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TVRD

Tvardi Therapeutics

137 hedge funds and large institutions have $83.3M invested in Tvardi Therapeutics in 2023 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 47 increasing their positions, 37 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

784% more call options, than puts

Call options by funds: $327K | Put options by funds: $37K

27% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 37

0.23% less ownership

Funds ownership: 1.75%1.51% (-0.23%)

16% less funds holding

Funds holding: 163137 (-26)

50% less capital invested

Capital invested by funds: $166M → $83.3M (-$83.1M)

54% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 46

Holders
137
Holders Change
-26
Holders Change %
-15.95%
% of All Funds
2.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
47
Reduced
37
Closed
46
Calls
$327K
Puts
$37K
Net Calls
+$290K
Net Calls Change
-$219K
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
101
Tower Research Capital (TRC)
New York
$25.7K +$18.7K +136 +117%
Point72 Asset Management
102
Point72 Asset Management
Connecticut
$20.4K -$28.2K -205 -51%
CCMW
103
Cypress Capital Management (Wyoming)
Wyoming
$15.1K
Royal Bank of Canada
104
Royal Bank of Canada
Ontario, Canada
$15K +$6.06K +44 +42%
AB
105
Amalgamated Bank
New York
$13K -$61.3K -445 -78%
Legal & General Group
106
Legal & General Group
United Kingdom
$12.3K -$348K -2,529 -95%
AIP
107
Ameritas Investment Partners
Nebraska
$9.37K
MLICM
108
Metropolitan Life Insurance Company (MetLife)
New York
$7.05K +$4.68K +34 +97%
Nisa Investment Advisors
109
Nisa Investment Advisors
Missouri
$6.96K +$7.03K +51 +300%
AAP
110
Arax Advisory Partners
Colorado
$6.44K +$5.65K +41 +186%
TRSOTSOK
111
Teachers Retirement System of the State of Kentucky
Kentucky
$5K -$40.5K -294 -87%
RTL
112
Red Tortoise LLC
Georgia
$4.76K +$6.47K +47 New
FCA
113
FinTrust Capital Advisors
South Carolina
$2.79K
ME
114
McIlrath & Eck
Washington
$2.08K
AF
115
Allworth Financial
California
$2.04K
CUAMC
116
China Universal Asset Management Company
China
$2K
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$2K -$1.38K -10 -32%
BFEC
118
Benjamin F. Edwards & Company
Missouri
$1K
HCM
119
Horrell Capital Management
Arkansas
$1K
HI
120
Harbour Investments
Wisconsin
$708
CFD
121
Creative Financial Designs
Indiana
$623
CA
122
Clearstead Advisors
Ohio
$566
TC
123
Truvestments Capital
Florida
$498
FCAG
124
First Capital Advisors Group
New Jersey
$495 +$689 +5 New
PTC
125
Private Trust Company
Ohio
$430

TVRD Hedge Fund Activity: Q2 2023 in Review

137 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Tvardi Therapeutics (TVRD) for Q2 2023, worth a combined $83.3M — down 50% from $166M a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of TVRD and 21 opened new positions — a net loss of 25 holders — while 37 trimmed existing stakes and 47 added.

The largest buyer was Jacobs Levy Equity Management, opening a new position worth an estimated $3.91M. The largest seller was BlackRock, cutting an estimated $14.9M.

  • 137 institutional investors held Tvardi Therapeutics (TVRD) as of Q2 2023, down from 163 in Q1 2023.
  • Funds reported $83.3M of Tvardi Therapeutics stock for Q2 2023, down 50% quarter-over-quarter.
  • 21 funds opened new Tvardi Therapeutics positions in Q2 2023 and 46 closed out, a net change of -25 holders.
  • The largest Tvardi Therapeutics buyer in Q2 2023 was Jacobs Levy Equity Management, an estimated $3.91M added.
  • The largest Tvardi Therapeutics seller in Q2 2023 was BlackRock, an estimated $14.9M sold.

Based on aggregated 13F filings for Q2 2023.