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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 %
GA
601
GoalVest Advisory
New York
$2K – – –
BFPW
602
BOK Financial Private Wealth
Colorado
$2K +$2K +30 New
CT
603
Cambridge Trust
Massachusetts
$1.67K – – –
BWM
604
BerganKDV Wealth Management
Minnesota
$1.67K – – –
VCM
605
Versant Capital Management
Arizona
$1.67K +$333 +5 +25%
MPWT
606
MassMutual Private Wealth & Trust
Connecticut
$1.53K -$466 -7 -23%
AAG
607
Armstrong Advisory Group
Massachusetts
$1.47K -$1.53K -23 -51%
SWA
608
Sutton Wealth Advisors
Florida
$1.47K – – –
NL
609
NVWM LLC
Pennsylvania
$1.47K – – –
SC
610
Schubert & Co
Texas
$1.47K +$1.07K +16 +267%
BWM
611
Baystate Wealth Management
Massachusetts
$1.27K – – –
GI
612
Gradient Investments
Minnesota
$1.13K -$333 -5 -23%
TFP
613
Tilia Fiduciary Partners
North Carolina
$1.13K – – –
WT
614
Whittier Trust
California
$1.13K – – –
VF
615
VitalStone Financial
Texas
$1K – – –
VNA
616
Valley National Advisers
Pennsylvania
$1K – – –
BAM
617
Baldrige Asset Management
Pennsylvania
$1K +$1K +15 New
MLA
618
MB, Levis & Associates
Pennsylvania
$999 – – –
TF
619
TimeScale Financial
Massachusetts
$999 – – –
WIM
620
WealthPlan Investment Management
Nebraska
$933 +$933 +14 New
FP
621
Financial Perspectives
Minnesota
$866 – – –
CCA
622
Column Capital Advisors
Indiana
$866 – – –
PWMG
623
Prestige Wealth Management Group
New Jersey
$800 – – –
PO
624
Private Ocean
California
$733 +$733 +11 New
SIC
625
Salem Investment Counselors
North Carolina
$667 -$5K -75 -88%
23 24
25
26 27