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PAVmed
PAVM

97 hedge funds and large institutions have $134M invested in PAVmed in 2021 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 33 increasing their positions, 21 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more capital invested

Capital invested by funds: $80.7M → $134M (+$53.8M)

57% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 21

54% more call options, than puts

Call options by funds: $1.83M | Put options by funds: $1.19M

37% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 19

7% more funds holding

Funds holding: 91 → 97 (+6)

0.01% more ownership

Funds ownership: 0.05% → 0.06% (+0.01%)

Holders
97
Holders Change
+6
Holders Change %
+6.59%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
26
Increased
33
Reduced
21
Closed
19
Calls
$1.83M
Puts
$1.19M
Net Calls
+$642K
Net Calls Change
+$718K

Top Buyers

Rank Fund Capital Flow
1
N
Nuveen
North Carolina
+$5.3M
2
EI
EAM Investors
California
+$4.18M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$3.01M
4
EGI
EAM Global Investors
California
+$1.97M
5
State Street
State Street
Massachusetts
+$1.91M

Top Sellers

Rank Fund Capital Flow
1
MWNA
Marshall Wace North America
New York
-$2.33M
2
PGM
Parian Global Management
New York
-$1.94M
3
Millennium Management
Millennium Management
New York
-$1.71M
4
Marshall Wace
Marshall Wace
United Kingdom
-$806K
5
Creative Planning
Creative Planning
Kansas
-$702K
Name Holding Trade Value Shares
Change 		Change in
Stake
Principal Financial Group
76
Principal Financial Group
Iowa
$74K -$9.45K -4 -13%
GC
77
Gratus Capital
Georgia
$70K – – –
IIA
78
IPG Investment Advisors
California
$69.1K +$56.7K +24 New
AF
79
Allworth Financial
California
$64K +$26K +11 +100%
CFG
80
Citizens Financial Group
Rhode Island
$64K +$52K +22 New
Legal & General Group
81
Legal & General Group
United Kingdom
$49K +$4.72K +2 +13%
DWA
82
Dorsey Wright & Associates
California
$47K +$37.8K +16 New
TRCT
83
Tower Research Capital (TRC)
New York
$34K -$123K -52 -81%
AIP
84
Ameritas Investment Partners
Nebraska
$33K – – –
Royal Bank of Canada
85
Royal Bank of Canada
Ontario, Canada
$32K -$2.36K -1 -8%
CB
86
Community Bank
New York
$32K – – –
Citigroup
87
Citigroup
New York
$32K +$2.36K +1 +10%
QT
88
Quantbot Technologies
New York
$19K +$16.5K +7 New
BNP Paribas Financial Markets
89
BNP Paribas Financial Markets
France
$17.7K -$28.3K -12 -67%
Osaic Holdings
90
Osaic Holdings
Arizona
$15K -$26K -11 -69%
IA
91
IFP Advisors
Florida
$8K – – –
MRCM
92
M&R Capital Management
New Jersey
$6K – – –
CG
93
Cutler Group
California
$5K +$4.72K +2 New
EW
94
Evoke Wealth
California
$3K – – –
OIA
95
Optimum Investment Advisors
Illinois
$3K +$2.36K +1 New
CAPTRUST Financial Advisors
96
CAPTRUST Financial Advisors
North Carolina
$2K +$2.36K +1 New
DFCM
97
Dark Forest Capital Management
Puerto Rico
$1K – – –
LPWM
98
Lake Point Wealth Management
Texas
$1K – – –
TWA
99
TCI Wealth Advisors
Arizona
$1K – – –
AIG
100
American International Group
New York
$258 +$21.3K +9 +11%
1 2 3
4
5

PAVM Hedge Fund Activity: Q2 2021 in Review

97 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in PAVmed (PAVM) for Q2 2021, worth a combined $134M — up 67% from $80.7M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new PAVM positions and 19 closed out — a net gain of 7 holders — while 33 added to existing stakes and 21 trimmed.

The largest buyer was Nuveen, adding an estimated $5.3M. The largest seller was Marshall Wace North America, cutting an estimated $2.33M.

  • 97 institutional investors held PAVmed (PAVM) as of Q2 2021, up from 91 in Q1 2021.
  • Funds reported $134M of PAVmed stock for Q2 2021, up 67% quarter-over-quarter.
  • 26 funds opened new PAVmed positions in Q2 2021 and 19 closed out, a net change of +7 holders.
  • The largest PAVmed buyer in Q2 2021 was Nuveen, an estimated $5.3M added.
  • The largest PAVmed seller in Q2 2021 was Marshall Wace North America, an estimated $2.33M sold.

Based on aggregated 13F filings for Q2 2021.