TWLO icon

Twilio
TWLO

Overview Fund Activity

269 hedge funds and large institutions have $3.15B invested in Twilio in 2018 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 72 increasing their positions, 76 reducing their positions, and 39 closing their positions.

Holders
269
Holders Change
+41
Holders Change %
+17.98%
% of All Funds
6.17%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.3%
New
82
Increased
72
Reduced
76
Closed
39
Calls
$175M
Puts
$137M
Net Calls
+$38.3M
Net Calls Change
+$26.1M

Top Buyers

1
WRCM
1
Whale Rock Capital Management
Massachusetts
$64.3M
2
SPPAM
2
Summit Partners Public Asset Management
Massachusetts
$43.4M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$56.4M
4
FAM
4
Foxhaven Asset Management
Virginia
$158M
5
Goldman Sachs
5
Goldman Sachs
New York
$46.8M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$35.6M
2
BCM
2
Bares Capital Management
Texas
$0
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$35.4M
4
SMDAM
4
Sumitomo Mitsui DS Asset Management
Japan
$27M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$213M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$329M 5,866,725 +253,828 +5%
Bank of New York Mellon
2
Bank of New York Mellon
New York
$213M 3,800,395 -1,018,593 -21%
BlackRock
3
BlackRock
New York
$201M 3,580,641 -828,022 -19%
FAM
4
Foxhaven Asset Management
Virginia
$158M 2,824,243 +707,048 +33%
DIG
5
Dragoneer Investment Group
California
$148M 2,636,767 -218,800 -8%
TCMI
6
Technology Crossover Management IX
California
$113M 2,016,900 – –
Wellington Management Group
7
Wellington Management Group
Massachusetts
$112M 1,993,420 +343,525 +21%
Two Sigma Investments
8
Two Sigma Investments
New York
$73.9M 1,318,330 +214,541 +19%
WRCM
9
Whale Rock Capital Management
Massachusetts
$64.3M 1,147,204 +1,147,204 New
Two Sigma Advisers
10
Two Sigma Advisers
New York
$60.3M 1,077,100 +114,300 +12%
Franklin Resources
11
Franklin Resources
California
$59.4M 1,060,125 -106,759 -9%
D.E. Shaw & Co
12
D.E. Shaw & Co
New York
$56.4M 1,006,047 +725,465 +259%
Deutsche Bank
13
Deutsche Bank
Germany
$54.3M 969,586 +213,680 +28%
PAMU
14
Pictet Asset Management (UK)
United Kingdom
$53.8M 959,562 -667,801 -41%
Morgan Stanley
15
Morgan Stanley
New York
$53.1M 947,604 +47,775 +5%
HC
16
Hillman Company
Pennsylvania
$52.5M 937,918 -16,324 -2%
State Street
17
State Street
Massachusetts
$49.9M 891,646 -330,440 -27%
SI
18
Salesforce Inc
California
$49.8M 888,517 – –
Millennium Management
19
Millennium Management
New York
$49.5M 883,901 +477,552 +118%
Goldman Sachs
20
Goldman Sachs
New York
$46.8M 836,193 +598,072 +251%
SPPAM
21
Summit Partners Public Asset Management
Massachusetts
$43.4M 774,636 +774,636 New
Wells Fargo
22
Wells Fargo
California
$37.6M 670,664 +369,791 +123%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$36.9M 659,422 +95,141 +17%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$35.6M 636,087 -2,432,256 -79%
Allianz Asset Management
25
Allianz Asset Management
Germany
$35.4M 631,910 -1,176,430 -65%
1
2 3 4 5