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PAVmed
PAVM

65 hedge funds and large institutions have $19.2M invested in PAVmed in 2020 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 21 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 11

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

52% more capital invested

Capital invested by funds: $12.6M → $19.2M (+$6.55M)

8% more funds holding

Funds holding: 60 → 65 (+5)

0% more ownership

Funds ownership: 0.03% → 0.03% (+0%)

Holders
65
Holders Change
+5
Holders Change %
+8.33%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
21
Reduced
11
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.22M
2
VFA
Valeo Financial Advisors
Indiana
+$631K
3
Morgan Stanley
Morgan Stanley
New York
+$553K
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$287K
5
State Street
State Street
Massachusetts
+$182K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$164K
2
Citadel Advisors
Citadel Advisors
Florida
-$63K
3
GWS
Glassman Wealth Services
Virginia
-$62.4K
4
BAM
Belpointe Asset Management
Nevada
-$57.3K
5
Squarepoint
Squarepoint
New York
-$52K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
51
Citigroup
New York
$15K +$10.3K +12 +300%
UBS Group
52
UBS Group
Switzerland
$15K +$12K +14 +1,400%
BNP Paribas Financial Markets
53
BNP Paribas Financial Markets
France
$14.5K -$2.57K -3 -17%
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$13K +$6.84K +8 +160%
CB
55
Community Bank
New York
$11K +$9.41K +11 New
Legal & General Group
56
Legal & General Group
United Kingdom
$9K – – –
AIP
57
Ameritas Investment Partners
Nebraska
$7K – – –
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$6K +$5.13K +6 +600%
Osaic Holdings
59
Osaic Holdings
Arizona
$5K -$6.84K -8 -57%
NSIM
60
North Star Investment Management
Illinois
$4K +$3.42K +4 New
Bank of America
61
Bank of America
North Carolina
$3K -$164K -192 -98%
MRCM
62
M&R Capital Management
New Jersey
$2K – – –
PAM
63
Panagora Asset Management
Massachusetts
$2K – – –
AF
64
Allworth Financial
California
$2K +$1.71K +2 New
AIG
65
American International Group
New York
$47 – – –
Citadel Advisors
66
Citadel Advisors
Florida
– -$63K -79 Closed
Squarepoint
67
Squarepoint
New York
– -$52K -65 Closed
Jane Street
68
Jane Street
New York
– -$30K -36 Closed
WCM
69
Washburn Capital Management
Florida
– -$22K -28 Closed
Rockefeller Capital Management
70
Rockefeller Capital Management
New York
– -$17K -22 Closed
PWM
71
Provident Wealth Management
Tennessee
– -$4K -5 Closed
TFO
72
Tarbox Family Office
California
– -$2K -3 Closed
ASN
73
Advisory Services Network
Georgia
– -$1K -2 Closed
TWA
74
TCI Wealth Advisors
Arizona
– -$2K -2 Closed
1 2
3

PAVM Hedge Fund Activity: Q4 2020 in Review

65 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in PAVmed (PAVM) for Q4 2020, worth a combined $19.2M — up 52% from $12.6M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new PAVM positions and 9 closed out — a net gain of 5 holders — while 21 added to existing stakes and 11 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.22M. The largest seller was Bank of America, cutting an estimated $164K.

  • 65 institutional investors held PAVmed (PAVM) as of Q4 2020, up from 60 in Q3 2020.
  • Funds reported $19.2M of PAVmed stock for Q4 2020, up 52% quarter-over-quarter.
  • 14 funds opened new PAVmed positions in Q4 2020 and 9 closed out, a net change of +5 holders.
  • The largest PAVmed buyer in Q4 2020 was Vanguard Group, an estimated $1.22M added.
  • The largest PAVmed seller in Q4 2020 was Bank of America, an estimated $164K sold.

Based on aggregated 13F filings for Q4 2020.