2U Inc
TWOU
TWOU was delisted on the 6th of August, 2024.
187 hedge funds and large institutions have $1.48B invested in 2U Inc in 2020 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 70 increasing their positions, 63 reducing their positions, and 29 closing their positions.
23% more call options, than puts
Call options by funds: $19.2M | Put options by funds: $15.6M
11% more repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 63
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
3% less first-time investments, than exits
New positions opened: 28 | Existing positions closed: 29
2% less funds holding
Funds holding: 190 → 187 (-3)
16% less capital invested
Capital invested by funds: $1.76B → $1.48B (-$277M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIM
ARK Investment Management
St. Petersburg,
Florida
|
+$34.6M |
| 2 |
NAMA
Nikko Asset Management Americas
New York
|
+$18.6M |
| 3 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
+$18.6M |
| 4 |
D.E. Shaw & Co
New York
|
+$18.4M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$18.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$47M |
| 2 |
HP
Hound Partners
New York
|
-$44.9M |
| 3 |
Primecap Management
Pasadena,
California
|
-$25.3M |
| 4 |
JCAM
Jericho Capital Asset Management
New York
|
-$19.2M |
| 5 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
-$18.3M |
TWOU Hedge Fund Activity: Q1 2020 in Review
187 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in 2U Inc (TWOU) for Q1 2020, worth a combined $1.48B — down 16% from $1.76B a quarter earlier.
Sellers outnumbered buyers: 29 funds closed out of TWOU and 28 opened new positions — a net loss of 1 holder — while 63 trimmed existing stakes and 70 added.
The largest buyer was ARK Investment Management, adding an estimated $34.6M. The largest seller was Baillie Gifford & Co, exiting entirely with an estimated $47M sold.
- 187 institutional investors held 2U Inc (TWOU) as of Q1 2020, down from 190 in Q4 2019.
- Funds reported $1.48B of 2U Inc stock for Q1 2020, down 16% quarter-over-quarter.
- 28 funds opened new 2U Inc positions in Q1 2020 and 29 closed out, a net change of -1 holder.
- The largest 2U Inc buyer in Q1 2020 was ARK Investment Management, an estimated $34.6M added.
- The largest 2U Inc seller in Q1 2020 was Baillie Gifford & Co, an estimated $47M sold.
Based on aggregated 13F filings for Q1 2020.