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Twilio
TWLO

Overview Fund Activity

649 hedge funds and large institutions have $9.75B invested in Twilio in 2023 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 224 increasing their positions, 168 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
649
Holders Change
+42
Holders Change %
+6.92%
% of All Funds
10.39%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.22%
New
136
Increased
224
Reduced
168
Closed
76
Calls
$785M
Puts
$589M
Net Calls
+$196M
Net Calls Change
+$130M

Top Buyers

1
VOYA Investment Management
VOYA Investment Management
Georgia
+$231M
2
SIM
SRS Investment Management
New York
+$161M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$141M
4
SCA
Southpoint Capital Advisors
New York
+$113M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$71.6M

Top Sellers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$146M
2
CAM
Contour Asset Management
New York
-$105M
3
Citadel Advisors
Citadel Advisors
Florida
-$101M
4
Swedbank
Swedbank
Sweden
-$95.1M
5
Goldman Sachs
Goldman Sachs
New York
-$88.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
LOIM
326
Liberty One Investment Management
Illinois
$594K +$113K +1,698 +24%
WF
327
WoodTrust Financial
Wisconsin
$593K -$40K -600 -6%
SA
328
Strategic Advisors
New York
$587K -$1.53K -23 -0.3%
Truist Financial
329
Truist Financial
North Carolina
$581K +$52.2K +784 +10%
SSB
330
Sandy Spring Bank
Maryland
$581K -$73.2K -1,098 -11%
IP
331
Intellectus Partners
California
$554K +$76.6K +1,150 +16%
DTL
332
Dynamic Technology Lab
Singapore
$553K +$553K +8,300 New
EOJOAM
333
E. Ohman J:or Asset Management
Sweden
$546K – – –
RGI
334
River Global Investors
United Kingdom
$546K +$546K +8,190 New
CWM
335
Cedar Wealth Management
California
$538K +$6.86K +103 +1%
JRP
336
Jasper Ridge Partners
California
$537K – – –
SC
337
Sonen Capital
California
$530K -$194K -2,905 -27%
FTDI
338
First Trust Direct Indexing
Massachusetts
$527K +$31.6K +475 +6%
GAA
339
Green Alpha Advisors
Colorado
$526K +$526K +7,887 New
AIM
340
Achmea Investment Management
Netherlands
$524K – – –
BAMF
341
BI Asset Management Fondsmaeglerselskab
Denmark
$524K +$46K +691 +10%
PWM
342
Perigon Wealth Management
California
$520K -$44.8K -673 -8%
FIA
343
Foundations Investment Advisors
Arizona
$514K -$1.32M -19,813 -72%
WCM
344
Washington Capital Management
Washington
$513K +$513K +7,700 New
CWA
345
Carolina Wealth Advisors
South Carolina
$510K +$510K +7,650 New
RWB
346
RMR Wealth Builders
New Jersey
$507K +$3.33K +50 +0.7%
ESCM
347
Echo Street Capital Management
New York
$498K +$205K +3,083 +70%
M&T Bank
348
M&T Bank
New York
$495K +$53.7K +807 +12%
KAS
349
Kestra Advisory Services
Texas
$490K -$23.8K -357 -5%
OTL
350
Oak Thistle LLC
New York
$488K +$488K +7,330 New
12 13
14
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