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PAVmed
PAVM

Overview Fund Activity

64 hedge funds and large institutions have $4.62M invested in PAVmed in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 20 reducing their positions, and 15 closing their positions.

Holders
64
Holders Change
-9
Holders Change %
-12.33%
% of All Funds
1.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
13
Reduced
20
Closed
15
Calls
$125K
Puts
$12K
Net Calls
+$113K
Net Calls Change
-$68K

Top Buyers

1
LCS
1
Levin Capital Strategies
New York
$134K
2
BAM
2
Belpointe Asset Management
Nevada
$45.7K
3
Wells Fargo
3
Wells Fargo
California
$176K
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$49.7K
5
WP
5
WealthPLAN Partners
Nebraska
$13.3K

Top Sellers

1
AC
1
Ayrton Capital
Connecticut
$0
2
KPWS
2
Kestra Private Wealth Services
Texas
$0
3
E
3
Ergoteles
New York
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$7.87K
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.78M 3,702,684 +1,779 +0%
BlackRock
2
BlackRock
New York
$687K 1,431,449 +9,192 +0.6%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$352K 734,474 +5,984 +0.8%
Wells Fargo
4
Wells Fargo
California
$176K 366,570 +57,533 +19%
VFA
5
Valeo Financial Advisors
Indiana
$166K 345,272 – –
Millennium Management
6
Millennium Management
New York
$156K 325,856 -54,540 -14%
State Street
7
State Street
Massachusetts
$151K 315,589 – –
LCS
8
Levin Capital Strategies
New York
$134K 279,750 +130,000 +87%
XF
9
XML Financial
Maryland
$72.5K 150,991 -2,000 -1%
Verition Fund Management
10
Verition Fund Management
Connecticut
$67.7K 141,029 -45,832 -25%
Northern Trust
11
Northern Trust
Illinois
$64.2K 133,810 -500 -0.4%
Morgan Stanley
12
Morgan Stanley
New York
$64K 133,381 -45,120 -25%
RA
13
RFG Advisory
Alabama
$54.8K 107,000 -13,500 -11%
Group One Trading
14
Group One Trading
Illinois
$53.6K 111,674 -29,265 -21%
OIA
15
OneDigital Investment Advisors
Kansas
$50.2K 104,578 -8,543 -8%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$49.7K 103,595 +30,986 +43%
FWSM
17
First Wilshire Securities Management
California
$48K 100,000 – –
BAM
18
Belpointe Asset Management
Nevada
$45.7K 95,158 +95,158 New
LPL Financial
19
LPL Financial
California
$37.2K 77,409 -10,000 -11%
PCA
20
Pallas Capital Advisors
Massachusetts
$36.5K 80,039 – –
BSW
21
Buckingham Strategic Wealth
Missouri
$33.6K 70,000 – –
AFG
22
Alterity Financial Group
Maine
$32.6K 67,995 -56,450 -45%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$32K 66,145 – –
Lido Advisors
24
Lido Advisors
California
$28.8K 60,000 -10,000 -14%
TWM
25
Tradition Wealth Management
Minnesota
$25K 52,900 +2,000 +4%
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