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PAVmed
PAVM

15 hedge funds and large institutions have $3.2M invested in PAVmed in 2019 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 1

25% more capital invested

Capital invested by funds: $2.55M → $3.2M (+$644K)

0% more funds holding

Funds holding: 15 → 15 (0)

0% less ownership

Funds ownership: 0.01% → 0.01% (-0%)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

Holders
15
Holders Change
–
Holders Change %
0%
% of All Funds
0.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
4
Reduced
1
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LCS
Levin Capital Strategies
New York
+$46.2K
2
VF
Virtu Financial
New York
+$19.2K
3
UBS Group
UBS Group
Switzerland
+$17.9K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$15.8K
5
BlackRock
BlackRock
New York
+$13.3K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$26K
2
MSAM
Moloney Securities Asset Management
Missouri
-$11K
3
Bank of America
Bank of America
North Carolina
-$6K
4
Victory Capital Management
Victory Capital Management
Texas
-$4K
5
Vanguard Group
Vanguard Group
Pennsylvania
-$2.92K
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.6M -$2.92K -7 -0.2%
BAM
2
Belpointe Asset Management
Nevada
$782K – – –
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$399K – – –
Geode Capital Management
4
Geode Capital Management
Massachusetts
$84K – – –
BlackRock
5
BlackRock
New York
$76K +$13.3K +32 +29%
LCS
6
Levin Capital Strategies
New York
$72K +$46.2K +111 +505%
GWS
7
Glassman Wealth Services
Virginia
$40K +$1.25K +3 +4%
Northern Trust
8
Northern Trust
Illinois
$27K – – –
VF
9
Virtu Financial
New York
$25K +$19.2K +46 New
PAG
10
Private Advisor Group
New Jersey
$24K – – –
UBS Group
11
UBS Group
Switzerland
$23K +$17.9K +43 New
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$20K +$15.8K +38 New
VWM
13
Vigilare Wealth Management
Arizona
$15K +$9.16K +22 New
VFA
14
Valeo Financial Advisors
Indiana
$5K +$2.92K +7 +350%
Citadel Advisors
15
Citadel Advisors
Florida
– -$26K -60 Closed
MSAM
16
Moloney Securities Asset Management
Missouri
– -$11K -25 Closed
Bank of America
17
Bank of America
North Carolina
– -$6K -15 Closed
Victory Capital Management
18
Victory Capital Management
Texas
– -$4K -10 Closed

PAVM Hedge Fund Activity: Q4 2019 in Review

15 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in PAVmed (PAVM) for Q4 2019, worth a combined $3.2M — up 25% from $2.55M a quarter earlier.

Fund positioning in PAVM was balanced in Q4 2019: 4 funds opened new positions, 4 closed out, 4 added to existing stakes and 1 trimmed.

The largest buyer was Levin Capital Strategies, adding an estimated $46.2K. The largest seller was Citadel Advisors, exiting entirely with an estimated $26K sold.

  • 15 institutional investors held PAVmed (PAVM) as of Q4 2019, unchanged from Q3 2019.
  • Funds reported $3.2M of PAVmed stock for Q4 2019, up 25% quarter-over-quarter.
  • 4 funds opened new PAVmed positions in Q4 2019 and 4 closed out, a net change of 0 holders.
  • The largest PAVmed buyer in Q4 2019 was Levin Capital Strategies, an estimated $46.2K added.
  • The largest PAVmed seller in Q4 2019 was Citadel Advisors, an estimated $26K sold.

Based on aggregated 13F filings for Q4 2019.