2U Inc
TWOU
TWOU was delisted on the 6th of August, 2024.
175 hedge funds and large institutions have $552M invested in 2U Inc in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 60 increasing their positions, 55 reducing their positions, and 30 closing their positions.
242% more call options, than puts
Call options by funds: $4.33M | Put options by funds: $1.27M
15% more capital invested
Capital invested by funds: $481M → $552M (+$71.1M)
9% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 55
6% less funds holding
Funds holding: 186 → 175 (-11)
33% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 30
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IECM
Intrinsic Edge Capital Management
Chicago,
Illinois
|
+$12.1M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$7.29M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$4.32M |
| 4 |
GC
Greenvale Capital
London,
United Kingdom
|
+$3.81M |
| 5 |
HF
HRT Financial
New York
|
+$2.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$4.62M |
| 2 |
LIP
Liontrust Investment Partners
London,
United Kingdom
|
-$2.32M |
| 3 |
Bank of New York Mellon
New York
|
-$2.29M |
| 4 |
CSS
Cubist Systematic Strategies
Stamford,
Connecticut
|
-$1.66M |
| 5 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
-$1.38M |
TWOU Hedge Fund Activity: Q1 2023 in Review
175 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in 2U Inc (TWOU) for Q1 2023, worth a combined $552M — up 15% from $481M a quarter earlier.
Sellers outnumbered buyers: 30 funds closed out of TWOU and 20 opened new positions — a net loss of 10 holders — while 55 trimmed existing stakes and 60 added.
The largest buyer was Intrinsic Edge Capital Management, opening a new position worth an estimated $12.1M. The largest seller was Norges Bank, cutting an estimated $4.62M.
- 175 institutional investors held 2U Inc (TWOU) as of Q1 2023, down from 186 in Q4 2022.
- Funds reported $552M of 2U Inc stock for Q1 2023, up 15% quarter-over-quarter.
- 20 funds opened new 2U Inc positions in Q1 2023 and 30 closed out, a net change of -10 holders.
- The largest 2U Inc buyer in Q1 2023 was Intrinsic Edge Capital Management, an estimated $12.1M added.
- The largest 2U Inc seller in Q1 2023 was Norges Bank, an estimated $4.62M sold.
Based on aggregated 13F filings for Q1 2023.