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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 %
Manulife (Manufacturers Life Insurance)
351
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$487K +$203K +3,047 +72%
LNWWM
352
Laird Norton Wetherby Wealth Management
California
$477K +$42.4K +637 +10%
LS
353
Leelyn Smith
Illinois
$471K +$35.2K +528 +8%
WE
354
Wealth Effects
Massachusetts
$465K – – –
SPC
355
Sigma Planning Corp
Michigan
$460K +$142K +2,129 +45%
AWS
356
Atria Wealth Solutions
New York
$450K +$450K +6,747 New
EWA
357
EverSource Wealth Advisors
Alabama
$448K +$1.67K +25 +0.4%
KCM
358
KRS Capital Management
Michigan
$439K +$16.7K +250 +4%
SW
359
SVB Wealth
Massachusetts
$433K -$11.1K -167 -3%
LAI
360
Legal Advantage Investments
California
$428K +$99.9K +1,500 +30%
CNWM
361
Clay Northam Wealth Management
California
$426K -$3.47K -52 -0.8%
LAM
362
Lynch Asset Management
Pennsylvania
$418K +$99.9K +1,500 +31%
MIM
363
MetLife Investment Management
New Jersey
$415K +$999 +15 +0.2%
CG
364
Caprock Group
Idaho
$414K -$60.5K -908 -13%
KA
365
Kintegral Advisory
New York
$414K -$22.3K -334 -5%
EF
366
Empowered Funds
Pennsylvania
$403K +$37.3K +560 +10%
TCBWMS
367
Texas Capital Bank Wealth Management Services
Texas
$400K +$400K +6,000 New
CIBC Asset Management
368
CIBC Asset Management
Ontario, Canada
$399K +$6.8K +102 +2%
SC
369
Sepio Capital
Utah
$392K – – –
Carson Wealth (CWM LLC)
370
Carson Wealth (CWM LLC)
Nebraska
$388K +$63.4K +951 +20%
OHWP
371
Oak Harbor Wealth Partners
North Carolina
$386K +$386K +5,800 New
MGP
372
Metis Global Partners
California
$378K +$378K +5,674 New
AT
373
American Trust
Kentucky
$376K +$376K +5,640 New
TCM
374
Triumph Capital Management
Colorado
$376K -$342K -5,139 -48%
Connor, Clark & Lunn Investment Management (CC&L)
375
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$376K +$376K +5,636 New
13 14
15
16 17