TWLO icon

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 %
Commonwealth Equity Services
551
Commonwealth Equity Services
Massachusetts
$7.14K -$114 -1,712 -2%
Fifth Third Bancorp
552
Fifth Third Bancorp
Ohio
$7.13K +$733 +11 +11%
HFS
553
Hantz Financial Services
Michigan
$7K – – –
PFA
554
Pathway Financial Advisers
Indiana
$6.8K +$5.33K +80 +364%
PGAM
555
Princeton Global Asset Management
New Jersey
$6.66K – – –
AWM
556
Avior Wealth Management
Nebraska
$6.66K – – –
PCFFS
557
Pacific Center for Financial Services
California
$6.66K +$6.66K +100 New
VWM
558
Venturi Wealth Management
Texas
$6.66K +$6.66K +100 New
OM
559
OpenView Management
Massachusetts
$6.33K – – –
GWM
560
Geneos Wealth Management
Colorado
$6.13K +$533 +8 +10%
BTI
561
Blue Trust Inc
Georgia
$6K +$750 +16 +14%
BIA
562
Bell Investment Advisors
California
$5.6K +$1.2K +18 +27%
PPC
563
Park Place Capital
Alabama
$5.33K +$5.33K +80 New
HGERS
564
Householder Group Estate & Retirement Specialist
Arizona
$5K – – –
AWM
565
Accel Wealth Management
Iowa
$5K – – –
EARNEST Partners
566
EARNEST Partners
Georgia
$4.86K – – –
BAAM
567
Baker Avenue Asset Management
California
$4.86K +$600 +9 +14%
RA
568
Rise Advisors
New York
$4.8K – – –
CTA
569
Colonial Trust Advisors
South Carolina
$4.73K +$4.66K +70 +7,000%
BWA
570
BDO Wealth Advisors
Florida
$4.67K – – –
CWP
571
Concord Wealth Partners
Virginia
$4.26K -$44.1K -662 -91%
IHWM
572
Iron Horse Wealth Management
Iowa
$4.26K – – –
CHA
573
Carmichael Hill & Associates
Maryland
$3.87K – – –
AWM
574
Activest Wealth Management
Florida
$3.74K -$15.8K -250 -81%
AF
575
Advisornet Financial
Minnesota
$3.73K +$67 +1 +2%
21 22
23
24 25