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TVRD

Tvardi Therapeutics

134 hedge funds and large institutions have $315M invested in Tvardi Therapeutics in 2018 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 46 increasing their positions, 35 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 35

0.05% more ownership

Funds ownership: 1.66%1.71% (+0.05%)

8% less funds holding

Funds holding: 146134 (-12)

24% less call options, than puts

Call options by funds: $4.34M | Put options by funds: $5.68M

26% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 31

44% less capital invested

Capital invested by funds: $563M → $315M (-$248M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
134
Holders Change
-12
Holders Change %
-8.22%
% of All Funds
2.99%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
23
Increased
46
Reduced
35
Closed
31
Calls
$4.34M
Puts
$5.68M
Net Calls
-$1.34M
Net Calls Change
-$11.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
101
Avondale Wealth Management
Texas
$39K +$17.4K +27 +48%
AIP
102
Ameritas Investment Partners
Nebraska
$36K
Canada Life
103
Canada Life
Manitoba, Canada
$34K
US Bancorp
104
US Bancorp
Minnesota
$29K +$18.1K +28 +85%
AWM
105
Aevitas Wealth Management
Massachusetts
$26K
APA
106
American Portfolios Advisors
New York
$26K +$21.9K +34 +155%
SWM
107
SeaCrest Wealth Management
New York
$24K
Royal Bank of Canada
108
Royal Bank of Canada
Ontario, Canada
$23K -$30.3K -47 -49%
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$23K
Victory Capital Management
110
Victory Capital Management
Texas
$19K -$4.52K -7 -15%
AA
111
AlphaMark Advisors
Kentucky
$19K
IA
112
IFP Advisors
Florida
$18K -$71.6K -111 -74%
BRC
113
Bell Rock Capital
Delaware
$16K
NFG
114
Next Financial Group
Texas
$14K +$20K +31 New
DWA
115
Dorsey Wright & Associates
California
$11K +$15.5K +24 New
PRC
116
Pearl River Capital
Michigan
$10K +$14.2K +22 New
FDCDDQ
117
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.75K
AF
118
Allworth Financial
California
$8K
Nisa Investment Advisors
119
Nisa Investment Advisors
Missouri
$8K
PFGIA
120
Patriot Financial Group Insurance Agency
Massachusetts
$7K +$5.16K +8 +133%
PCM
121
Prelude Capital Management
New York
$6K +$8.39K +13 New
CG
122
Cutler Group
California
$5K -$7.1K -11 -50%
HCM
123
Horrell Capital Management
Arkansas
$5K
SIM
124
Sonora Investment Management
Arizona
$5K
GWMIA
125
Global Wealth Management Investment Advisory
Florida
$3K +$3.87K +6 New

TVRD Hedge Fund Activity: Q4 2018 in Review

134 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Tvardi Therapeutics (TVRD) for Q4 2018, worth a combined $315M — down 44% from $563M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of TVRD and 23 opened new positions — a net loss of 8 holders — while 35 trimmed existing stakes and 46 added.

The largest buyer was ETF Managers Group, opening a new position worth an estimated $10.8M. The largest seller was Nexthera Capital, exiting entirely with an estimated $17.7M sold.

  • 134 institutional investors held Tvardi Therapeutics (TVRD) as of Q4 2018, down from 146 in Q3 2018.
  • Funds reported $315M of Tvardi Therapeutics stock for Q4 2018, down 44% quarter-over-quarter.
  • 23 funds opened new Tvardi Therapeutics positions in Q4 2018 and 31 closed out, a net change of -8 holders.
  • The largest Tvardi Therapeutics buyer in Q4 2018 was ETF Managers Group, an estimated $10.8M added.
  • The largest Tvardi Therapeutics seller in Q4 2018 was Nexthera Capital, an estimated $17.7M sold.

Based on aggregated 13F filings for Q4 2018.