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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Harraden Circle Investments, LLC | 2,125,629 | $276M | 72.0% | 2026-Q1 |
| Karpus Management, Inc. trimmed | 2,177,202 | $23M | 6.0% | 2026-Q1 |
| TENOR CAPITAL MANAGEMENT Co., L.P. | 1,090,000 | $12M | 3.0% | 2026-Q1 |
| Polar Asset Management Partners Inc. | 960,000 | $10M | 2.6% | 2026-Q1 |
| AQR Arbitrage LLC trimmed | 654,881 | $7M | 1.8% | 2026-Q1 |
| Wealthspring Capital LLC trimmed | 609,324 | $6M | 1.7% | 2026-Q1 |
| MIZUHO SECURITIES USA LLC added | 509,125 | $5M | 1.4% | 2026-Q1 |
| First Trust Capital Management L.P. | 500,000 | $5M | 1.4% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP | 362,500 | $4M | 1.0% | 2026-Q1 |
| WHITEBOX ADVISORS LLC | 300,000 | $3M | 0.8% | 2026-Q1 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 262,528 | $3M | 0.7% | 2026-Q1 |
| BERKLEY W R CORP added | 216,861 | $2M | 0.6% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC | 214,404 | $2M | 0.6% | 2026-Q1 |
| L1 Global Manager Pty Ltd | 200,000 | $2M | 0.6% | 2026-Q1 |
| Magnetar Financial LLC | 200,000 | $2M | 0.6% | 2026-Q1 |
| METEORA CAPITAL, LLC new | 10,000 | $1M | 0.3% | 2026-Q1 |
| Warberg Asset Management LLC | 104,360 | $1M | 0.3% | 2026-Q1 |
| LMR Partners LLP | 100,000 | $1M | 0.3% | 2026-Q1 |
| SONA ASSET MANAGEMENT (US) LLC new | 100,000 | $1M | 0.3% | 2026-Q1 |
| Mint Tower Capital Management B.V. | 100,000 | $1M | 0.3% | 2026-Q1 |
| WOLVERINE ASSET MANAGEMENT LLC trimmed | 80,123 | $846K | 0.2% | 2026-Q1 |
| HEIGHTS CAPITAL MANAGEMENT, INC | 65,000 | $687K | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 29,599 | $313K | 0.1% | 2026-Q1 |
| FLOW TRADERS U.S. LLC added | 29,846 | $310K | 0.1% | 2026-Q1 |
| Dakota Wealth Management | 19,500 | $206K | 0.1% | 2026-Q1 |
| ABC ARBITRAGE SA | 15,654 | $165K | 0.0% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11,439 | $148K | 0.0% | 2026-Q1 |
| Concurrent Investment Advisors, LLC | 11,500 | $121K | 0.0% | 2026-Q1 |
| SkyView Investment Advisors, LLC new | 10,600 | $113K | 0.0% | 2026-Q1 |
| TORONTO DOMINION BANK trimmed | 7,161 | $76K | 0.0% | 2026-Q1 |
| Shaolin Capital Management LLC | 550,000 | $72K | 0.0% | 2026-Q1 |
| Verition Fund Management LLC | 473,600 | $62K | 0.0% | 2026-Q1 |
| Clear Street Group Inc. added | 464,658 | $60K | 0.0% | 2026-Q1 |
| Westchester Capital Management, LLC trimmed | 400,000 | $52K | 0.0% | 2026-Q1 |
| HIGHBRIDGE CAPITAL MANAGEMENT LLC trimmed | 362,573 | $47K | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO new | 362,573 | $47K | 0.0% | 2026-Q1 |
| Parallax Volatility Advisers, L.P. trimmed | 295,752 | $30K | 0.0% | 2026-Q1 |
| UBS Group AG added | 2,681 | $28K | 0.0% | 2026-Q1 |
| Linden Advisors LP | 250,000 | $28K | 0.0% | 2026-Q1 |
| D. E. Shaw & Co., Inc. | 200,000 | $26K | 0.0% | 2026-Q1 |
| Radcliffe Capital Management, L.P. added | 148,642 | $17K | 0.0% | 2026-Q1 |
| Schonfeld Strategic Advisors LLC trimmed | 80,000 | $10K | 0.0% | 2026-Q1 |
| Bulldog Investors, LLP trimmed | 66,704 | $9K | 0.0% | 2026-Q1 |
| Centiva Capital, LP | 50,000 | $6K | 0.0% | 2026-Q1 |
| MOORE CAPITAL MANAGEMENT, LP | 50,000 | $6K | 0.0% | 2026-Q1 |
| Periscope Capital Inc. new | 50,000 | $6K | 0.0% | 2026-Q1 |
| GLAZER CAPITAL, LLC trimmed | 27,581 | $4K | 0.0% | 2026-Q1 |
| MORGAN STANLEY trimmed | 80 | $845 | 0.0% | 2026-Q1 |
| Schechter Investment Advisors, LLC trimmed | 635,294 | $6M | 1.7% | 2025-Q1 stale |
| Crossingbridge Advisors, LLC | 349,999 | $4M | 0.9% | 2025-Q2 stale |
| MANGROVE PARTNERS IM, LLC added | 56,411 | $583K | 0.2% | 2025-Q3 stale |
| Virtu Financial LLC new | 32,886 | $332K | 0.1% | 2025-Q1 stale |
| Tuttle Capital Management, LLC trimmed | 10,000 | $103K | 0.0% | 2025-Q1 stale |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 10,000 | $101K | 0.0% | 2025-Q3 stale |
| CLEAR STREET LLC added | 466,158 | $77K | 0.0% | 2025-Q2 stale |
| MIZUHO SECURITIES USA LLC added | 150,200 | $18K | 0.0% | 2025-Q1 stale |
| CANTOR FITZGERALD, L. P. new | 75,000 | $12K | 0.0% | 2025-Q2 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 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.
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.