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PAVmed
PAVM

91 hedge funds and large institutions have $80.7M invested in PAVmed in 2021 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 35 increasing their positions, 10 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

321% more capital invested

Capital invested by funds: $19.2M → $80.7M (+$61.5M)

289% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 9

250% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 10

40% more funds holding

Funds holding: 65 → 91 (+26)

0.02% more ownership

Funds ownership: 0.03% → 0.05% (+0.02%)

11% less call options, than puts

Call options by funds: $626K | Put options by funds: $702K

Holders
91
Holders Change
+26
Holders Change %
+40%
% of All Funds
1.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
35
Increased
35
Reduced
10
Closed
9
Calls
$626K
Puts
$702K
Net Calls
-$76K
Net Calls Change
-$76K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$8.37M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$4.68M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$3.94M
4
MWNA
Marshall Wace North America
New York
+$2.09M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$1.66M

Top Sellers

Rank Fund Capital Flow
1
BAM
Belpointe Asset Management
Nevada
-$686K
2
VWM
Vigilare Wealth Management
Arizona
-$283K
3
JP Morgan Chase
JP Morgan Chase
New York
-$259K
4
LCS
Levin Capital Strategies
New York
-$233K
5
AQR Capital Management
AQR Capital Management
Connecticut
-$161K
Name Holding Trade Value Shares
Change 		Change in
Stake
SG Americas Securities
76
SG Americas Securities
New York
$49K +$36.1K +24 New
PWM
77
Perigon Wealth Management
California
$44K +$33.1K +22 New
BNP Paribas Financial Markets
78
BNP Paribas Financial Markets
France
$36.7K +$4.51K +3 +20%
Osaic Holdings
79
Osaic Holdings
Arizona
$33K +$15K +10 +167%
Legal & General Group
80
Legal & General Group
United Kingdom
$30K +$7.52K +5 +50%
ACM
81
Allred Capital Management
Texas
$25.5K +$19.5K +13 New
Royal Bank of Canada
82
Royal Bank of Canada
Ontario, Canada
$25K +$7.52K +5 +71%
AIP
83
Ameritas Investment Partners
Nebraska
$23K +$6.01K +4 +57%
AF
84
Allworth Financial
California
$23K +$13.5K +9 +450%
CB
85
Community Bank
New York
$22K – – –
Citigroup
86
Citigroup
New York
$21K -$9.02K -6 -38%
IA
87
IFP Advisors
Florida
$6K +$4.51K +3 New
PHK
88
Point72 Hong Kong
Hong Kong
$6K +$4.51K +3 New
MRCM
89
M&R Capital Management
New Jersey
$4K – – –
EW
90
Evoke Wealth
California
$2K +$1.5K +1 New
Federated Hermes
91
Federated Hermes
Pennsylvania
$1K – – –
AIG
92
American International Group
New York
$162 +$48.1K +32 +65%
VF
93
Virtu Financial
New York
– -$136K -142 Closed
DC
94
Diametric Capital
Massachusetts
– -$87K -91 Closed
Lido Advisors
95
Lido Advisors
California
– -$56K -60 Closed
KAS
96
Kestra Advisory Services
Texas
– -$53K -56 Closed
PCM
97
Prelude Capital Management
New York
– -$54K -56 Closed
LWM
98
Laidlaw Wealth Management
New York
– -$32K -33 Closed
SO
99
STRS Ohio
Ohio
– -$19K -20 Closed
NSIM
100
North Star Investment Management
Illinois
– -$4K -4 Closed
1 2 3
4
5

PAVM Hedge Fund Activity: Q1 2021 in Review

91 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in PAVmed (PAVM) for Q1 2021, worth a combined $80.7M — up 321% from $19.2M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new PAVM positions and 9 closed out — a net gain of 26 holders — while 35 added to existing stakes and 10 trimmed.

The largest buyer was BlackRock, adding an estimated $8.37M. The largest seller was Belpointe Asset Management, cutting an estimated $686K.

  • 91 institutional investors held PAVmed (PAVM) as of Q1 2021, up from 65 in Q4 2020.
  • Funds reported $80.7M of PAVmed stock for Q1 2021, up 321% quarter-over-quarter.
  • 35 funds opened new PAVmed positions in Q1 2021 and 9 closed out, a net change of +26 holders.
  • The largest PAVmed buyer in Q1 2021 was BlackRock, an estimated $8.37M added.
  • The largest PAVmed seller in Q1 2021 was Belpointe Asset Management, an estimated $686K sold.

Based on aggregated 13F filings for Q1 2021.