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TVRD

Tvardi Therapeutics

165 hedge funds and large institutions have $324M invested in Tvardi Therapeutics in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 70 increasing their positions, 44 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more call options, than puts

Call options by funds: $1.89M | Put options by funds: $1.01M

59% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 44

2% more capital invested

Capital invested by funds: $318M → $324M (+$6.07M)

0.02% less ownership

Funds ownership: 1.8%1.79% (-0.02%)

8% less funds holding

Funds holding: 179165 (-14)

46% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 26

Holders
165
Holders Change
-14
Holders Change %
-7.82%
% of All Funds
2.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
70
Reduced
44
Closed
26
Calls
$1.89M
Puts
$1.01M
Net Calls
+$879K
Net Calls Change
-$2.01M
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
126
Ameritas Investment Partners
Nebraska
$30K
MLICM
127
Metropolitan Life Insurance Company (MetLife)
New York
$28K
Rockefeller Capital Management
128
Rockefeller Capital Management
New York
$22K -$1.81K -5 -7%
Carson Wealth (CWM LLC)
129
Carson Wealth (CWM LLC)
Nebraska
$19K -$362 -1 -2%
IA
130
IFP Advisors
Florida
$19K
Macquarie Group
131
Macquarie Group
Australia
$14K -$5.07K -14 -34%
AF
132
Allworth Financial
California
$7K
AAP
133
Arax Advisory Partners
Colorado
$7K
ME
134
McIlrath & Eck
Washington
$7K
SWA
135
Sutton Wealth Advisors
Florida
$6.89K +$6.88K +19 +1,900%
Fidelity Investments
136
Fidelity Investments
Massachusetts
$6K -$9.78K -27 -60%
Nisa Investment Advisors
137
Nisa Investment Advisors
Missouri
$6K +$362 +1 +6%
CG
138
Cutler Group
California
$5K -$10.1K -28 -62%
BFEC
139
Benjamin F. Edwards & Company
Missouri
$5K
CUAMC
140
China Universal Asset Management Company
China
$5K +$5.07K +14 New
S
141
SignatureFD
Georgia
$5K +$5.07K +14 +700%
LJHT
142
Laurie J. Hall Trustee
$4K -$1.81K -5 -31%
FCA
143
FinTrust Capital Advisors
South Carolina
$3K
SIC
144
SJS Investment Consulting
Ohio
$3K +$2.9K +8 New
CA
145
Clearstead Advisors
Ohio
$2K
CFD
146
Creative Financial Designs
Indiana
$2K
Daiwa Securities Group
147
Daiwa Securities Group
Japan
$2K
HI
148
Harbour Investments
Wisconsin
$2K
HCM
149
Horrell Capital Management
Arkansas
$2K
TC
150
Truvestments Capital
Florida
$2K

TVRD Hedge Fund Activity: Q3 2022 in Review

165 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Tvardi Therapeutics (TVRD) for Q3 2022, worth a combined $324M — up 1.9% from $318M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of TVRD and 14 opened new positions — a net loss of 12 holders — while 44 trimmed existing stakes and 70 added.

The largest buyer was ClearBridge Investments, opening a new position worth an estimated $4.4M. The largest seller was Millennium Management, exiting entirely with an estimated $7.11M sold.

  • 165 institutional investors held Tvardi Therapeutics (TVRD) as of Q3 2022, down from 179 in Q2 2022.
  • Funds reported $324M of Tvardi Therapeutics stock for Q3 2022, up 1.9% quarter-over-quarter.
  • 14 funds opened new Tvardi Therapeutics positions in Q3 2022 and 26 closed out, a net change of -12 holders.
  • The largest Tvardi Therapeutics buyer in Q3 2022 was ClearBridge Investments, an estimated $4.4M added.
  • The largest Tvardi Therapeutics seller in Q3 2022 was Millennium Management, an estimated $7.11M sold.

Based on aggregated 13F filings for Q3 2022.