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TVRD

Tvardi Therapeutics

121 hedge funds and large institutions have $262M invested in Tvardi Therapeutics in 2017 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 33 increasing their positions, 40 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.07% less ownership

Funds ownership: 1.7%1.63% (-0.07%)

5% less funds holding

Funds holding: 127121 (-6)

15% less capital invested

Capital invested by funds: $307M → $262M (-$45.1M)

17% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 24

18% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 40

38% less call options, than puts

Call options by funds: $7.1M | Put options by funds: $11.4M

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
121
Holders Change
-6
Holders Change %
-4.72%
% of All Funds
3.02%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
20
Increased
33
Reduced
40
Closed
24
Calls
$7.1M
Puts
$11.4M
Net Calls
-$4.33M
Net Calls Change
+$11.3M
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$49.4M +$5.1M +10,191 +11%
RCP
2
Rho Capital Partners
New York
$48.8M
BlackRock
3
BlackRock
New York
$24.1M +$1.55M +3,089 +7%
Vanguard Group
4
Vanguard Group
Pennsylvania
$16.2M +$1.03M +2,065 +7%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$15.9M -$535K -1,069 -3%
C
6
Chescapmanager
Maryland
$14M +$62.6K +125 +0.4%
DGI
7
Disciplined Growth Investors
Minnesota
$11.6M -$374K -747 -3%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$6.25M -$226K -452 -3%
Franklin Resources
9
Franklin Resources
California
$5.95M
JP Morgan Chase
10
JP Morgan Chase
New York
$4.79M -$87.1K -174 -2%
Northern Trust
11
Northern Trust
Illinois
$4.49M -$18K -36 -0.4%
CWG
12
C WorldWide Group
Denmark
$3.99M +$1.76M +3,509 +77%
Invesco
13
Invesco
Georgia
$3.19M +$1.39M +2,775 +75%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$3.04M +$51.1K +102 +2%
ARTA
15
A.R.T. Advisors
New York
$2.6M +$2.64M +5,267 New
Morgan Stanley
16
Morgan Stanley
New York
$2.46M -$4.83M -9,651 -66%
California Public Employees Retirement System
17
California Public Employees Retirement System
California
$2.28M +$331K +661 +17%
Deutsche Bank
18
Deutsche Bank
Germany
$2.04M +$628K +1,255 +44%
TCIM
19
TIAA CREF Investment Management
New York
$2.01M -$1.93M -3,849 -49%
UBS AM
20
UBS AM
Illinois
$1.95M
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$1.8M +$1.83M +3,654 New
Bank of New York Mellon
22
Bank of New York Mellon
New York
$1.66M -$785K -1,568 -32%
UBS Group
23
UBS Group
Switzerland
$1.52M +$1.31M +2,616 +561%
GC
24
Guggenheim Capital
Illinois
$1.49M +$1.52M +3,027 New
Allianz Asset Management
25
Allianz Asset Management
Germany
$1.39M -$3K -6 -0.2%

TVRD Hedge Fund Activity: Q3 2017 in Review

121 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Tvardi Therapeutics (TVRD) for Q3 2017, worth a combined $262M — down 15% from $307M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of TVRD and 20 opened new positions — a net loss of 4 holders — while 40 trimmed existing stakes and 33 added.

The largest buyer was State Street, adding an estimated $5.1M. The largest seller was Balyasny Asset Management, cutting an estimated $5.91M.

  • 121 institutional investors held Tvardi Therapeutics (TVRD) as of Q3 2017, down from 127 in Q2 2017.
  • Funds reported $262M of Tvardi Therapeutics stock for Q3 2017, down 15% quarter-over-quarter.
  • 20 funds opened new Tvardi Therapeutics positions in Q3 2017 and 24 closed out, a net change of -4 holders.
  • The largest Tvardi Therapeutics buyer in Q3 2017 was State Street, an estimated $5.1M added.
  • The largest Tvardi Therapeutics seller in Q3 2017 was Balyasny Asset Management, an estimated $5.91M sold.

Based on aggregated 13F filings for Q3 2017.