Twilio
TWLO
TWLO
549 hedge funds and large institutions have $12.3B invested in Twilio in 2019 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 242 increasing their positions, 148 reducing their positions, and 97 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more ownership
Funds ownership: →
less funds holding
Funds holding: →
less first-time investments, than exits
New positions opened: | Existing positions closed:
10% less call options, than puts
Call options by funds: $685M | Put options by funds: $766M
12% less capital invested
Capital invested by funds: $14B → $12.3B (-$1.67B)
15% less funds holding in top 10
Funds holding in top 10: 33 → 28 (-5)
Holders
549
Holding in Top 10
28
Calls
$685M
Puts
$766M
Top Buyers
| 1 | +$254M | |
| 2 | +$150M | |
| 3 | +$108M | |
| 4 |
GIM
Generation Investment Management
London,
United Kingdom
|
+$103M |
| 5 |
BlackRock
New York
|
+$89.8M |
Top Sellers
| 1 | -$121M | |
| 2 | -$93.4M | |
| 3 | -$91.4M | |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$72.4M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$67M |