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TVRD

Tvardi Therapeutics

179 hedge funds and large institutions have $318M invested in Tvardi Therapeutics in 2022 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 50 increasing their positions, 59 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

341% more call options, than puts

Call options by funds: $3.74M | Put options by funds: $847K

8% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 26

0.15% more ownership

Funds ownership: 1.65%1.8% (+0.15%)

2% less funds holding

Funds holding: 183179 (-4)

15% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 59

18% less capital invested

Capital invested by funds: $387M → $318M (-$69.7M)

Holders
179
Holders Change
-4
Holders Change %
-2.19%
% of All Funds
3.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
50
Reduced
59
Closed
26
Calls
$3.74M
Puts
$847K
Net Calls
+$2.89M
Net Calls Change
-$113K
Name Holding Trade Value Shares
Change
Change in
Stake
ME
151
McIlrath & Eck
Washington
$7K
BFEC
152
Benjamin F. Edwards & Company
Missouri
$5K
LJHT
153
Laurie J. Hall Trustee
$5K
Nisa Investment Advisors
154
Nisa Investment Advisors
Missouri
$5K
FCA
155
FinTrust Capital Advisors
South Carolina
$3K
Jones Financial Companies
156
Jones Financial Companies
Missouri
$2K -$4.56K -13 -65%
CA
157
Clearstead Advisors
Ohio
$2K
CFD
158
Creative Financial Designs
Indiana
$2K
Daiwa Securities Group
159
Daiwa Securities Group
Japan
$2K
HCM
160
Horrell Capital Management
Arkansas
$2K
ZB
161
Zions Bancorporation
Utah
$2K +$2.1K +6 New
HI
162
Harbour Investments
Wisconsin
$2K +$2.46K +7 New
TC
163
Truvestments Capital
Florida
$2K +$2.46K +7 New
TWA
164
TCI Wealth Advisors
Arizona
$1K -$2.46K -7 -78%
S
165
SignatureFD
Georgia
$1K -$702 -2 -50%
BHWM
166
Beaird Harris Wealth Management
Texas
$1K
CFGS
167
Concourse Financial Group Securities
Alabama
$1K
FPS
168
Fieldpoint Private Securities
Connecticut
$1K
SIS
169
Sound Income Strategies
Florida
$1K
MPWT
170
MassMutual Private Wealth & Trust
Connecticut
$1K +$702 +2 New
VCM
171
Versant Capital Management
Arizona
$1K +$702 +2 New
RWML
172
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$703
BRWM
173
B. Riley Wealth Management
Tennessee
$364 +$70.2K +200 +22%
SWA
174
Sutton Wealth Advisors
Florida
$301 -$10.2K -29 -97%
Jacobs Levy Equity Management
175
Jacobs Levy Equity Management
New Jersey
-$11.2M -25,507 Closed

TVRD Hedge Fund Activity: Q2 2022 in Review

179 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Tvardi Therapeutics (TVRD) for Q2 2022, worth a combined $318M — down 18% from $387M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new TVRD positions and 26 closed out — a net gain of 2 holders — while 50 added to existing stakes and 59 trimmed.

The largest buyer was Bain Capital Life Sciences Investors, opening a new position worth an estimated $25.8M. The largest seller was Jacobs Levy Equity Management, exiting entirely with an estimated $11.2M sold.

  • 179 institutional investors held Tvardi Therapeutics (TVRD) as of Q2 2022, down from 183 in Q1 2022.
  • Funds reported $318M of Tvardi Therapeutics stock for Q2 2022, down 18% quarter-over-quarter.
  • 28 funds opened new Tvardi Therapeutics positions in Q2 2022 and 26 closed out, a net change of +2 holders.
  • The largest Tvardi Therapeutics buyer in Q2 2022 was Bain Capital Life Sciences Investors, an estimated $25.8M added.
  • The largest Tvardi Therapeutics seller in Q2 2022 was Jacobs Levy Equity Management, an estimated $11.2M sold.

Based on aggregated 13F filings for Q2 2022.