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PAVmed
PAVM

Overview Fund Activity

26 hedge funds and large institutions have $6.73M invested in PAVmed in 2020 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 4 closing their positions.

Holders
26
Holders Change
+10
Holders Change %
+62.5%
% of All Funds
0.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
7
Reduced
2
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EI
1
EAM Investors
California
$862K
2
VWM
2
Vigilare Wealth Management
Arizona
$156K
3
SIM
3
Spark Investment Management
New York
$130K
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.77M
5
Morgan Stanley
5
Morgan Stanley
New York
$116K

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$0
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$0
3
PAG
3
Private Advisor Group
New Jersey
$20K
4
VFA
4
Valeo Financial Advisors
Indiana
$0
5
LCS
5
Levin Capital Strategies
New York
$117K
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.77M 1,400,054 +63,489 +5%
BAM
2
Belpointe Asset Management
Nevada
$1.29M 652,000 – –
EI
3
EAM Investors
California
$862K 435,289 +435,289 New
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$399K 62,300 – –
Geode Capital Management
5
Geode Capital Management
Massachusetts
$188K 95,024 +24,559 +35%
VWM
6
Vigilare Wealth Management
Arizona
$156K 78,700 +68,700 +687%
BlackRock
7
BlackRock
New York
$131K 66,435 +2,407 +4%
SIM
8
Spark Investment Management
New York
$130K 66,000 +66,000 New
LCS
9
Levin Capital Strategies
New York
$117K 59,000 -1,000 -2%
Morgan Stanley
10
Morgan Stanley
New York
$116K 58,418 +58,418 New
GWS
11
Glassman Wealth Services
Virginia
$102K 51,649 +18,500 +56%
Northern Trust
12
Northern Trust
Illinois
$93K 47,127 +25,000 +113%
WP
13
WealthPLAN Partners
Nebraska
$79K 35,000 +35,000 New
BSW
14
Buckingham Strategic Wealth
Missouri
$79K 40,000 +40,000 New
SF
15
Synovus Financial
Georgia
$79K 40,000 +40,000 New
MRCM
16
M&R Capital Management
New Jersey
$49K 25,000 +25,000 New
PAG
17
Private Advisor Group
New Jersey
$20K 10,000 -10,000 -50%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$20K 10,000 +10,000 New
WCM
19
Washburn Capital Management
Florida
$20K 10,000 +10,000 New
Victory Capital Management
20
Victory Capital Management
Texas
$20K 10,168 +10,168 New
Osaic Holdings
21
Osaic Holdings
Arizona
$4K 2,000 +2,000 New
TWA
22
TCI Wealth Advisors
Arizona
$3K 1,300 +1,300 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1K 908 +302 +50%
AF
24
Allworth Financial
California
$1K 400 +400 New
UBS Group
25
UBS Group
Switzerland
– – -19,280 Closed
1
2