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Twilio
TWLO

Overview Fund Activity

524 hedge funds and large institutions have $11B invested in Twilio in 2019 Q1 according to their latest regulatory filings, with 178 funds opening new positions, 180 increasing their positions, 119 reducing their positions, and 56 closing their positions.

Holders
524
Holders Change
+121
Holders Change %
+30.02%
% of All Funds
11.36%
Holding in Top 10
36
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+56.52%
% of All Funds
0.78%
New
178
Increased
180
Reduced
119
Closed
56
Calls
$625M
Puts
$574M
Net Calls
+$51M
Net Calls Change
+$110M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$844M
2
Sands Capital Management
2
Sands Capital Management
Virginia
$267M
3
TCM
3
Tybourne Capital Management
Hong Kong
$203M
4
DVC
4
Deer VIII & Co
New York
$199M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.08B

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$0
2
Deutsche Bank
2
Deutsche Bank
Germany
$56.6M
3
WRCM
3
Whale Rock Capital Management
Massachusetts
$219M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$264M
5
Millennium Management
5
Millennium Management
New York
$43.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
76
Northwestern Mutual Wealth Management
Wisconsin
$25.4M +$25.4M +197,000 New
Voloridge Investment Management
77
Voloridge Investment Management
Florida
$24.6M +$24.6M +190,263 New
CF
78
Cypress Funds
California
$23.3M +$23.3M +180,000 New
New York State Common Retirement Fund
79
New York State Common Retirement Fund
New York
$22.6M +$4.04M +31,272 +22%
SC
80
Strategy Capital
California
$22.5M +$22.5M +173,939 New
Caisse de Depot et Placement du Quebec (CDPQ)
81
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$22.3M – – –
Swiss National Bank
82
Swiss National Bank
Switzerland
$22M +$5.31M +41,073 +32%
Axa
83
Axa
France
$21.9M -$2.85M -22,067 -11%
Point72 Asset Management
84
Point72 Asset Management
Connecticut
$21.3M +$8.72M +67,540 +69%
DCM
85
Driehaus Capital Management
Illinois
$21M +$17.9M +138,761 +585%
ClearBridge Investments
86
ClearBridge Investments
New York
$20.1M +$20.1M +155,661 New
NPCM
87
North Peak Capital Management
New York
$19.9M +$19.9M +153,927 New
GCM
88
Glynn Capital Management
California
$18.1M – – –
FCM
89
Firsthand Capital Management
California
$18.1M – – –
California State Teachers Retirement System (CalSTRS)
90
California State Teachers Retirement System (CalSTRS)
California
$18M +$2.98M +23,032 +20%
SO
91
STRS Ohio
Ohio
$17.7M +$17.5M +135,178 +7,048%
PPA
92
Parametric Portfolio Associates
Washington
$17.3M +$4.74M +36,724 +38%
Dimensional Fund Advisors
93
Dimensional Fund Advisors
Texas
$16.8M +$1.07M +8,299 +7%
WEO
94
William E. Oberndorf
$16.5M +$1.98M +15,300 +14%
PHS
95
PFM Health Sciences
California
$16.2M -$3.5M -27,086 -18%
ZDA
96
Zweig-DiMenna Associates
New York
$16.2M +$1.55M +12,010 +11%
BCH
97
Berkshire Capital Holdings
California
$16.2M -$1.25M -9,640 -7%
SFM
98
Soros Fund Management
New York
$16.1M +$16.1M +125,000 New
MMA
99
Miracle Mile Advisors
California
$16M +$2.06M +15,917 +15%
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$15.8M +$15.8M +40,015 New
2 3
4
5 6