We are live on ! Find out more
PAVM icon

PAVmed
PAVM

65 hedge funds and large institutions have $19.2M invested in PAVmed in 2020 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 21 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 11

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

52% more capital invested

Capital invested by funds: $12.6M → $19.2M (+$6.55M)

8% more funds holding

Funds holding: 60 → 65 (+5)

0% more ownership

Funds ownership: 0.03% → 0.03% (+0%)

Holders
65
Holders Change
+5
Holders Change %
+8.33%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
21
Reduced
11
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.22M
2
VFA
Valeo Financial Advisors
Indiana
+$631K
3
Morgan Stanley
Morgan Stanley
New York
+$553K
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$287K
5
State Street
State Street
Massachusetts
+$182K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$164K
2
Citadel Advisors
Citadel Advisors
Florida
-$63K
3
GWS
Glassman Wealth Services
Virginia
-$62.4K
4
BAM
Belpointe Asset Management
Nevada
-$57.3K
5
Squarepoint
Squarepoint
New York
-$52K
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.84M +$1.22M +1,426 +39%
BlackRock
2
BlackRock
New York
$3.92M +$151K +177 +5%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$1.15M +$287K +336 +39%
State Street
4
State Street
Massachusetts
$1.09M +$182K +213 +23%
Morgan Stanley
5
Morgan Stanley
New York
$857K +$553K +647 +257%
Northern Trust
6
Northern Trust
Illinois
$849K -$31.6K -37 -4%
VFA
7
Valeo Financial Advisors
Indiana
$704K +$631K +738 New
BAM
8
Belpointe Asset Management
Nevada
$572K -$57.3K -67 -10%
Wells Fargo
9
Wells Fargo
California
$468K +$169K +198 +68%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$399K – – –
VWM
11
Vigilare Wealth Management
Arizona
$396K +$58.2K +68 +20%
N
12
Nuveen
North Carolina
$389K -$1.71K -2 -0.5%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$245K +$67.6K +79 +44%
LCS
14
Levin Capital Strategies
New York
$220K -$18.8K -22 -9%
XF
15
XML Financial
Maryland
$215K – – –
JP Morgan Chase
16
JP Morgan Chase
New York
$213K +$142K +166 +286%
FWSM
17
First Wilshire Securities Management
California
$212K +$94.9K +111 +100%
Creative Planning
18
Creative Planning
Kansas
$201K +$180K +211 New
AQR Capital Management
19
AQR Capital Management
Connecticut
$176K – – –
Charles Schwab
20
Charles Schwab
California
$164K – – –
Goldman Sachs
21
Goldman Sachs
New York
$136K +$85.5K +100 +233%
VF
22
Virtu Financial
New York
$136K +$91.5K +107 +306%
California State Teachers Retirement System (CalSTRS)
23
California State Teachers Retirement System (CalSTRS)
California
$126K +$10.3K +12 +10%
TWM
24
Tradition Wealth Management
Minnesota
$110K +$99.2K +116 New
New York State Common Retirement Fund
25
New York State Common Retirement Fund
New York
$95K – – –
1
2 3

PAVM Hedge Fund Activity: Q4 2020 in Review

65 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in PAVmed (PAVM) for Q4 2020, worth a combined $19.2M — up 52% from $12.6M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new PAVM positions and 9 closed out — a net gain of 5 holders — while 21 added to existing stakes and 11 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.22M. The largest seller was Bank of America, cutting an estimated $164K.

  • 65 institutional investors held PAVmed (PAVM) as of Q4 2020, up from 60 in Q3 2020.
  • Funds reported $19.2M of PAVmed stock for Q4 2020, up 52% quarter-over-quarter.
  • 14 funds opened new PAVmed positions in Q4 2020 and 9 closed out, a net change of +5 holders.
  • The largest PAVmed buyer in Q4 2020 was Vanguard Group, an estimated $1.22M added.
  • The largest PAVmed seller in Q4 2020 was Bank of America, an estimated $164K sold.

Based on aggregated 13F filings for Q4 2020.