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TVRD

Tvardi Therapeutics

169 hedge funds and large institutions have $457M invested in Tvardi Therapeutics in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 50 increasing their positions, 52 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $9.38M | Put options by funds: $5.94M

3% more capital invested

Capital invested by funds: $444M → $457M (+$13.4M)

0.09% less ownership

Funds ownership: 1.73%1.64% (-0.09%)

4% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 52

2% less funds holding

Funds holding: 173169 (-4)

10% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 29

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
169
Holders Change
-4
Holders Change %
-2.31%
% of All Funds
2.96%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
26
Increased
50
Reduced
52
Closed
29
Calls
$9.38M
Puts
$5.94M
Net Calls
+$3.44M
Net Calls Change
+$3.08M
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
126
Freedman Financial Associates
Massachusetts
$54K
PNC Financial Services Group
127
PNC Financial Services Group
Pennsylvania
$52K +$22.6K +45 +96%
AIP
128
Ameritas Investment Partners
Nebraska
$51K
GWM
129
Geneos Wealth Management
Colorado
$47K -$5.52K -11 -11%
HI
130
Harbour Investments
Wisconsin
$38K -$3.51K -7 -9%
Rockefeller Capital Management
131
Rockefeller Capital Management
New York
$36K +$11K +22 +51%
CG
132
Cutler Group
California
$36K +$32.6K +65 New
HA
133
Herold Advisors
New York
$29K +$26.6K +53 New
CAPTRUST Financial Advisors
134
CAPTRUST Financial Advisors
North Carolina
$27K +$24.1K +48 New
Macquarie Group
135
Macquarie Group
Australia
$23K +$13.5K +27 +193%
BWA
136
BDO Wealth Advisors
Florida
$19K
ME
137
McIlrath & Eck
Washington
$15K
ED
138
Exane Derivatives
France
$13.5K
AF
139
Allworth Financial
California
$12K
AAP
140
Arax Advisory Partners
Colorado
$12K +$10K +20 +2,000%
VCM
141
Versant Capital Management
Arizona
$11K +$7.02K +14 +233%
SWA
142
Sutton Wealth Advisors
Florida
$9.39K
BFEC
143
Benjamin F. Edwards & Company
Missouri
$8K +$3.01K +6 +75%
WQ
144
Wealth Quarterback
New Jersey
$5K
TWA
145
TCI Wealth Advisors
Arizona
$5K +$3.51K +7 +350%
LJHT
146
Laurie J. Hall Trustee
$4K -$2.01K -4 -36%
Fidelity Investments
147
Fidelity Investments
Massachusetts
$4K
FF
148
FourThought Financial
Florida
$4K
TC
149
Truvestments Capital
Florida
$4K
PFBT
150
Parkside Financial Bank & Trust
Missouri
$4K +$1K +2 +33%

TVRD Hedge Fund Activity: Q3 2021 in Review

169 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Tvardi Therapeutics (TVRD) for Q3 2021, worth a combined $457M — up 3% from $444M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of TVRD and 26 opened new positions — a net loss of 3 holders — while 52 trimmed existing stakes and 50 added.

The largest buyer was Disciplined Growth Investors, adding an estimated $13.9M. The largest seller was Rho Capital Partners, exiting entirely with an estimated $20.9M sold.

  • 169 institutional investors held Tvardi Therapeutics (TVRD) as of Q3 2021, down from 173 in Q2 2021.
  • Funds reported $457M of Tvardi Therapeutics stock for Q3 2021, up 3% quarter-over-quarter.
  • 26 funds opened new Tvardi Therapeutics positions in Q3 2021 and 29 closed out, a net change of -3 holders.
  • The largest Tvardi Therapeutics buyer in Q3 2021 was Disciplined Growth Investors, an estimated $13.9M added.
  • The largest Tvardi Therapeutics seller in Q3 2021 was Rho Capital Partners, an estimated $20.9M sold.

Based on aggregated 13F filings for Q3 2021.