Skip to main content Skip to main content
Institutional Ownership · SEC Form 13F

Who owns TAVI (TAVI)


Which tracked institutional funds hold TAVI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See TAVI company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

72
Institutional holders
21,496,143
Shares held (tracked funds)

How the tape is positioned

6 tracked funds added or opened TAVI while 4 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

TAVI’s largest tracked holder by dollar value, Harraden Circle Investments, LLC, sizes it at 2.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in TAVI divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 48 tracked filers holding TAVI, 13 increased or opened the position and 10 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in TAVI between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 3

  • JPMORGAN CHASE & CO$2M
  • METEORA CAPITAL, LLC$1M
  • SONA ASSET MANAGEMENT (US) LLC$1M

Largest adds

  • MIZUHO SECURITIES USA LLC$2M
  • HIGHBRIDGE CAPITAL MANAGEMENT LLC$2M
  • BNP PARIBAS FINANCIAL MARKETS$292K

Largest trims

  • Harraden Circle Investments, LLC$212M
  • WOLVERINE ASSET MANAGEMENT LLC$5M
  • AQR Arbitrage LLC$328K
  • GLAZER CAPITAL, LLC$271K

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
Harraden Circle Investments, LLC2,125,629$276M72.0%2026-Q1
Karpus Management, Inc. trimmed2,177,202$23M6.0%2026-Q1
TENOR CAPITAL MANAGEMENT Co., L.P.1,090,000$12M3.0%2026-Q1
Polar Asset Management Partners Inc.960,000$10M2.6%2026-Q1
AQR Arbitrage LLC trimmed654,881$7M1.8%2026-Q1
Wealthspring Capital LLC trimmed609,324$6M1.7%2026-Q1
MIZUHO SECURITIES USA LLC added509,125$5M1.4%2026-Q1
First Trust Capital Management L.P.500,000$5M1.4%2026-Q1
TWO SIGMA INVESTMENTS, LP362,500$4M1.0%2026-Q1
WHITEBOX ADVISORS LLC300,000$3M0.8%2026-Q1
RIVERNORTH CAPITAL MANAGEMENT, LLC262,528$3M0.7%2026-Q1
BERKLEY W R CORP added216,861$2M0.6%2026-Q1
GOLDMAN SACHS GROUP INC214,404$2M0.6%2026-Q1
L1 Global Manager Pty Ltd200,000$2M0.6%2026-Q1
Magnetar Financial LLC200,000$2M0.6%2026-Q1
METEORA CAPITAL, LLC new10,000$1M0.3%2026-Q1
Warberg Asset Management LLC104,360$1M0.3%2026-Q1
LMR Partners LLP100,000$1M0.3%2026-Q1
SONA ASSET MANAGEMENT (US) LLC new100,000$1M0.3%2026-Q1
Mint Tower Capital Management B.V.100,000$1M0.3%2026-Q1
WOLVERINE ASSET MANAGEMENT LLC trimmed80,123$846K0.2%2026-Q1
HEIGHTS CAPITAL MANAGEMENT, INC65,000$687K0.2%2026-Q1
BNP PARIBAS FINANCIAL MARKETS trimmed29,599$313K0.1%2026-Q1
FLOW TRADERS U.S. LLC added29,846$310K0.1%2026-Q1
Dakota Wealth Management19,500$206K0.1%2026-Q1
ABC ARBITRAGE SA15,654$165K0.0%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP11,439$148K0.0%2026-Q1
Concurrent Investment Advisors, LLC11,500$121K0.0%2026-Q1
SkyView Investment Advisors, LLC new10,600$113K0.0%2026-Q1
TORONTO DOMINION BANK trimmed7,161$76K0.0%2026-Q1
Shaolin Capital Management LLC550,000$72K0.0%2026-Q1
Verition Fund Management LLC473,600$62K0.0%2026-Q1
Clear Street Group Inc. added464,658$60K0.0%2026-Q1
Westchester Capital Management, LLC trimmed400,000$52K0.0%2026-Q1
HIGHBRIDGE CAPITAL MANAGEMENT LLC trimmed362,573$47K0.0%2026-Q1
JPMORGAN CHASE & CO new362,573$47K0.0%2026-Q1
Parallax Volatility Advisers, L.P. trimmed295,752$30K0.0%2026-Q1
UBS Group AG added2,681$28K0.0%2026-Q1
Linden Advisors LP250,000$28K0.0%2026-Q1
D. E. Shaw & Co., Inc.200,000$26K0.0%2026-Q1
Radcliffe Capital Management, L.P. added148,642$17K0.0%2026-Q1
Schonfeld Strategic Advisors LLC trimmed80,000$10K0.0%2026-Q1
Bulldog Investors, LLP trimmed66,704$9K0.0%2026-Q1
Centiva Capital, LP50,000$6K0.0%2026-Q1
MOORE CAPITAL MANAGEMENT, LP50,000$6K0.0%2026-Q1
Periscope Capital Inc. new50,000$6K0.0%2026-Q1
GLAZER CAPITAL, LLC trimmed27,581$4K0.0%2026-Q1
MORGAN STANLEY trimmed80$8450.0%2026-Q1
Schechter Investment Advisors, LLC trimmed635,294$6M1.7%2025-Q1 stale
Crossingbridge Advisors, LLC349,999$4M0.9%2025-Q2 stale
MANGROVE PARTNERS IM, LLC added56,411$583K0.2%2025-Q3 stale
Virtu Financial LLC new32,886$332K0.1%2025-Q1 stale
Tuttle Capital Management, LLC trimmed10,000$103K0.0%2025-Q1 stale
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC10,000$101K0.0%2025-Q3 stale
CLEAR STREET LLC added466,158$77K0.0%2025-Q2 stale
MIZUHO SECURITIES USA LLC added150,200$18K0.0%2025-Q1 stale
CANTOR FITZGERALD, L. P. new75,000$12K0.0%2025-Q2 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%2025-Q2 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership