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52 hedge funds and large institutions have $14.2M invested in PAVmed in 2020 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

560% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 5

233% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 3

117% more funds holding

Funds holding: 2452 (+28)

111% more capital invested

Capital invested by funds: $6.73M → $14.2M (+$7.46M)

0.01% more ownership

Funds ownership: 0.02%0.03% (+0.01%)

Holders
52
Holders Change
+28
Holders Change %
+116.67%
% of All Funds
1.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
10
Reduced
3
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.66M +$741K +741 +24%
BlackRock
2
BlackRock
New York
$3.65M +$3.7M +3,700 +2,500%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$781K +$612K +612 +290%
State Street
4
State Street
Massachusetts
$754K +$794K +794 New
EI
5
EAM Investors
California
$706K -$224K -224 -23%
BAM
6
Belpointe Asset Management
Nevada
$696K -$716K -716 -49%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$399K
N
8
Nuveen
North Carolina
$389K +$410K +410 New
Northern Trust
9
Northern Trust
Illinois
$271K +$180K +180 +171%
VWM
10
Vigilare Wealth Management
Arizona
$255K +$93K +93 +53%
Morgan Stanley
11
Morgan Stanley
New York
$240K +$123K +123 +95%
LCS
12
Levin Capital Strategies
New York
$230K +$111K +111 +85%
XF
13
XML Financial
Maryland
$214K +$225K +225 New
Bank of New York Mellon
14
Bank of New York Mellon
New York
$170K +$179K +179 New
Charles Schwab
15
Charles Schwab
California
$164K +$172K +172 New
Jane Street
16
Jane Street
New York
$152K +$160K +160 New
California State Teachers Retirement System (CalSTRS)
17
California State Teachers Retirement System (CalSTRS)
California
$114K +$120K +120 New
Wells Fargo
18
Wells Fargo
California
$110K +$116K +116 New
GWS
19
Glassman Wealth Services
Virginia
$109K
New York State Common Retirement Fund
20
New York State Common Retirement Fund
New York
$95K +$100K +100 New
PPA
21
Parametric Portfolio Associates
Washington
$88K +$92K +92 New
BSW
22
Buckingham Strategic Wealth
Missouri
$87K +$2K +2 +2%
WP
23
WealthPLAN Partners
Nebraska
$76K
JP Morgan Chase
24
JP Morgan Chase
New York
$69K +$73K +73 New
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$61K +$64K +64 New

PAVM Hedge Fund Activity: Q2 2020 in Review

52 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in PAVmed (PAVM) for Q2 2020, worth a combined $14.2M — up 111% from $6.73M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new PAVM positions and 5 closed out — a net gain of 28 holders — while 10 added to existing stakes and 3 trimmed.

The largest buyer was BlackRock, adding an estimated $3.7M. The largest seller was Belpointe Asset Management, cutting an estimated $716K.

  • 52 institutional investors held PAVmed (PAVM) as of Q2 2020, up from 24 in Q1 2020.
  • Funds reported $14.2M of PAVmed stock for Q2 2020, up 111% quarter-over-quarter.
  • 33 funds opened new PAVmed positions in Q2 2020 and 5 closed out, a net change of +28 holders.
  • The largest PAVmed buyer in Q2 2020 was BlackRock, an estimated $3.7M added.
  • The largest PAVmed seller in Q2 2020 was Belpointe Asset Management, an estimated $716K sold.

Based on aggregated 13F filings for Q2 2020.