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23 hedge funds and large institutions have $3.12M invested in PAVmed in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 5

0.29% more ownership

Funds ownership: 0.02%0.31% (+0.29%)

15% less capital invested

Capital invested by funds: $3.67M → $3.12M (-$552K)

62% less funds holding

Funds holding: 6023 (-37)

92% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 39

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
23
Holders Change
-37
Holders Change %
-61.67%
% of All Funds
0.34%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
3
Increased
7
Reduced
5
Closed
39
Calls
$379K
Puts
Net Calls
+$379K
Net Calls Change
+$346K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.25M +$192K +1,628 +19%
First Manhattan
2
First Manhattan
New York
$824K +$524K +4,445 +200%
BlackRock
3
BlackRock
New York
$309K
Geode Capital Management
4
Geode Capital Management
Massachusetts
$227K
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$93K +$88.6K +752 New
VFA
6
Valeo Financial Advisors
Indiana
$87.1K -$1.41K -12 -2%
State Street
7
State Street
Massachusetts
$86.4K +$8.72K +74 +12%
Northern Trust
8
Northern Trust
Illinois
$53.4K +$14.6K +124 +40%
Wells Fargo
9
Wells Fargo
California
$47K -$34.1K -289 -43%
XF
10
XML Financial
Maryland
$42.6K
UBS Group
11
UBS Group
Switzerland
$24.8K +$23.3K +198 +6,600%
Morgan Stanley
12
Morgan Stanley
New York
$21.3K +$5.54K +47 +38%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$19K
TRCT
14
Tower Research Capital (TRC)
New York
$15.5K +$1.3K +11 +10%
GWS
15
Glassman Wealth Services
Virginia
$9.55K
AF
16
Allworth Financial
California
$4.22K
Simplex Trading
17
Simplex Trading
Illinois
$4K -$943 -8 -20%
Osaic Holdings
18
Osaic Holdings
Arizona
$748 -$471 -4 -40%
MRCM
19
M&R Capital Management
New Jersey
$276
JP Morgan Chase
20
JP Morgan Chase
New York
$123
RIM
21
Rockbridge Investment Management
New York
$112 +$118 +1 New
Bank of America
22
Bank of America
North Carolina
$61 +$118 +1 New
TIM
23
Thompson Investment Management
Wisconsin
$16
Fidelity Investments
24
Fidelity Investments
Massachusetts
$4
SPIA
25
Steward Partners Investment Advisory
New York
$4

PAVM Hedge Fund Activity: Q4 2023 in Review

23 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in PAVmed (PAVM) for Q4 2023, worth a combined $3.12M — down 15% from $3.67M a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of PAVM and 3 opened new positions — a net loss of 36 holders — while 5 trimmed existing stakes and 7 added.

The largest buyer was First Manhattan, adding an estimated $524K. The largest seller was Levin Capital Strategies, exiting entirely with an estimated $44.1K sold.

  • 23 institutional investors held PAVmed (PAVM) as of Q4 2023, down from 60 in Q3 2023.
  • Funds reported $3.12M of PAVmed stock for Q4 2023, down 15% quarter-over-quarter.
  • 3 funds opened new PAVmed positions in Q4 2023 and 39 closed out, a net change of -36 holders.
  • The largest PAVmed buyer in Q4 2023 was First Manhattan, an estimated $524K added.
  • The largest PAVmed seller in Q4 2023 was Levin Capital Strategies, an estimated $44.1K sold.

Based on aggregated 13F filings for Q4 2023.