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PAVmed
PAVM

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: 55 → 60 (+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

Top Buyers

Rank Fund Capital Flow
1
AC
Ayrton Capital
Connecticut
+$618K
2
First Manhattan
First Manhattan
New York
+$345K
3
RJA
Raymond James & Associates
Florida
+$36.1K
4
Vanguard Group
Vanguard Group
Pennsylvania
+$35.8K
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$31.6K

Top Sellers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
-$23.4K
2
Millennium Management
Millennium Management
New York
-$20.9K
3
Wells Fargo
Wells Fargo
California
-$16.3K
4
Morgan Stanley
Morgan Stanley
New York
-$8.22K
5
OIA
OneDigital Investment Advisors
Kansas
-$7.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
51
Tobias Financial Advisors
Florida
$2.95K – – –
WCM
52
Washburn Capital Management
Florida
$2.95K – – –
Osaic Holdings
53
Osaic Holdings
Arizona
$1.3K – – –
NFSG
54
Newbridge Financial Services Group
Florida
$589 +$620 +4 New
UBS Group
55
UBS Group
Switzerland
$354 – – –
MRCM
56
M&R Capital Management
New Jersey
$295 – – –
US Bancorp
57
US Bancorp
Minnesota
$147 – – –
JP Morgan Chase
58
JP Morgan Chase
New York
$103 – – –
WAM
59
Wolverine Asset Management
Illinois
$32 – – –
Bank of America
60
Bank of America
North Carolina
$29 – – –
Fidelity Investments
61
Fidelity Investments
Massachusetts
$25 – – –
TIM
62
Thompson Investment Management
Wisconsin
$15 – – –
Qube Research & Technologies (QRT)
63
Qube Research & Technologies (QRT)
United Kingdom
$1 – – –
BAM
64
Belpointe Asset Management
Nevada
– -$6.12K -33 Closed
Cetera Investment Advisers
65
Cetera Investment Advisers
Illinois
– -$5.4K -29 Closed
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
– -$4.5K -29 Closed
CWM
67
CarsonAllaria Wealth Management
Illinois
– -$449 -2 Closed
CG
68
Cutler Group
California
– -$155 -1 -25%
1 2
3

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.