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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 %
BCM
501
Bourgeon Capital Management
Connecticut
$40K -$746K -11,200 -95%
CLOS
502
Compagnie Lombard Odier SCmA
Switzerland
$40K – – –
HWA
503
HHM Wealth Advisors
Tennessee
$40K – – –
FWM
504
Focused Wealth Management
New York
$39.9K – – –
ST
505
Smithfield Trust
Pennsylvania
$35K – – –
MA
506
Montag & Associates
Georgia
$34K – – –
AAS
507
Ameritas Advisory Services
Nebraska
$32.3K +$32.3K +565 New
DGAM
508
Desjardins Global Asset Management
Quebec, Canada
$31K -$2.97K -45 -9%
CI Investments Inc
509
CI Investments Inc
Ontario, Canada
$31K -$1.76K -26 -5%
HIIFS
510
Harel Insurance Investments & Financial Services
Israel
$30K -$8.97K -136 -23%
AIM
511
Anchor Investment Management
South Carolina
$30K – – –
IUHSA
512
Itau Unibanco Holding S.A.
Brazil
$29K -$333 -5 -1%
BEI
513
Benjamin Edwards Inc
Missouri
$27K -$2.31K -34 -8%
BBHC
514
Brown Brothers Harriman & Co
New York
$27K – – –
CYG
515
Clean Yield Group
Vermont
$26.7K – – –
C
516
Covestor
United Kingdom
$23K -$8.2K -124 -26%
KTC
517
Kistler-Tiffany Companies
Pennsylvania
$21.8K – – –
OIA
518
Optimum Investment Advisors
Illinois
$20K – – –
PTC
519
Private Trust Company
Ohio
$19.5K +$13.1K +197 +207%
RTC
520
Riverview Trust Company
Washington
$17.5K – – –
HNB
521
Huntington National Bank
Ohio
$17.1K +$9.39K +141 +122%
TFGT
522
TS Financial Group (TSFG)
Illinois
$17K – – –
JWM
523
Janiczek Wealth Management
Colorado
$16.8K +$3.94K +66 +31%
PI
524
PineBridge Investments
New York
$16.7K -$642K -9,636 -97%
GIA
525
GHP Investment Advisors
Colorado
$16.7K – – –
19 20
21
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