023.