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24 hedge funds and large institutions have $6.73M invested in PAVmed in 2020 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 3

250% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 2

111% more capital invested

Capital invested by funds: $3.2M → $6.73M (+$3.54M)

60% more funds holding

Funds holding: 1524 (+9)

0.01% more ownership

Funds ownership: 0.01%0.02% (+0.01%)

Holders
24
Holders Change
+9
Holders Change %
+60%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
7
Reduced
2
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.77M +$115K +141 +5%
BAM
2
Belpointe Asset Management
Nevada
$1.29M
EI
3
EAM Investors
California
$862K +$791K +967 New
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$399K
Geode Capital Management
5
Geode Capital Management
Massachusetts
$188K +$44.2K +54 +34%
VWM
6
Vigilare Wealth Management
Arizona
$156K +$125K +153 +695%
BlackRock
7
BlackRock
New York
$131K +$4.91K +6 +4%
SIM
8
Spark Investment Management
New York
$130K +$120K +147 New
LCS
9
Levin Capital Strategies
New York
$117K -$1.64K -2 -2%
Morgan Stanley
10
Morgan Stanley
New York
$116K +$106K +130 New
GWS
11
Glassman Wealth Services
Virginia
$102K +$33.5K +41 +55%
Northern Trust
12
Northern Trust
Illinois
$93K +$45.8K +56 +114%
WP
13
WealthPLAN Partners
Nebraska
$79K +$63.8K +78 New
BSW
14
Buckingham Strategic Wealth
Missouri
$79K +$72.8K +89 New
SF
15
Synovus Financial
Georgia
$79K +$72.8K +89 New
MRCM
16
M&R Capital Management
New Jersey
$49K +$45.8K +56 New
PAG
17
Private Advisor Group
New Jersey
$20K -$18K -22 -50%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$20K +$18K +22 New
WCM
19
Washburn Capital Management
Florida
$20K +$18K +22 New
Victory Capital Management
20
Victory Capital Management
Texas
$20K +$18.8K +23 New
Osaic Holdings
21
Osaic Holdings
Arizona
$4K +$3.27K +4 New
TWA
22
TCI Wealth Advisors
Arizona
$3K +$2.45K +3 New
AF
23
Allworth Financial
California
$1K +$818 +1 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1K +$818 +1 +100%
UBS Group
25
UBS Group
Switzerland
-$23K -43 Closed

PAVM Hedge Fund Activity: Q1 2020 in Review

24 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in PAVmed (PAVM) for Q1 2020, worth a combined $6.73M — up 111% from $3.2M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new PAVM positions and 3 closed out — a net gain of 10 holders — while 7 added to existing stakes and 2 trimmed.

The largest buyer was EAM Investors, opening a new position worth an estimated $791K. The largest seller was UBS Group, exiting entirely with an estimated $23K sold.

  • 24 institutional investors held PAVmed (PAVM) as of Q1 2020, up from 15 in Q4 2019.
  • Funds reported $6.73M of PAVmed stock for Q1 2020, up 111% quarter-over-quarter.
  • 13 funds opened new PAVmed positions in Q1 2020 and 3 closed out, a net change of +10 holders.
  • The largest PAVmed buyer in Q1 2020 was EAM Investors, an estimated $791K added.
  • The largest PAVmed seller in Q1 2020 was UBS Group, an estimated $23K sold.

Based on aggregated 13F filings for Q1 2020.