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TVRD

Tvardi Therapeutics
TVRD

161 hedge funds and large institutions have $425M invested in Tvardi Therapeutics in 2020 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 32 increasing their positions, 48 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 17

56% more call options, than puts

Call options by funds: $6.17M | Put options by funds: $3.94M

10% more funds holding

Funds holding: 146 → 161 (+15)

0.04% more ownership

Funds ownership: 1.94% → 1.98% (+0.04%)

24% less capital invested

Capital invested by funds: $559M → $425M (-$134M)

33% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 48

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
161
Holders Change
+15
Holders Change %
+10.27%
% of All Funds
3.25%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
32
Increased
32
Reduced
48
Closed
17
Calls
$6.17M
Puts
$3.94M
Net Calls
+$2.22M
Net Calls Change
-$1.33M

Top Buyers

Rank Fund Capital Flow
1
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$5.4M
2
Goldman Sachs
Goldman Sachs
New York
+$4.72M
3
FCM
Frontier Capital Management
Massachusetts
+$4.25M
4
First Manhattan
First Manhattan
New York
+$3.45M
5
Renaissance Technologies
Renaissance Technologies
New York
+$3.39M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$8.35M
2
EMG
ETF Managers Group
New Jersey
-$4.11M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$3.1M
4
C
Chescapmanager
Maryland
-$2.74M
5
CG
Carmignac Gestion
France
-$2.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFGS
151
Concourse Financial Group Securities
Alabama
$1K – – –
EW
152
Evoke Wealth
California
$1K – – –
PA
153
Parallel Advisors
California
$1K – – –
SIS
154
Sound Income Strategies
Florida
$1K – – –
TFO
155
Tarbox Family Office
California
$1K – – –
CAW
156
Cornerstone Advisors (Washington)
Washington
$1K +$581 +1 +100%
AA
157
Advisory Alpha
Michigan
$1K +$1.16K +2 New
RWML
158
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$980 – – –
Millennium Management
159
Millennium Management
New York
$176 -$1.49M -2,565 -87%
BRWM
160
B. Riley Wealth Management
Tennessee
– -$512K -831 Closed
SAMH
161
Shanda Asset Management Holdings
British Virgin Islands
– -$474K -770 Closed
SSA
162
Schonfeld Strategic Advisors
New York
– -$324K -527 Closed
Voloridge Investment Management
163
Voloridge Investment Management
Florida
– -$315K -512 Closed
HSBC Holdings
164
HSBC Holdings
United Kingdom
– -$244K -397 Closed
Cambridge Investment Research Advisors
165
Cambridge Investment Research Advisors
Iowa
– -$172K -280 Closed
CG
166
Cutler Group
California
– -$51K -83 Closed
FC
167
FORA Capital
Florida
– -$38K -62 Closed
CAN
168
Cetera Advisor Networks
California
– -$36K -59 Closed
PAG
169
Private Advisor Group
New Jersey
– -$30K -49 Closed
TI
170
tru Independence
Oregon
– -$19 -31 Closed
CB
171
Community Bank
New York
– -$12K -19 Closed
FANJ
172
Financial Architects (New Jersey)
New Jersey
– -$3K -6 Closed
TC
173
Truvestments Capital
Florida
– -$3K -6 Closed
FWM
174
Filbrandt Wealth Management
Wisconsin
– -$2K -3 Closed
BCA
175
Berman Capital Advisors
Georgia
– -$1K -2 Closed
4 5 6
7
8

TVRD Hedge Fund Activity: Q3 2020 in Review

161 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Tvardi Therapeutics (TVRD) for Q3 2020, worth a combined $425M — down 24% from $559M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new TVRD positions and 17 closed out — a net gain of 15 holders — while 32 added to existing stakes and 48 trimmed.

The largest buyer was Jacobs Levy Equity Management, adding an estimated $5.4M. The largest seller was T. Rowe Price Associates, cutting an estimated $8.35M.

  • 161 institutional investors held Tvardi Therapeutics (TVRD) as of Q3 2020, up from 146 in Q2 2020.
  • Funds reported $425M of Tvardi Therapeutics stock for Q3 2020, down 24% quarter-over-quarter.
  • 32 funds opened new Tvardi Therapeutics positions in Q3 2020 and 17 closed out, a net change of +15 holders.
  • The largest Tvardi Therapeutics buyer in Q3 2020 was Jacobs Levy Equity Management, an estimated $5.4M added.
  • The largest Tvardi Therapeutics seller in Q3 2020 was T. Rowe Price Associates, an estimated $8.35M sold.

Based on aggregated 13F filings for Q3 2020.