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20 hedge funds and large institutions have $2.03M invested in PAVmed in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.03% more ownership

Funds ownership: 0.31%0.35% (+0.03%)

13% less funds holding

Funds holding: 2320 (-3)

35% less capital invested

Capital invested by funds: $3.12M → $2.03M (-$1.08M)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

78% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 9

Holders
20
Holders Change
-3
Holders Change %
-13.04%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
2
Reduced
9
Closed
6
Calls
$4K
Puts
Net Calls
+$4K
Net Calls Change
-$375K
Name Holding Trade Value Shares
Change
Change in
Stake
First Manhattan
1
First Manhattan
New York
$910K +$567K +7,500 +112%
Vanguard Group
2
Vanguard Group
Pennsylvania
$643K -$5.22K -69 -0.7%
BlackRock
3
BlackRock
New York
$160K
Geode Capital Management
4
Geode Capital Management
Massachusetts
$136K +$20.9K +276 +15%
State Street
5
State Street
Massachusetts
$44.9K
VFA
6
Valeo Financial Advisors
Indiana
$39.1K
Northern Trust
7
Northern Trust
Illinois
$25.1K -$3.02K -40 -9%
XF
8
XML Financial
Maryland
$21.5K -$605 -8 -2%
Wells Fargo
9
Wells Fargo
California
$15.3K -$10.8K -143 -38%
Morgan Stanley
10
Morgan Stanley
New York
$11K -$76 -1 -0.6%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$10K
SSG
12
Summit Securities Group
New York
$8K +$9.07K +120 New
TRCT
13
Tower Research Capital (TRC)
New York
$5.26K -$3.33K -44 -35%
CIBC Private Wealth Group
14
CIBC Private Wealth Group
Georgia
$1.71K +$2.12K +28 New
AF
15
Allworth Financial
California
$899 -$1.51K -20 -59%
NFSG
16
Newbridge Financial Services Group
Florida
$287 +$302 +4 New
Osaic Holdings
17
Osaic Holdings
Arizona
$273 -$151 -2 -33%
MRCM
18
M&R Capital Management
New Jersey
$143
JP Morgan Chase
19
JP Morgan Chase
New York
$78
Bank of America
20
Bank of America
North Carolina
$15 -$76 -1 Closed
TIM
21
Thompson Investment Management
Wisconsin
$9
SPIA
22
Steward Partners Investment Advisory
New York
$2
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
-$93K -752 Closed
UBS Group
24
UBS Group
Switzerland
-$24.8K -201 Closed
GWS
25
Glassman Wealth Services
Virginia
-$9.55K -77 Closed

PAVM Hedge Fund Activity: Q1 2024 in Review

20 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in PAVmed (PAVM) for Q1 2024, worth a combined $2.03M — down 35% from $3.12M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of PAVM and 3 opened new positions — a net loss of 3 holders — while 9 trimmed existing stakes and 2 added.

The largest buyer was First Manhattan, adding an estimated $567K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $93K sold.

  • 20 institutional investors held PAVmed (PAVM) as of Q1 2024, down from 23 in Q4 2023.
  • Funds reported $2.03M of PAVmed stock for Q1 2024, down 35% quarter-over-quarter.
  • 3 funds opened new PAVmed positions in Q1 2024 and 6 closed out, a net change of -3 holders.
  • The largest PAVmed buyer in Q1 2024 was First Manhattan, an estimated $567K added.
  • The largest PAVmed seller in Q1 2024 was Susquehanna International Group, an estimated $93K sold.

Based on aggregated 13F filings for Q1 2024.