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MedAvail Holdings, Inc.

MDVLDelisted Mar 21, 2024
Industry
Retail-Drug Stores and Proprietary Stores
SEC CIK
0001402479

MedAvail Holdings, Inc. was delisted on Mar 21, 2024; its insiders filed their last Form 4 on Feb 6, 2024; 21 institutions reported holding it in 13F filings for Q4 2023, worth $6.16M in total; no superinvestor held it.

13F holders, Q4 2021

Institutional positions in MedAvail Holdings, Inc. as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
53
+5 vs. Q3 2021
Shares held
26.3M
−596.4K (−2.2%) vs. Q3 2021
Total value
$36.8M
−$41.7M (−53.1%) vs. Q3 2021
New holders
9
14 more added
Sold out
4
13 more reduced

1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting MDVL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2021: 53 institutions
Q1 2021: 34 institutionsQ2 2021: 45 institutionsQ3 2021: 49 institutionsQ4 2021: 53 institutionsQ1 2022: 50 institutionsQ2 2022: 40 institutionsQ3 2022: 33 institutionsQ4 2022: 32 institutionsQ1 2023: 27 institutionsQ2 2023: 27 institutionsQ3 2023: 19 institutionsQ4 2023: 21 institutionsQ1 2024: 1 institutionQ2 2024: 0 institutionsQ3 2024: 0 institutionsQ4 2024: 1 institutionQ1 2025: 1 institutionQ2 2025: 0 institutionsQ3 2025: 1 institutionQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ4 2021: $36.8M
Q1 2021: $372.4MQ2 2021: $348.1MQ3 2021: $78.5MQ4 2021: $36.8MQ1 2022: $30.0MQ2 2022: $92.8MQ3 2022: $53.9MQ4 2022: $20.6MQ1 2023: $19.5MQ2 2023: $16.5MQ3 2023: $8.08MQ4 2023: $6.16MQ1 2024: $0Q2 2024: $0Q3 2024: $0Q4 2024: $0Q1 2025: $0Q2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding MDVL and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20251$0
Q2 20250$0
Q1 20251$0
Q4 20241$0
Q3 20240$0
Q2 20240$0
Q1 20241$0
Q4 202321$6.16M
Q3 202319$8.08M
Q2 202327$16.5M
Q1 202327$19.5M
Q4 202232$20.6M
Q3 202233$53.9M
Q2 202240$92.8M
Q1 202250$30.0M
Q4 202153$36.8M
Q3 202149$78.5M
Q2 202145$348.1M
Q1 202134$372.4M

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding MedAvail Holdings, Inc.; share changes are against Q3 2021.

Institutions holding MDVL in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Ellevest, Inc.104$00.00%+3+3.0%Added
Advisor Group Holdings, Inc.1$00.00%−152−99.3%Reduced
Cornerstone Advisory, LLC2$00.00%+2New
Legal & General Group Plc936$1.00K0.00%−305−24.6%Reduced
Ameritas Investment Partners, Inc.919$1.00K0.00%00.0%Unchanged
Group One Trading, L.P.1,000$1.00K0.00%+1,000New
Burleson & Company, LLC1,200$2.00K0.00%−1,100−47.8%Reduced
Federated Hermes, Inc.1,252$2.00K0.00%+1,252New
STRS Ohio2,700$3.00K0.00%00.0%Unchanged
Royal Bank of Canada3,313$4.00K0.00%+1,725+108.6%Added
Citigroup Inc3,143$4.00K0.00%+1,728+122.1%Added
Cutler Group LP4,516$6.00K0.00%−6,200−57.9%Reduced
JPMorgan Chase & Co4,499$6.00K0.00%00.0%Unchanged
Simplex Trading, LLC4,467$6.00K0.00%+4,467New
American International Group, Inc.6,384$9.00K0.00%−191−2.9%Reduced
FMR LLC6,110$9.00K0.00%00.0%Unchanged
California State Teachers Retirement System6,225$9.00K0.00%00.0%Unchanged
Bank of America Corp7,584$11.0K0.00%+4,809+173.3%Added
Wells Fargo & Company8,238$12.0K0.00%−23,105−73.7%Reduced
Jane Street Group, LLC10,086$14.0K0.00%−13,668−57.5%Reduced
New York State Common Retirement Fund10,116$14.0K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)9,661$14.0K0.00%+1,535+18.9%Added
UBS Group AG9,942$14.0K0.00%+9,942New
US Bancorp13,184$18.0K0.00%00.0%Unchanged
Virtu Financial LLC13,783$19.0K0.00%+13,783New
Bank of Montreal15,276$21.0K0.00%−5,839−27.7%Reduced
BBR Partners, LLC15,237$21.0K0.00%00.0%Unchanged
Nuveen Asset Management, LLC18,601$26.0K0.00%−21,796−54.0%Reduced
Joel Isaacson & Co., LLC23,741$33.0K0.00%00.0%Unchanged
Bank of New York Mellon Corp24,074$33.0K0.00%+655+2.8%Added
State Board of Administration of Florida Retirement System25,319$35.0K0.00%00.0%Unchanged
Charles Schwab Investment Management Inc24,837$35.0K0.00%00.0%Unchanged
Citadel Advisors LLC29,853$42.0K0.00%+29,853New
Occudo Quantitative Strategies LP31,391$44.0K0.00%+15,871+102.3%Added
Renaissance Technologies LLC54,000$76.0K0.00%+54,000New
Deutsche Bank AG93,596$131.0K0.00%+390+0.4%Added
Millennium Management LLC102,795$144.0K0.00%+58,778+133.5%Added
Northern Trust Corp107,399$150.0K0.00%+6,956+6.9%Added
Parametric Portfolio Associates LLC118,956$167.0K0.00%−74,160−38.4%Reduced
Geode Capital Management, LLC134,032$187.0K0.00%+19,365+16.9%Added
Morgan Stanley210,240$294.0K0.00%+195,750+1,350.9%Added
Entrust Global Partners L L C226,687$317.0K0.09%+226,687New
State Street Corp234,908$329.0K0.00%+49,888+27.0%Added
Russell Investments Group, Ltd.275,875$385.0K0.00%00.0%Unchanged
BlackRock Inc.545,849$765.0K0.00%+8,817+1.6%Added
Pura Vida Investments, LLC714,120$1.00M0.10%00.0%Unchanged
Vanguard Group Inc726,597$1.02M0.00%−144,993−16.6%Reduced
Adage Capital Partners GP, L.L.C.1,000,000$1.40M0.00%−328,083−24.7%Reduced
Deerfield Management Company, L.P. (Series C)1,142,552$1.60M0.03%00.0%Unchanged
Cigna Investments Inc2,389,478$3.35M0.26%00.0%Unchanged
Ally Bridge Group (NY) LLC2,920,780$4.09M1.43%00.0%Unchanged
ABG-WTT Global Life Science Capital Partners GP Ltd3,885,951$5.44M73.80%00.0%Unchanged
Redmile Group, LLC11,075,105$15.5M0.35%−649,621−5.5%Reduced
Susquehanna International Group, LLP0$00.00%−18,297−100.0%Sold out
Kore Private Wealth LLC0$00.00%−15,697−100.0%Sold out
Global Retirement Partners, LLC0$00.00%−430−100.0%Sold out
Captrust Financial Advisors0$00.00%−46−100.0%Sold out
Berman Capital Advisors, LLC––––Not filed