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PAVmed
PAVM

23 hedge funds and large institutions have $3.12M invested in PAVmed in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 5

0.29% more ownership

Funds ownership: 0.02% → 0.31% (+0.29%)

15% less capital invested

Capital invested by funds: $3.67M → $3.12M (-$552K)

62% less funds holding

Funds holding: 60 → 23 (-37)

92% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 39

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
23
Holders Change
-37
Holders Change %
-61.67%
% of All Funds
0.34%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
3
Increased
7
Reduced
5
Closed
39
Calls
$379K
Puts
–
Net Calls
+$379K
Net Calls Change
+$346K

Top Buyers

Rank Fund Capital Flow
1
First Manhattan
First Manhattan
New York
+$524K
2
Vanguard Group
Vanguard Group
Pennsylvania
+$192K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$88.6K
4
UBS Group
UBS Group
Switzerland
+$23.3K
5
Northern Trust
Northern Trust
Illinois
+$14.6K

Top Sellers

Rank Fund Capital Flow
1
LCS
Levin Capital Strategies
New York
-$44.1K
2
Verition Fund Management
Verition Fund Management
Connecticut
-$41.5K
3
RJA
Raymond James & Associates
Florida
-$40.6K
4
OIA
OneDigital Investment Advisors
Kansas
-$36.8K
5
Lido Advisors
Lido Advisors
California
-$35.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
GKWIM
51
Gerber Kawasaki Wealth & Investment Management
California
– -$4.55K -34 Closed
GT
52
Glenmede Trust
Pennsylvania
– -$4.42K -33 Closed
ML
53
McAdam LLC
Pennsylvania
– -$4.3K -32 Closed
CIBC Private Wealth Group
54
CIBC Private Wealth Group
Georgia
– -$3.69K -28 Closed
WH
55
Whitcomb & Hess
Ohio
– -$3.68K -28 Closed
Creative Planning
56
Creative Planning
Kansas
– -$3.34K -25 Closed
AA
57
Axiom Advisory
California
– -$3.25K -24 Closed
MWM
58
Modera Wealth Management
New Jersey
– -$3.2K -24 Closed
Victory Capital Management
59
Victory Capital Management
Texas
– -$3.25K -24 Closed
TFA
60
Tobias Financial Advisors
Florida
– -$2.95K -22 Closed
WCM
61
Washburn Capital Management
Florida
– -$2.95K -22 Closed
NFSG
62
Newbridge Financial Services Group
Florida
– -$589 -4 Closed
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
– -$118 -1 -50%
US Bancorp
64
US Bancorp
Minnesota
– -$147 -1 Closed
Qube Research & Technologies (QRT)
65
Qube Research & Technologies (QRT)
United Kingdom
– -$1 – –
WAM
66
Wolverine Asset Management
Illinois
– -$32 – –
1 2
3

PAVM Hedge Fund Activity: Q4 2023 in Review

23 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in PAVmed (PAVM) for Q4 2023, worth a combined $3.12M — down 15% from $3.67M a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of PAVM and 3 opened new positions — a net loss of 36 holders — while 5 trimmed existing stakes and 7 added.

The largest buyer was First Manhattan, adding an estimated $524K. The largest seller was Levin Capital Strategies, exiting entirely with an estimated $44.1K sold.

  • 23 institutional investors held PAVmed (PAVM) as of Q4 2023, down from 60 in Q3 2023.
  • Funds reported $3.12M of PAVmed stock for Q4 2023, down 15% quarter-over-quarter.
  • 3 funds opened new PAVmed positions in Q4 2023 and 39 closed out, a net change of -36 holders.
  • The largest PAVmed buyer in Q4 2023 was First Manhattan, an estimated $524K added.
  • The largest PAVmed seller in Q4 2023 was Levin Capital Strategies, an estimated $44.1K sold.

Based on aggregated 13F filings for Q4 2023.