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Twilio
TWLO

Overview Fund Activity

551 hedge funds and large institutions have $11.1B invested in Twilio in 2020 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 203 increasing their positions, 166 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
Holders Change
+8
Holders Change %
+1.47%
% of All Funds
12.17%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.55%
New
105
Increased
203
Reduced
166
Closed
90
Calls
$314M
Puts
$558M
Net Calls
-$244M
Net Calls Change
-$121M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$293M
2
Morgan Stanley
Morgan Stanley
New York
+$220M
3
JSP
Jackson Square Partners
California
+$163M
4
Sands Capital Management
Sands Capital Management
Virginia
+$107M
5
Victory Capital Management
Victory Capital Management
Texas
+$82.8M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$546M
2
TCM
Tybourne Capital Management
Hong Kong
-$323M
3
GIM
Generation Investment Management
United Kingdom
-$96.9M
4
BCVI
Bain Capital Venture Investors
Massachusetts
-$82.2M
5
VM
Valinor Management
New York
-$55.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
451
Global Retirement Partners
California
$31K +$4.43K +50 +17%
AAP
452
Arax Advisory Partners
Colorado
$30K +$5.5K +61 +22%
SIM
453
Sonora Investment Management
Arizona
$29K -$1.81K -20 -6%
TCOV
454
Trust Company of Vermont
Vermont
$27K – – –
AIC
455
Ameritas Investment Company
Nebraska
$27K +$27K +300 New
PCM
456
Penserra Capital Management
California
$26K -$265K -1,478 -91%
GWM
457
Geneos Wealth Management
Colorado
$26K -$79.3K -830 -75%
GSWM
458
Golden State Wealth Management
California
$25K +$25K +278 New
WAM
459
Wolverine Asset Management
Illinois
$24K -$420K -4,730 -95%
OPS
460
Orion Portfolio Solutions
Nebraska
$21K -$2.15K -24 -9%
FANJ
461
Financial Architects (New Jersey)
New Jersey
$21K – – –
PFGIA
462
Patriot Financial Group Insurance Agency
Massachusetts
$21K +$21K +232 New
TL
463
TrueWealth LLC
Georgia
$20K – – –
MPWT
464
MassMutual Private Wealth & Trust
Connecticut
$20K – – –
VAIA
465
Virtus Alternative Investment Advisers
Connecticut
$20K +$20K +227 New
TWA
466
TCI Wealth Advisors
Arizona
$19K -$90 -1 -0.5%
RWA
467
Ropes Wealth Advisors
Massachusetts
$18K – – –
MCM
468
Manchester Capital Management
Vermont
$18K – – –
CFGS
469
Concourse Financial Group Securities
Alabama
$18K +$18K +200 New
AF
470
Allworth Financial
California
$18K +$18K +200 New
WFMPM
471
Woodley Farra Manion Portfolio Management
Indiana
$18K +$18K +200 New
SWA
472
Sutton Wealth Advisors
Florida
$17.9K +$447 +5 +3%
RFM
473
Royal Fund Management
Florida
$17K +$17K +200 New
TFGT
474
TS Financial Group (TSFG)
Illinois
$16K -$53.5K -615 -77%
JAM
475
JCIC Asset Management
Ontario, Canada
$16K +$16K +180 New
17 18
19
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