2U Inc
TWOU
TWOU was delisted on the 6th of August, 2024.
99 hedge funds and large institutions have $714M invested in 2U Inc in 2015 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 34 increasing their positions, 25 reducing their positions, and 7 closing their positions.
286% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 7
122% more call options, than puts
Call options by funds: $1.79M | Put options by funds: $806K
50% more capital invested
Capital invested by funds: $475M → $714M (+$239M)
36% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 25
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
24% more funds holding
Funds holding: 80 → 99 (+19)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$41.4M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$12.6M |
| 3 |
GIM
Granahan Investment Management
Waltham,
Massachusetts
|
+$11M |
| 4 |
SRFM
Shannon River Fund Management
New York
|
+$7.64M |
| 5 |
Brown Advisory
Baltimore,
Maryland
|
+$7.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HMPV
Highland Management Partners VII
Cambridge,
Massachusetts
|
-$19.1M |
| 2 |
JP Morgan Chase
New York
|
-$13.1M |
| 3 |
GH
GAM Holding
Zurich,
Switzerland
|
-$9.82M |
| 4 |
HC
Hillman Company
Pittsburgh,
Pennsylvania
|
-$7.49M |
| 5 |
EIM
Essex Investment Management
Boston,
Massachusetts
|
-$2.89M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$393K | -667 | Closed |
|
|
BPC
102
Banque Pictet & Cie
Geneva 73,
Switzerland
| – | -$205K | -347 | Closed |
|
|
MLICM
103
Metropolitan Life Insurance Company (MetLife)
New York
| – | -$176K | -299 | Closed |
|
|
MTIP
104
Magee Thomson Investment Partners
San Diego,
California
| – | -$157K | -266 | Closed |
|
|
CPIG
105
Chicago Partners Investment Group
Chicago,
Illinois
| – | -$6K | -10 | Closed |
|
|
TDC
106
Thompson Davis & Co
Richmond,
Virginia
| – | -$5K | -8 | Closed |
|
TWOU Hedge Fund Activity: Q1 2015 in Review
99 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in 2U Inc (TWOU) for Q1 2015, worth a combined $714M — up 50% from $475M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new TWOU positions and 7 closed out — a net gain of 20 holders — while 34 added to existing stakes and 25 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $41.4M. The largest seller was Highland Management Partners VII, cutting an estimated $19.1M.
- 99 institutional investors held 2U Inc (TWOU) as of Q1 2015, up from 80 in Q4 2014.
- Funds reported $714M of 2U Inc stock for Q1 2015, up 50% quarter-over-quarter.
- 27 funds opened new 2U Inc positions in Q1 2015 and 7 closed out, a net change of +20 holders.
- The largest 2U Inc buyer in Q1 2015 was Fidelity Investments, an estimated $41.4M added.
- The largest 2U Inc seller in Q1 2015 was Highland Management Partners VII, an estimated $19.1M sold.
Based on aggregated 13F filings for Q1 2015.