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TVRD

Tvardi Therapeutics

168 hedge funds and large institutions have $703M invested in Tvardi Therapeutics in 2021 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 44 increasing their positions, 48 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

157% more call options, than puts

Call options by funds: $52.7M | Put options by funds: $20.5M

82% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 17

42% more capital invested

Capital invested by funds: $494M → $703M (+$209M)

8% more funds holding

Funds holding: 156168 (+12)

0.02% less ownership

Funds ownership: 1.82%1.8% (-0.02%)

8% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 48

Holders
168
Holders Change
+12
Holders Change %
+7.69%
% of All Funds
2.95%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
31
Increased
44
Reduced
48
Closed
17
Calls
$52.7M
Puts
$20.5M
Net Calls
+$32.2M
Net Calls Change
+$21.8M
Name Holding Trade Value Shares
Change
Change in
Stake
TWA
151
TCI Wealth Advisors
Arizona
$4K
PMFA
152
Plante Moran Financial Advisors
Michigan
$4K +$4.11K +6 New
IAIM
153
International Assets Investment Management
Florida
$3K
SIS
154
Sound Income Strategies
Florida
$2.17K
CFGS
155
Concourse Financial Group Securities
Alabama
$2K
Daiwa Securities Group
156
Daiwa Securities Group
Japan
$2K
PNC Financial Services Group
157
PNC Financial Services Group
Pennsylvania
$2K
Fidelity Investments
158
Fidelity Investments
Massachusetts
$2K +$685 +1 +100%
RWML
159
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$1.67K
PA
160
Parallel Advisors
California
$1K
RWB
161
RMR Wealth Builders
New Jersey
$1K
SFS
162
Sowell Financial Services
Arkansas
$1K
TFO
163
Tarbox Family Office
California
$1K
TFS
164
TrustCore Financial Services
Tennessee
$1K
S
165
SignatureFD
Georgia
$1K +$685 +1 New
WWMSC
166
Wagner Wealth Management (South Carolina)
South Carolina
$1K +$685 +1 New
AIG
167
American International Group
New York
$521 +$685 +1 +0.2%
Nisa Investment Advisors
168
Nisa Investment Advisors
Missouri
$18
EMG
169
ETF Managers Group
New Jersey
-$6.57M -12,070 Closed
WMSA
170
Weiss Multi-Strategy Advisers
New York
-$610K -1,120 Closed
Arrowstreet Capital
171
Arrowstreet Capital
Massachusetts
-$421K -772 Closed
SAM
172
Shell Asset Management
Netherlands
-$413K -758 Closed
AC
173
Apogem Capital
New York
-$272K -500 Closed
ACM
174
AlphaCrest Capital Management
New York
-$266K -489 Closed
Wolverine Trading
175
Wolverine Trading
Illinois
-$309K -452 Closed

TVRD Hedge Fund Activity: Q1 2021 in Review

168 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Tvardi Therapeutics (TVRD) for Q1 2021, worth a combined $703M — up 42% from $494M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new TVRD positions and 17 closed out — a net gain of 14 holders — while 44 added to existing stakes and 48 trimmed.

The largest buyer was Ikarian Capital, adding an estimated $5.42M. The largest seller was Carmignac Gestion, cutting an estimated $11.4M.

  • 168 institutional investors held Tvardi Therapeutics (TVRD) as of Q1 2021, up from 156 in Q4 2020.
  • Funds reported $703M of Tvardi Therapeutics stock for Q1 2021, up 42% quarter-over-quarter.
  • 31 funds opened new Tvardi Therapeutics positions in Q1 2021 and 17 closed out, a net change of +14 holders.
  • The largest Tvardi Therapeutics buyer in Q1 2021 was Ikarian Capital, an estimated $5.42M added.
  • The largest Tvardi Therapeutics seller in Q1 2021 was Carmignac Gestion, an estimated $11.4M sold.

Based on aggregated 13F filings for Q1 2021.