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Twilio
TWLO

Overview Fund Activity

597 hedge funds and large institutions have $8.34B invested in Twilio in 2023 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 202 increasing their positions, 201 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
597
Holders Change
-15
Holders Change %
-2.45%
% of All Funds
9.52%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.19%
New
77
Increased
202
Reduced
201
Closed
84
Calls
$658M
Puts
$454M
Net Calls
+$204M
Net Calls Change
+$36.2M

Top Buyers

1
VOYA Investment Management
VOYA Investment Management
Georgia
+$66.3M
2
SCA
Southpoint Capital Advisors
New York
+$36.9M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$36M
4
NSGL
No Street GP LP
California
+$32.2M
5
Charles Schwab
Charles Schwab
California
+$30.1M

Top Sellers

1
SIM
SRS Investment Management
New York
-$173M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$101M
3
Amundi
Amundi
France
-$57.6M
4
Alkeon Capital Management
Alkeon Capital Management
New York
-$49.2M
5
Two Sigma Investments
Two Sigma Investments
New York
-$41M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
301
CAPTRUST Financial Advisors
North Carolina
$465K -$92K -1,572 -17%
PWM
302
Perigon Wealth Management
California
$458K -$70.9K -1,212 -13%
OHWP
303
Oak Harbor Wealth Partners
North Carolina
$457K – – –
CMI
304
Clare Market Investments
Texas
$452K -$118K -2,012 -21%
Mackenzie Financial
305
Mackenzie Financial
Ontario, Canada
$450K -$114K -2,031 -20%
QCM
306
Quantinno Capital Management
New York
$445K +$445K +7,595 New
JWCA
307
J.W. Cole Advisors
Florida
$439K +$439K +7,495 New
JWS
308
Juncture Wealth Strategies
Arizona
$435K +$435K +7,428 New
CNWM
309
Clay Northam Wealth Management
California
$434K +$42.1K +720 +11%
KAS
310
Kestra Advisory Services
Texas
$421K -$1.46K -25 -0.3%
QT
311
Quantamental Technologies
New York
$420K +$420K +7,171 New
SA
312
Strategic Advisors
New York
$410K – – –
FIA
313
Foundations Investment Advisors
Arizona
$408K -$100K -1,711 -20%
CA
314
Cetera Advisors
Colorado
$403K -$199K -3,395 -33%
Wellington Management Group
315
Wellington Management Group
Massachusetts
$403K -$40.7K -695 -9%
MGP
316
Metis Global Partners
California
$399K +$18.3K +313 +5%
ESCM
317
Echo Street Capital Management
New York
$397K +$60K +1,025 +18%
EI
318
Ethic Inc
New York
$391K -$320K -5,465 -45%
EF
319
Empowered Funds
Pennsylvania
$389K +$37.6K +643 +11%
JF
320
Jump Financial
Illinois
$387K +$52.4K +895 +16%
KCM
321
KRS Capital Management
Michigan
$386K – – –
XS
322
XR Securities
Illinois
$385K +$385K +6,578 New
FTDI
323
First Trust Direct Indexing
Massachusetts
$380K -$4.27K -73 -1%
Capstone Investment Advisors
324
Capstone Investment Advisors
New York
$377K +$377K +6,448 New
LAI
325
Legal Advantage Investments
California
$376K – – –
11 12
13
14 15