2U Inc
TWOU
TWOU was delisted on the 6th of August, 2024.
187 hedge funds and large institutions have $812M invested in 2U Inc in 2022 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 58 increasing their positions, 66 reducing their positions, and 39 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
8% more call options, than puts
Call options by funds: $14.8M | Put options by funds: $13.8M
12% less repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 66
12% less funds holding
Funds holding: 213 → 187 (-26)
23% less capital invested
Capital invested by funds: $1.06B → $812M (-$247M)
56% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 39
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$14M |
| 2 |
CCPM
Cooper Creek Partners Management
New York
|
+$7.87M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$7.61M |
| 4 |
D.E. Shaw & Co
New York
|
+$5.02M |
| 5 |
AIM
ARK Investment Management
St. Petersburg,
Florida
|
+$4.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAMS
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
|
-$12.5M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$6.89M |
| 3 |
BlackRock
New York
|
-$3.93M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$3.27M |
| 5 |
Walleye Capital
New York
|
-$3.17M |
TWOU Hedge Fund Activity: Q2 2022 in Review
187 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in 2U Inc (TWOU) for Q2 2022, worth a combined $812M — down 23% from $1.06B a quarter earlier.
Sellers outnumbered buyers: 39 funds closed out of TWOU and 17 opened new positions — a net loss of 22 holders — while 66 trimmed existing stakes and 58 added.
The largest buyer was Morgan Stanley, adding an estimated $14M. The largest seller was Pictet Asset Management (Switzerland), cutting an estimated $12.5M.
- 187 institutional investors held 2U Inc (TWOU) as of Q2 2022, down from 213 in Q1 2022.
- Funds reported $812M of 2U Inc stock for Q2 2022, down 23% quarter-over-quarter.
- 17 funds opened new 2U Inc positions in Q2 2022 and 39 closed out, a net change of -22 holders.
- The largest 2U Inc buyer in Q2 2022 was Morgan Stanley, an estimated $14M added.
- The largest 2U Inc seller in Q2 2022 was Pictet Asset Management (Switzerland), an estimated $12.5M sold.
Based on aggregated 13F filings for Q2 2022.