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TVRD

Tvardi Therapeutics
TVRD

109 hedge funds and large institutions have $18.3M invested in Tvardi Therapeutics in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 34 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

318% more call options, than puts

Call options by funds: $46K | Put options by funds: $11K

0.13% less ownership

Funds ownership: 1.39% → 1.26% (-0.13%)

11% less funds holding

Funds holding: 122 → 109 (-13)

12% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 34

43% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 30

60% less capital invested

Capital invested by funds: $45.6M → $18.3M (-$27.2M)

Holders
109
Holders Change
-13
Holders Change %
-10.66%
% of All Funds
1.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
30
Reduced
34
Closed
30
Calls
$46K
Puts
$11K
Net Calls
+$35K
Net Calls Change
-$48K

Top Buyers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
+$443K
2
Two Sigma Advisers
Two Sigma Advisers
New York
+$433K
3
Morgan Stanley
Morgan Stanley
New York
+$305K
4
Two Sigma Investments
Two Sigma Investments
New York
+$273K
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$260K

Top Sellers

Rank Fund Capital Flow
1
ClearBridge Investments
ClearBridge Investments
New York
-$1.63M
2
IEFM
IQ EQ Fund Management
Ireland
-$1.43M
3
CWG
C WorldWide Group
Denmark
-$980K
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$859K
5
PA
Pinnacle Associates
New York
-$733K
Name Holding Trade Value Shares
Change 		Change in
Stake
T. Rowe Price Associates
76
T. Rowe Price Associates
Maryland
$8K – – –
HF
77
HRT Financial
New York
$8K +$12.6K +304 New
IFPG
78
Intrepid Financial Planning Group
Indiana
$7.8K -$1.12K -27 -8%
QT
79
Quantbot Technologies
New York
$6.43K +$9.94K +240 New
Osaic Holdings
80
Osaic Holdings
Arizona
$6.17K -$33K -798 -78%
California State Teachers Retirement System (CalSTRS)
81
California State Teachers Retirement System (CalSTRS)
California
$5.72K -$3.02K -73 -25%
AAP
82
Arax Advisory Partners
Colorado
$5.41K – – –
CCMW
83
Cypress Capital Management (Wyoming)
Wyoming
$3.98K – – –
Legal & General Group
84
Legal & General Group
United Kingdom
$3.22K – – –
AB
85
Amalgamated Bank
New York
$3K -$538 -13 -10%
BWP
86
Baldwin Wealth Partners
Massachusetts
$2.6K -$14.4K -348 -78%
AIP
87
Ameritas Investment Partners
Nebraska
$2.46K – – –
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$1K -$994 -24 -55%
NA
89
NewEdge Advisors
Louisiana
$868 – – –
ME
90
McIlrath & Eck
Washington
$547 – – –
AF
91
Allworth Financial
California
$535 – – –
HI
92
Harbour Investments
Wisconsin
$237 – – –
FCA
93
FinTrust Capital Advisors
South Carolina
$194 – – –
CFD
94
Creative Financial Designs
Indiana
$163 – – –
CA
95
Clearstead Advisors
Ohio
$149 -$207 -5 -45%
LFA
96
LGT Financial Advisors
Texas
$136 – – –
TC
97
Truvestments Capital
Florida
$131 – – –
SPIA
98
Steward Partners Investment Advisory
New York
$111 – – –
CFGS
99
Concourse Financial Group Securities
Alabama
$74 – – –
SIS
100
Sound Income Strategies
Florida
$74 – – –
2 3
4
5 6

TVRD Hedge Fund Activity: Q4 2023 in Review

109 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Tvardi Therapeutics (TVRD) for Q4 2023, worth a combined $18.3M — down 60% from $45.6M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of TVRD and 17 opened new positions — a net loss of 13 holders — while 34 trimmed existing stakes and 30 added.

The largest buyer was Renaissance Technologies, adding an estimated $443K. The largest seller was ClearBridge Investments, exiting entirely with an estimated $1.63M sold.

  • 109 institutional investors held Tvardi Therapeutics (TVRD) as of Q4 2023, down from 122 in Q3 2023.
  • Funds reported $18.3M of Tvardi Therapeutics stock for Q4 2023, down 60% quarter-over-quarter.
  • 17 funds opened new Tvardi Therapeutics positions in Q4 2023 and 30 closed out, a net change of -13 holders.
  • The largest Tvardi Therapeutics buyer in Q4 2023 was Renaissance Technologies, an estimated $443K added.
  • The largest Tvardi Therapeutics seller in Q4 2023 was ClearBridge Investments, an estimated $1.63M sold.

Based on aggregated 13F filings for Q4 2023.