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TVRD

Tvardi Therapeutics
TVRD

97 hedge funds and large institutions have $21.7M invested in Tvardi Therapeutics in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 33 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,050% more call options, than puts

Call options by funds: $46K | Put options by funds: $4K

18% more capital invested

Capital invested by funds: $18.3M → $21.7M (+$3.35M)

0.06% less ownership

Funds ownership: 1.26% → 1.2% (-0.06%)

11% less funds holding

Funds holding: 109 → 97 (-12)

27% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 33

52% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 23

Holders
97
Holders Change
-12
Holders Change %
-11.01%
% of All Funds
1.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
24
Reduced
33
Closed
23
Calls
$46K
Puts
$4K
Net Calls
+$42K
Net Calls Change
+$7K

Top Buyers

Rank Fund Capital Flow
1
RA
Rosalind Advisors
Ontario, Canada
+$1.12M
2
Renaissance Technologies
Renaissance Technologies
New York
+$458K
3
AI
Acuitas Investments
Washington
+$369K
4
Stifel Financial
Stifel Financial
Missouri
+$309K
5
Millennium Management
Millennium Management
New York
+$140K

Top Sellers

Rank Fund Capital Flow
1
Federated Hermes
Federated Hermes
Pennsylvania
-$590K
2
AQR Capital Management
AQR Capital Management
Connecticut
-$576K
3
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$518K
4
Morgan Stanley
Morgan Stanley
New York
-$346K
5
GCP
GSA Capital Partners
United Kingdom
-$130K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
76
Royal Bank of Canada
Ontario, Canada
$1K -$10.1K -389 -90%
AB
77
Amalgamated Bank
New York
$1K -$1.89K -73 -63%
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$1K +$441 +17 +85%
FFA
79
Farther Finance Advisors
California
$834 +$622 +24 +2,400%
ME
80
McIlrath & Eck
Washington
$670 – – –
AF
81
Allworth Financial
California
$655 – – –
FIM
82
Fernwood Investment Management
Massachusetts
$577 +$467 +18 New
HI
83
Harbour Investments
Wisconsin
$478 +$156 +6 +67%
FCA
84
FinTrust Capital Advisors
South Carolina
$237 – – –
CFD
85
Creative Financial Designs
Indiana
$200 – – –
TC
86
Truvestments Capital
Florida
$160 – – –
CA
87
Clearstead Advisors
Ohio
$151 – – –
SPIA
88
Steward Partners Investment Advisory
New York
$137 – – –
AFWM
89
Abich Financial Wealth Management
Virginia
$127 +$104 +4 New
CFGS
90
Concourse Financial Group Securities
Alabama
$91 – – –
SIS
91
Sound Income Strategies
Florida
$91 – – –
FRA
92
Front Row Advisors
California
$73 – – –
CFM
93
Catalyst Funds Management
Australia
$46 +$26 +1 New
Comerica Bank
94
Comerica Bank
Texas
$36 – – –
CPG
95
Cornerstone Planning Group
New Jersey
$32 – – –
US Bancorp
96
US Bancorp
Minnesota
$32 – – –
CA
97
CoreCap Advisors
Michigan
$15 – – –
AWM
98
Avior Wealth Management
Nebraska
$9 – – –
PA
99
Parallel Advisors
California
$4 – – –
DFA
100
DHJJ Financial Advisors
Illinois
$2 – – –
1 2 3
4
5

TVRD Hedge Fund Activity: Q1 2024 in Review

97 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Tvardi Therapeutics (TVRD) for Q1 2024, worth a combined $21.7M — up 18% from $18.3M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of TVRD and 11 opened new positions — a net loss of 12 holders — while 33 trimmed existing stakes and 24 added.

The largest buyer was Rosalind Advisors, opening a new position worth an estimated $1.12M. The largest seller was Federated Hermes, cutting an estimated $590K.

  • 97 institutional investors held Tvardi Therapeutics (TVRD) as of Q1 2024, down from 109 in Q4 2023.
  • Funds reported $21.7M of Tvardi Therapeutics stock for Q1 2024, up 18% quarter-over-quarter.
  • 11 funds opened new Tvardi Therapeutics positions in Q1 2024 and 23 closed out, a net change of -12 holders.
  • The largest Tvardi Therapeutics buyer in Q1 2024 was Rosalind Advisors, an estimated $1.12M added.
  • The largest Tvardi Therapeutics seller in Q1 2024 was Federated Hermes, an estimated $590K sold.

Based on aggregated 13F filings for Q1 2024.