We are live on ! Find out more
TVRD

Tvardi Therapeutics
TVRD

133 hedge funds and large institutions have $426M invested in Tvardi Therapeutics in 2020 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 37 increasing their positions, 43 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $6.31M | Put options by funds: $4.4M

0.05% more ownership

Funds ownership: 1.87% → 1.92% (+0.05%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

12% less funds holding

Funds holding: 151 → 133 (-18)

14% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 43

16% less capital invested

Capital invested by funds: $505M → $426M (-$79.1M)

44% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 32

Holders
133
Holders Change
-18
Holders Change %
-11.92%
% of All Funds
2.93%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
18
Increased
37
Reduced
43
Closed
32
Calls
$6.31M
Puts
$4.4M
Net Calls
+$1.91M
Net Calls Change
+$3.33M

Top Buyers

Rank Fund Capital Flow
1
CG
Carmignac Gestion
France
+$13.3M
2
O
OrbiMed
New York
+$8.95M
3
IC
Ikarian Capital
Texas
+$8.33M
4
Bank of America
Bank of America
North Carolina
+$7.29M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$3.72M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$12M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$4.95M
3
JGC
J. Goldman & Co
New York
-$1.45M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$1.34M
5
DGI
Disciplined Growth Investors
Minnesota
-$1.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$21K – – –
BWA
102
BDO Wealth Advisors
Florida
$16K +$18.5K +34 New
ASN
103
Advisory Services Network
Georgia
$14K – – –
AIC
104
Ameritas Investment Company
Nebraska
$13K +$14.7K +27 New
Fifth Third Bancorp
105
Fifth Third Bancorp
Ohio
$11K +$13K +24 New
FDCDDQ
106
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.91K – – –
AF
107
Allworth Financial
California
$9K – – –
MAM
108
Meeder Asset Management
Ohio
$9K +$9.78K +18 New
Nisa Investment Advisors
109
Nisa Investment Advisors
Missouri
$7K – – –
BCM
110
Blume Capital Management
California
$6K – – –
NFG
111
Next Financial Group
Texas
$5K -$4.35K -8 -42%
CAN
112
Claraphi Advisory Network
United States
$5K +$5.43K +10 New
Northwestern Mutual Wealth Management
113
Northwestern Mutual Wealth Management
Wisconsin
$5K +$5.43K +10 New
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
$4K -$14.1K -26 -76%
IA
115
IFP Advisors
Florida
$4K – – –
WQ
116
Wealth Quarterback
New Jersey
$3.71K – – –
US Bancorp
117
US Bancorp
Minnesota
$3K -$14.7K -27 -82%
WAP
118
Wealthcare Advisory Partners
Pennsylvania
$3K -$7.61K -14 -70%
CFD
119
Creative Financial Designs
Indiana
$3K – – –
Daiwa Securities Group
120
Daiwa Securities Group
Japan
$3K – – –
FANJ
121
Financial Architects (New Jersey)
New Jersey
$3K – – –
FHA
122
Flagship Harbor Advisors
Massachusetts
$3K – – –
HCM
123
Horrell Capital Management
Arkansas
$3K – – –
PFGIA
124
Patriot Financial Group Insurance Agency
Massachusetts
$3K – – –
TWA
125
TCI Wealth Advisors
Arizona
$2K – – –
3 4
5
6 7

TVRD Hedge Fund Activity: Q1 2020 in Review

133 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Tvardi Therapeutics (TVRD) for Q1 2020, worth a combined $426M — down 16% from $505M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of TVRD and 18 opened new positions — a net loss of 14 holders — while 43 trimmed existing stakes and 37 added.

The largest buyer was Carmignac Gestion, adding an estimated $13.3M. The largest seller was T. Rowe Price Associates, cutting an estimated $12M.

  • 133 institutional investors held Tvardi Therapeutics (TVRD) as of Q1 2020, down from 151 in Q4 2019.
  • Funds reported $426M of Tvardi Therapeutics stock for Q1 2020, down 16% quarter-over-quarter.
  • 18 funds opened new Tvardi Therapeutics positions in Q1 2020 and 32 closed out, a net change of -14 holders.
  • The largest Tvardi Therapeutics buyer in Q1 2020 was Carmignac Gestion, an estimated $13.3M added.
  • The largest Tvardi Therapeutics seller in Q1 2020 was T. Rowe Price Associates, an estimated $12M sold.

Based on aggregated 13F filings for Q1 2020.