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TVRD

Tvardi Therapeutics

181 hedge funds and large institutions have $368M invested in Tvardi Therapeutics in 2021 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 49 increasing their positions, 56 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more call options, than puts

Call options by funds: $5.9M | Put options by funds: $3.2M

57% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 23

7% more funds holding

Funds holding: 169181 (+12)

0.07% less ownership

Funds ownership: 1.64%1.57% (-0.07%)

13% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 56

19% less capital invested

Capital invested by funds: $457M → $368M (-$89.1M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
181
Holders Change
+12
Holders Change %
+7.1%
% of All Funds
2.79%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
36
Increased
49
Reduced
56
Closed
23
Calls
$5.9M
Puts
$3.2M
Net Calls
+$2.7M
Net Calls Change
-$747K
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
126
Raymond James & Associates
Florida
$125K
Zurich Cantonal Bank
127
Zurich Cantonal Bank
Switzerland
$124K -$6.03K -12 -4%
Royal Bank of Canada
128
Royal Bank of Canada
Ontario, Canada
$116K +$38.7K +77 +41%
SCM
129
Silvant Capital Management
Georgia
$111K -$8.04K -16 -6%
TRCT
130
Tower Research Capital (TRC)
New York
$93K -$143K -285 -57%
Osaic Holdings
131
Osaic Holdings
Arizona
$74K +$502 +1 +0.6%
MOACM
132
Mutual of America Capital Management
New York
$70K +$2.01K +4 +3%
Federated Hermes
133
Federated Hermes
Pennsylvania
$57K -$89.4K -178 -58%
Simplex Trading
134
Simplex Trading
Illinois
$54K +$62.3K +124 New
FFA
135
Freedman Financial Associates
Massachusetts
$41K -$2.01K -4 -4%
AIP
136
Ameritas Investment Partners
Nebraska
$40K
Rockefeller Capital Management
137
Rockefeller Capital Management
New York
$28K
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$26K +$29.6K +59 New
GWM
139
Geneos Wealth Management
Colorado
$25K -$14.6K -29 -34%
PNC Financial Services Group
140
PNC Financial Services Group
Pennsylvania
$23K -$20.6K -41 -45%
CAPTRUST Financial Advisors
141
CAPTRUST Financial Advisors
North Carolina
$18K -$3.52K -7 -15%
Macquarie Group
142
Macquarie Group
Australia
$18K
CG
143
Cutler Group
California
$16K -$14.1K -28 -43%
CA
144
Cornerstone Advisory
Maryland
$16K +$18.6K +37 New
BWA
145
BDO Wealth Advisors
Florida
$15K
AIP
146
Ahrens Investment Partners
Louisiana
$15K +$16.6K +33 New
ME
147
McIlrath & Eck
Washington
$12K
ED
148
Exane Derivatives
France
$10.6K
AF
149
Allworth Financial
California
$9K
AAP
150
Arax Advisory Partners
Colorado
$9K

TVRD Hedge Fund Activity: Q4 2021 in Review

181 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Tvardi Therapeutics (TVRD) for Q4 2021, worth a combined $368M — down 19% from $457M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new TVRD positions and 23 closed out — a net gain of 13 holders — while 49 added to existing stakes and 56 trimmed.

The largest buyer was Soleus Capital Management, opening a new position worth an estimated $5.96M. The largest seller was T. Rowe Price Associates, exiting entirely with an estimated $16M sold.

  • 181 institutional investors held Tvardi Therapeutics (TVRD) as of Q4 2021, up from 169 in Q3 2021.
  • Funds reported $368M of Tvardi Therapeutics stock for Q4 2021, down 19% quarter-over-quarter.
  • 36 funds opened new Tvardi Therapeutics positions in Q4 2021 and 23 closed out, a net change of +13 holders.
  • The largest Tvardi Therapeutics buyer in Q4 2021 was Soleus Capital Management, an estimated $5.96M added.
  • The largest Tvardi Therapeutics seller in Q4 2021 was T. Rowe Price Associates, an estimated $16M sold.

Based on aggregated 13F filings for Q4 2021.