Tvardi Therapeutics
TVRD
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.
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: 179 → 165 (-14)
46% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 26
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ClearBridge Investments
New York
|
+$4.4M |
| 2 |
BlackRock
New York
|
+$2.31M |
| 3 |
LCG
Lisanti Capital Growth
New York
|
+$1.6M |
| 4 |
KCM
Kingdon Capital Management
New York
|
+$1.51M |
| 5 |
Morgan Stanley
New York
|
+$1.42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$7.11M |
| 2 |
CSS
Cubist Systematic Strategies
Stamford,
Connecticut
|
-$2.54M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.62M |
| 4 |
ACM
Altium Capital Management
New York
|
-$1.61M |
| 5 |
Two Sigma Investments
New York
|
-$1.24M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
176
Allspring Global Investments
Charlotte,
North Carolina
| – | -$25K | -76 | Closed |
|
|
GWM
177
Geneos Wealth Management
Englewood,
Colorado
| – | -$15K | -50 | Closed |
|
|
BWA
178
BDO Wealth Advisors
Jacksonville,
Florida
| – | -$11K | -34 | Closed |
|
|
AIP
179
Ahrens Investment Partners
Lafayette,
Louisiana
| – | -$11K | -33 | Closed |
|
180
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$9K | -29 | Closed |
|
|
PFS
181
Prospera Financial Services
Dallas,
Texas
| – | -$9K | -28 | Closed |
|
182
Jones Financial Companies
Des Peres,
Missouri
| – | -$2K | -7 | Closed |
|
|
ZB
183
Zions Bancorporation
Salt Lake City,
Utah
| – | -$2K | -6 | Closed |
|
|
AIM
184
Axiom Investment Management
New York
| – | +$362 | +1 | New |
|
|
FMII
185
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
| – | +$362 | +1 | New |
|
|
GRP
186
Global Retirement Partners
San Rafael,
California
| – | +$362 | +1 | New |
|
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.