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Twilio
TWLO

Overview Fund Activity

543 hedge funds and large institutions have $11.9B invested in Twilio in 2019 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 201 increasing their positions, 151 reducing their positions, and 107 closing their positions.

Holders
543
Holders Change
-6
Holders Change %
-1.09%
% of All Funds
10.72%
Holding in Top 10
24
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.29%
% of All Funds
0.47%
New
112
Increased
201
Reduced
151
Closed
107
Calls
$484M
Puts
$607M
Net Calls
-$123M
Net Calls Change
-$42.7M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$574M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.08B
3
GIM
3
Generation Investment Management
United Kingdom
$331M
4
Alyeska Investment Group
4
Alyeska Investment Group
Illinois
$90.9M
5
Tiger Global Management
5
Tiger Global Management
New York
$187M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$101M
2
DCP
2
D1 Capital Partners
New York
$0
3
Coatue Management
3
Coatue Management
New York
$0
4
JCAM
4
Jericho Capital Asset Management
New York
$0
5
WRCM
5
Whale Rock Capital Management
Massachusetts
$91.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.11B 11,341,295 +724,509 +7%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.08B 10,938,793 +3,440,676 +46%
Morgan Stanley
3
Morgan Stanley
New York
$868M 8,827,010 +470,700 +6%
BlackRock
4
BlackRock
New York
$720M 7,324,059 -357,505 -5%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$574M 5,837,330 +3,901,064 +201%
Jennison Associates
6
Jennison Associates
New York
$438M 4,461,193 -381,141 -8%
GIM
7
Generation Investment Management
United Kingdom
$331M 3,363,351 +2,430,995 +261%
TCM
8
Tybourne Capital Management
Hong Kong
$323M 3,289,456 +308,872 +10%
DIG
9
Dragoneer Investment Group
California
$294M 2,990,166 +187,524 +7%
Allianz Asset Management
10
Allianz Asset Management
Germany
$266M 2,705,640 +101,998 +4%
FAM
11
Foxhaven Asset Management
Virginia
$259M 2,640,332 -22,701 -0.9%
Franklin Resources
12
Franklin Resources
California
$238M 2,418,443 -63,418 -3%
State Street
13
State Street
Massachusetts
$235M 2,394,660 +46,536 +2%
SM
14
SCGE Management
California
$223M 2,271,500 +124,500 +6%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$204M 2,076,789 -137,163 -6%
Sands Capital Management
16
Sands Capital Management
Virginia
$191M 1,944,975 -12,183 -0.6%
Tiger Global Management
17
Tiger Global Management
New York
$187M 1,906,000 +827,000 +77%
Victory Capital Management
18
Victory Capital Management
Texas
$138M 1,406,726 -292,661 -17%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$122M 1,238,960 +27,179 +2%
Wells Fargo
20
Wells Fargo
California
$121M 1,232,912 +293,808 +31%
PAMU
21
Pictet Asset Management (UK)
United Kingdom
$120M 1,222,965 +458,920 +60%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$101M 1,026,682 -2,051,240 -67%
SI
23
SQN Investors
California
$93.6M 952,043 +316,650 +50%
Sumitomo Mitsui Trust Group
24
Sumitomo Mitsui Trust Group
Japan
$93.4M 950,397 +215,211 +29%
Bank of America
25
Bank of America
North Carolina
$92.1M 936,628 -240,116 -20%
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