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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
$321M
2
SIM
SRS Investment Management
New York
$201M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$639M
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
$305M
2
CAM
Contour Asset Management
New York
$0
3
Citadel Advisors
Citadel Advisors
Florida
$2.76M
4
Swedbank
Swedbank
Sweden
$75.5M
5
Goldman Sachs
Goldman Sachs
New York
$24.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
WBC
626
West Branch Capital
Massachusetts
$667 – – –
AFS
627
Annapolis Financial Services
Maryland
$667 – – –
CSPIA
628
Cary Street Partners Investment Advisory
Virginia
$666 – – –
BCH
629
Berkshire Capital Holdings
California
$666 – – –
CIA
630
Cape Investment Advisory
Georgia
$666 +$666 +10 New
NC
631
NewSquare Capital
Pennsylvania
$600 +$600 +9 New
AssetMark Inc
632
AssetMark Inc
California
$533 -$533 -8 -50%
HCP
633
Hexagon Capital Partners
Arkansas
$400 +$400 +6 New
TAM
634
Tucker Asset Management
Colorado
$267 – – –
GWSG
635
GPS Wealth Strategies Group
Colorado
$267 +$267 +4 New
DI
636
Disciplined Investments
Oklahoma
$267 +$267 +4 New
FFC
637
First Financial Corp
Indiana
$266 – – –
HS
638
Horan Securities
United States
$257 +$64 +1 +33%
GFPC
639
Global Financial Private Client
Florida
$193 – – –
SIC
640
SJS Investment Consulting
Ohio
$134 – – –
BA
641
Bellwether Advisors
Nebraska
$133 +$133 +2 New
BCMLT
642
Beacon Capital Management LLC (Tennessee)
Tennessee
$67 – – –
IAS
643
IMA Advisory Services
Colorado
$67 – – –
DWA
644
Delos Wealth Advisors
Texas
$67 – – –
TWD
645
True Wealth Design
Ohio
$67 – – –
SVCP
646
Silicon Valley Capital Partners
California
$46 – – –
VFA
647
Values First Advisors
Tennessee
$28 – – –
CAM
648
Contour Asset Management
New York
– -$105M -2,143,118 Closed
Coatue Management
649
Coatue Management
New York
– -$33.3M -679,903 Closed
Capital Research Global Investors
650
Capital Research Global Investors
California
– -$24.8M -507,242 Closed
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