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TVRD

Tvardi Therapeutics

151 hedge funds and large institutions have $505M invested in Tvardi Therapeutics in 2019 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 48 increasing their positions, 42 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 18

14% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 42

5% more funds holding

Funds holding: 144151 (+7)

0.05% more ownership

Funds ownership: 1.82%1.87% (+0.05%)

9% less capital invested

Capital invested by funds: $558M → $505M (-$52.8M)

13% less call options, than puts

Call options by funds: $9.22M | Put options by funds: $10.6M

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
151
Holders Change
+7
Holders Change %
+4.86%
% of All Funds
2.97%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
27
Increased
48
Reduced
42
Closed
18
Calls
$9.22M
Puts
$10.6M
Net Calls
-$1.41M
Net Calls Change
+$1.07M
Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
126
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.1K
AF
127
Allworth Financial
California
$12K
NFG
128
Next Financial Group
Texas
$11K -$1.4K -2 -10%
WAP
129
Wealthcare Advisory Partners
Pennsylvania
$11K +$4.21K +6 +43%
CG
130
Cutler Group
California
$9K -$13.3K -19 -53%
CHAM
131
Clear Harbor Asset Management
Connecticut
$8.05K +$9.82K +14 New
BCM
132
Blume Capital Management
California
$8K
Nisa Investment Advisors
133
Nisa Investment Advisors
Missouri
$8K
SIM
134
Sonora Investment Management
Arizona
$6K
RIA
135
Realta Investment Advisors
Delaware
$5K
WQ
136
Wealth Quarterback
New Jersey
$4.53K +$5.61K +8 New
IA
137
IFP Advisors
Florida
$4K -$31.6K -45 -87%
Daiwa Securities Group
138
Daiwa Securities Group
Japan
$4K -$702 -1 -13%
LJHT
139
Laurie J. Hall Trustee
$4K +$2.81K +4 +100%
CFD
140
Creative Financial Designs
Indiana
$3K
FANJ
141
Financial Architects (New Jersey)
New Jersey
$3K
FHA
142
Flagship Harbor Advisors
Massachusetts
$3K
HCM
143
Horrell Capital Management
Arkansas
$3K
PFGIA
144
Patriot Financial Group Insurance Agency
Massachusetts
$3K
TWA
145
TCI Wealth Advisors
Arizona
$3K
CFGS
146
Concourse Financial Group Securities
Alabama
$2K +$2.1K +3 New
AA
147
Advisory Alpha
Michigan
$1.27K
AssetMark Inc
148
AssetMark Inc
California
$1K
PCM
149
Prelude Capital Management
New York
$1K +$2.1K +3 New
OM
150
Opaleye Management
Massachusetts
-$8.04M -12,222 Closed

TVRD Hedge Fund Activity: Q4 2019 in Review

151 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Tvardi Therapeutics (TVRD) for Q4 2019, worth a combined $505M — down 9.5% from $558M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new TVRD positions and 18 closed out — a net gain of 9 holders — while 48 added to existing stakes and 42 trimmed.

The largest buyer was Carmignac Gestion, adding an estimated $10.4M. The largest seller was First Manhattan, cutting an estimated $8.26M.

  • 151 institutional investors held Tvardi Therapeutics (TVRD) as of Q4 2019, up from 144 in Q3 2019.
  • Funds reported $505M of Tvardi Therapeutics stock for Q4 2019, down 9.5% quarter-over-quarter.
  • 27 funds opened new Tvardi Therapeutics positions in Q4 2019 and 18 closed out, a net change of +9 holders.
  • The largest Tvardi Therapeutics buyer in Q4 2019 was Carmignac Gestion, an estimated $10.4M added.
  • The largest Tvardi Therapeutics seller in Q4 2019 was First Manhattan, an estimated $8.26M sold.

Based on aggregated 13F filings for Q4 2019.