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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
MRCM
51
M&R Capital Management
New Jersey
$373 – – –
TWA
52
TCI Wealth Advisors
Arizona
$225 – – –
Fidelity Investments
53
Fidelity Investments
Massachusetts
$187 – – –
US Bancorp
54
US Bancorp
Minnesota
$187 – – –
Bank of America
55
Bank of America
North Carolina
$37 – – –
TIM
56
Thompson Investment Management
Wisconsin
$19 – – –
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$6 -$631 -3 -8%
LWP
58
Lumature Wealth Partners
Georgia
$5 – – –
AFG
59
Alterity Financial Group
Maine
– -$32.6K -151 Closed
GWS
60
Glassman Wealth Services
Virginia
– -$16.7K -77 Closed
WIM
61
WealthPlan Investment Management
Nebraska
– -$13.6K -72 Closed
PWM
62
Pacific Wealth Management
California
– -$14.4K -67 Closed
Citadel Advisors
63
Citadel Advisors
Florida
– -$11.8K -56 Closed
MFG
64
Merit Financial Group
Georgia
– -$7.87K -36 Closed
Barclays
65
Barclays
United Kingdom
– -$3.84K -18 Closed
Rockefeller Capital Management
66
Rockefeller Capital Management
New York
– -$1K -6 Closed
CG
67
Cutler Group
California
– -$842 -4 -50%
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
– -$960 -4 Closed
BNP Paribas Financial Markets
69
BNP Paribas Financial Markets
France
– -$49 – –
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
– +$210 +1 New
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.