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TVRD

Tvardi Therapeutics

144 hedge funds and large institutions have $558M invested in Tvardi Therapeutics in 2019 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 49 increasing their positions, 35 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 15

40% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 35

14% more funds holding

Funds holding: 126144 (+18)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more ownership

Funds ownership: 1.82%1.82% (+0%)

0% less capital invested

Capital invested by funds: $559M → $558M (-$576K)

23% less call options, than puts

Call options by funds: $8.31M | Put options by funds: $10.8M

Holders
144
Holders Change
+18
Holders Change %
+14.29%
% of All Funds
3.16%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
33
Increased
49
Reduced
35
Closed
15
Calls
$8.31M
Puts
$10.8M
Net Calls
-$2.48M
Net Calls Change
-$1.72M
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
101
CAPTRUST Financial Advisors
North Carolina
$82K
GWM
102
Geneos Wealth Management
Colorado
$78K -$6.65K -8 -6%
AIP
103
Ameritas Investment Partners
Nebraska
$61K +$12.5K +15 +19%
WEC
104
Winslow Evans & Crocker
Massachusetts
$52K -$3.33K -4 -5%
Zurich Cantonal Bank
105
Zurich Cantonal Bank
Switzerland
$45K
Fidelity Investments
106
Fidelity Investments
Massachusetts
$42K -$13.2M -15,930 -100%
IA
107
IFP Advisors
Florida
$35K +$43.2K +52 New
AIC
108
Ameritas Investment Company
Nebraska
$33K +$41.6K +50 New
Royal Bank of Canada
109
Royal Bank of Canada
Ontario, Canada
$29K -$4.99K -6 -12%
AA
110
AlphaMark Advisors
Kentucky
$27K
CG
111
Cutler Group
California
$23K -$32.4K -39 -52%
US Bancorp
112
US Bancorp
Minnesota
$22K -$23.3K -28 -46%
PNC Financial Services Group
113
PNC Financial Services Group
Pennsylvania
$22K -$19.1K -23 -40%
Carson Wealth (CWM LLC)
114
Carson Wealth (CWM LLC)
Nebraska
$21K
NFG
115
Next Financial Group
Texas
$14K +$5.82K +7 +50%
FDCDDQ
116
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.7K
AF
117
Allworth Financial
California
$13K
DWA
118
Dorsey Wright & Associates
California
$10K
BCM
119
Blume Capital Management
California
$9K
Nisa Investment Advisors
120
Nisa Investment Advisors
Missouri
$9K
PAM
121
Panagora Asset Management
Massachusetts
$9K
AF
122
Advisornet Financial
Minnesota
$9K +$11.6K +14 New
WAP
123
Wealthcare Advisory Partners
Pennsylvania
$9K +$11.6K +14 New
TC
124
Truvestments Capital
Florida
$7K -$831 -1 -9%
SIM
125
Sonora Investment Management
Arizona
$7K

TVRD Hedge Fund Activity: Q3 2019 in Review

144 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Tvardi Therapeutics (TVRD) for Q3 2019, worth a combined $558M — down 0.1% from $559M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new TVRD positions and 15 closed out — a net gain of 18 holders — while 49 added to existing stakes and 35 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $42.4M. The largest seller was State Street, cutting an estimated $21M.

  • 144 institutional investors held Tvardi Therapeutics (TVRD) as of Q3 2019, up from 126 in Q2 2019.
  • Funds reported $558M of Tvardi Therapeutics stock for Q3 2019, down 0.1% quarter-over-quarter.
  • 33 funds opened new Tvardi Therapeutics positions in Q3 2019 and 15 closed out, a net change of +18 holders.
  • The largest Tvardi Therapeutics buyer in Q3 2019 was T. Rowe Price Associates, an estimated $42.4M added.
  • The largest Tvardi Therapeutics seller in Q3 2019 was State Street, an estimated $21M sold.

Based on aggregated 13F filings for Q3 2019.