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TVRD

Tvardi Therapeutics
TVRD

122 hedge funds and large institutions have $45.6M invested in Tvardi Therapeutics in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 39 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more call options, than puts

Call options by funds: $132K | Put options by funds: $49K

0.12% less ownership

Funds ownership: 1.51% → 1.39% (-0.12%)

10% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 39

11% less funds holding

Funds holding: 137 → 122 (-15)

45% less capital invested

Capital invested by funds: $83.3M → $45.6M (-$37.7M)

47% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 30

Holders
122
Holders Change
-15
Holders Change %
-10.95%
% of All Funds
1.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
35
Reduced
39
Closed
30
Calls
$132K
Puts
$49K
Net Calls
+$83K
Net Calls Change
-$207K

Top Buyers

Rank Fund Capital Flow
1
IEFM
IQ EQ Fund Management
Ireland
+$1.99M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$1.69M
3
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$1.1M
4
Russell Investments Group
Russell Investments Group
United Kingdom
+$677K
5
Charles Schwab
Charles Schwab
California
+$655K

Top Sellers

Rank Fund Capital Flow
1
BCLSI
Bain Capital Life Sciences Investors
Massachusetts
-$2.37M
2
WP
Woodline Partners
California
-$1.79M
3
E
Ergoteles
New York
-$1.01M
4
Bank of America
Bank of America
North Carolina
-$958K
5
Citadel Advisors
Citadel Advisors
Florida
-$597K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
101
Capital Advisors Ltd
Ohio
$1K +$1.03K +11 New
CA
102
Clearstead Advisors
Ohio
$672 +$469 +5 +83%
HI
103
Harbour Investments
Wisconsin
$536 +$188 +2 +29%
FCA
104
FinTrust Capital Advisors
South Carolina
$437 – – –
CFD
105
Creative Financial Designs
Indiana
$370 – – –
LFA
106
LGT Financial Advisors
Texas
$307 +$469 +5 New
TC
107
Truvestments Capital
Florida
$296 – – –
PTC
108
Private Trust Company
Ohio
$255 – – –
SPIA
109
Steward Partners Investment Advisory
New York
$252 – – –
Nisa Investment Advisors
110
Nisa Investment Advisors
Missouri
$203 -$6.1K -65 -96%
Point72 Asset Management
111
Point72 Asset Management
Connecticut
$195 -$18.5K -197 -99%
CFGS
112
Concourse Financial Group Securities
Alabama
$168 – – –
SIS
113
Sound Income Strategies
Florida
$168 – – –
FRA
114
Front Row Advisors
California
$134 – – –
RWML
115
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$129 – – –
Comerica Bank
116
Comerica Bank
Texas
$127 +$188 +2 New
VCM
117
Versant Capital Management
Arizona
$92 – – –
GRP
118
Global Retirement Partners
California
$75 – – –
CPG
119
Cornerstone Planning Group
New Jersey
$67 +$94 +1 New
FMII
120
Farmers & Merchants Investments Inc
Nebraska
$59 – – –
US Bancorp
121
US Bancorp
Minnesota
$59 – – –
PA
122
Parallel Advisors
California
$7 -$188 -2 Closed
DFA
123
DHJJ Financial Advisors
Illinois
$4 – – –
WP
124
Woodline Partners
California
– -$1.79M -17,538 Closed
E
125
Ergoteles
New York
– -$1.01M -9,952 Closed
3 4
5
6 7

TVRD Hedge Fund Activity: Q3 2023 in Review

122 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Tvardi Therapeutics (TVRD) for Q3 2023, worth a combined $45.6M — down 45% from $83.3M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of TVRD and 16 opened new positions — a net loss of 14 holders — while 39 trimmed existing stakes and 35 added.

The largest buyer was IQ EQ Fund Management, adding an estimated $1.99M. The largest seller was Bain Capital Life Sciences Investors, cutting an estimated $2.37M.

  • 122 institutional investors held Tvardi Therapeutics (TVRD) as of Q3 2023, down from 137 in Q2 2023.
  • Funds reported $45.6M of Tvardi Therapeutics stock for Q3 2023, down 45% quarter-over-quarter.
  • 16 funds opened new Tvardi Therapeutics positions in Q3 2023 and 30 closed out, a net change of -14 holders.
  • The largest Tvardi Therapeutics buyer in Q3 2023 was IQ EQ Fund Management, an estimated $1.99M added.
  • The largest Tvardi Therapeutics seller in Q3 2023 was Bain Capital Life Sciences Investors, an estimated $2.37M sold.

Based on aggregated 13F filings for Q3 2023.